First Graphene profitable by December 2020?, page-14

Schesch. What can you expect for 10 minutes squeezed in between other stuff. But at least you read.

A point is that there is no requirement that anything be a one for one substitute, it is about final performance.

This paper, a bit dated now, but does open the door to the non-uniqueness of graphene...i.e. there are plenty of alternate starter material sources and as shown in this article abstract, even waste.
https://www.sciencedirect.com/science/article/abs/pii/S2352940717300380
This paper is about filter materials
https://www.sciencedirect.com/science/article/abs/pii/S014765131730427X
This one:
Patent: Hemp-derived dicarboxylic acid-functionalized graphene US10611641B2

There is no shortage of graphene sources or reports, As FGR are finding, "large tonnage graphene requiring applications" are as rare as rocking horse manure.

For the time being FGR has made getting consistent quantity and quality material much easier, but in many situations going forward thebuying company CFO will be asking about the cost. the COO will be asking about the continuity of supply as SL natural material is a finite resource, and the CEO worrying about sourcing from a country well into debt with China.

Like it or not, graphene supplied by FGR is mined. Mining is not an easy business as FGR proved itself already. The simple fact is that FGR will not be ICI, BASF, or Dupont but a boutique supplier

FGR is in the tough space between mining and specialty businesses.