Graphene: Current research and development, page-367

Commentary from Warwick Grigor from the latest Far East Capital Newsletter
Bolding mine, and have been thinking similarly

Climate technology
We are seeing new words coming into our language to
describe companies that add technology to the climate
change perspective; climate tech. Entrepreneurs will be
seeking to profit from the push for zero carbon by
promoting technologies that will be essential if the
ambitious targets are going to be met. Expect to see these
companies popping up everywhere, but most of these will
be more aspirational than real. Junior companies will seek
to the surf the wave of enthusiasm and to benefit from the
naivity of investors who are more interested in how shiny a
box is than what is actually in the box.
Larry Fink is correct when he says “The process of creating
fuel, food and construction materials, with all the needs that
we have as humanity, it all has to be reinvented, And that’s
going to require a large amount of investment, a large
amount of ingenuity and a large amount of innovation”.
All companies will be doing what they can to reduce their
carbon footprint, but the biggest winners will be those who
deliver technologies that are disruptively efficient. I couldn’t
think of a more disruptive material than graphene for the
dramatic improvement in the efficiency of so many products
we use today. Whether it be in polymers, in concrete or in
energy storage, to name a few; industry won’t be able to
ignore the efficiencies and the green credentials that
graphene bring to the table. Graphene is a climate change
technology material, and First Graphene (FGR) is at the
cutting edge of the graphene sector.