http://www.theaureport.com/pub/na/13107"In terms of serious...

http://www.theaureport.com/pub/na/13107

"In terms of serious large-scale commercial use, it's (graphene) at least 15 years away, and predicting 15 years into the future is like trying to predict 1,500 years into the future."

"Electric vehicles are not a big demand driver today. But that's where the potential lies. In an electric car battery 1.8 kilograms (kg) graphite is used per kilowatt hour (KWh). Then take a battery pack equating to 24 KWh (like Nissan's LEAF), that's 38kg natural graphite per battery. It's a long way off, but if a manufacturer were to sell a million of these cars, that amounts to 3.8 Mt natural graphite. The natural graphite market is 1.1 Mt a year at the moment. So you can see why people are excited about it."

"The resource is everything. The larger the flake and the higher the purity of carbon the more critical it will be to high-tech applications. Also look at what the company's plans are for selling this material and if it is targeting specific markets—co-operation with Japan and South Korea will be key here. Traders from these countries are usually the most savvy of long-term investors.

The most interesting graphite plays are those that are focused on technology end uses. Producing high-tech-compatible materials for emerging markets, like spherical graphite for batteries, will add the serious value."