Agreed Archer.
I would add that graphene is a different market than the lithium/spherical graphite/cobalt one that is pushed up by Li-ion incoming needs for electric vehicules (Tesla but mainly Chinese corps).
Hell, it could even displace it with graphene supercapacitor in the future.
But the good side of graphene is that it can create a cost effective change in a lot of different markets. More antifragile...
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