News & Intelligence

NOVONIX provided a mass-production qualification C-sample of synthetic graphite anode material to Panasonic Energy in June 2026.

Atlas Critical Minerals Corp. reported 100% success in intersecting graphite mineralization across 20 drill holes in its Minas Gerais, Brazil project, with notable high-grade intervals confirmed by SGS Geosol.

NanoMalaysia Bhd and an Indonesian partner have launched an NMC-graphene lithium-ion pouch cell at a conference, marking a step toward industrial-scale battery production in the region.

ABII and IDSurvey are enhancing standards, testing, and certification to meet rising global demand for Indonesian biochar.

Graphene Manufacturing Group has rebranded its graphene battery cells to highlight their fast-charging and long-lasting features, collaborating with partners including the University of Queensland and Rio Tinto.

MASTERMATE is advancing carbon fiber NFC technology, enabling premium smart products with seamless digital connectivity for business, luxury, and automotive applications.

Adisyn's graphene deposition process has been independently verified as repeatable. The company also received a US patent allowance for its graphene coating technology for metallic surfaces.

Adisyn Ltd raised A$14 million through an institutional placement, signaling investor interest in its graphene-based semiconductor strategy via its subsidiary, 2D Generation Ltd.

Argo Graphene Solutions Corp. secured a 10-year exclusive license from Grapherry, Inc. for its STREAM graphene production technology, issuing 2.5 million shares and 5.5 million warrants.

Mivium is developing high-quality gallium nitride nanopowders to enhance semiconductor performance, while Avadain is licensing technology to produce large-scale, defect-free graphene for industrial applications.

Helmholtz-Zentrum Berlin, Universität Potsdam, and Empa developed a solar cell with 27.3% efficiency using a graphene oxide and self-assembled monolayer bilayer, targeting 30% efficiency.

Lyten showcased its 3D graphene technology and high-temperature adhesives, emphasizing their applications in AI data centers.

Hexcel has qualified its HexPly M91 carbon fiber-reinforced epoxy prepreg system as of July 21, 2026.

Researchers at QUT developed a molecular strategy to prevent carbon nanotube clumping, enhancing thermal power efficiency for wearable devices that convert body heat into electricity.

Operators can boost profits from tire pyrolysis by refining oil and carbon black into higher-value products. Upgraded materials meet industrial standards, attracting stable buyers and better margins.

Toray Group celebrates its 100th anniversary, marking a century since its founding in Japan as a rayon producer before evolving into a leader in carbon-fiber technology. This milestone highlights Toray's long-standing impact and innovation in the carbon fiber industry, crucial for advanced composites used in aerospace and other sectors.

Nex Cap Energy has identified key industries that benefit most from graphene supercapacitors, highlighting sectors such as telecommunications, electric vehicle fleets, solar, and marine applications. This development underscores the potential of graphene in enhancing energy storage solutions across diverse fields.

Firefly Aerospace has secured a $13 million subcontract from NASA's Jet Propulsion Laboratory to produce and test the aeroshell for the SkyFall Mars mission, slated for a late 2028 launch. This project will utilize carbon fiber composites for the aeroshell's backshell and heatshield, highlighting the material's critical role in protecting spacecraft during the harsh entry, descent, and landing phases on Mars.

Hexcel and TPC Technologies have expanded their product portfolio to include carbon fiber composite materials for use in commercial aircraft. This expansion is significant for the advanced carbon materials sector as it highlights the growing demand and application of carbon fiber composites in the aerospace industry.

ArianeGroup has signed a contract with Beyond Gravity to supply 27 carbon fiber-reinforced polymer (CFRP) payload fairings for the Ariane 6 rocket, with deliveries starting at the end of 2026. This contract supports the increased production rate of Ariane 6 and highlights the critical role of CFRP materials in enhancing payload capacity and flexibility for the European heavy-launcher program.

Turquoise Group has achieved Verified Graphene Producer® status, confirming its capability to produce 30 tonnes of high-purity few-layer graphene annually at its Brisbane facility. This certification enhances the company's credibility in delivering high-quality graphene, a material crucial for applications in coatings, composites, and energy storage.

Posco Future M has announced its growth strategy in battery materials, emphasizing the development and supply of anode materials like synthetic graphite. This focus on synthetic graphite is crucial as it plays a key role in enhancing the performance and efficiency of lithium-ion batteries used in various applications.

Researchers from the Skolkovo Institute of Science and Technology have developed a new infrared sensor using single-walled carbon nanotubes, which shows a conductivity change 10,000 to 100,000 times more pronounced than graphene. This advancement could lead to more sensitive and compact thermal cameras and medical sensors, leveraging the unique properties of carbon nanotubes for enhanced infrared detection without the need for cooling.

Pure Resources (ASX: PR1) and Rice University have announced peer-reviewed validation of their carbon nanotube fibre (CNTF) technology, highlighting its high thermal conductivity and potential to outperform traditional materials like copper and aluminum. This development is significant for advanced carbon materials as it demonstrates the potential of CNTF to enhance thermal management in applications such as AI data centers, drones, and defense systems.

Researchers at Tohoku University have developed a covalent organic framework (COF)-graphene interlayer that significantly reduces polysulfide shuttling in lithium-sulfur batteries, achieving a high reversible capacity of 1455.7 mA h g⁻¹ at 0.2 A g⁻¹. This advancement is crucial for the practical deployment of lithium-sulfur batteries, as it addresses the long-standing challenge of polysulfide migration, potentially leading to more efficient and durable energy storage solutions.

ZNShine Solar has partnered with Solmais to expand the distribution of its photovoltaic modules across Brazil, leveraging Solmais' extensive network. This collaboration is notable for the integration of ZNShine's patented graphene technology, which enhances the efficiency and durability of solar panels.

AwesomeRay is advancing the industrialization of carbon nanotubes in South Korea, focusing on applications in semiconductors and defense. This development is significant for the carbon nanotube sector as it could lead to enhanced performance and new capabilities in these high-tech industries.

Researchers at the University of Lisbon have developed a new graphene-based composite material that significantly enhances the strength-to-weight ratio of military aircraft components. This advancement could lead to lighter, more durable aircraft structures, improving fuel efficiency and performance in military aviation.

Sparc Technologies launched SparcES™, a graphene additive range for ESD and conductive coatings targeting data centres, semiconductor facilities and EV battery plants, following 24 months of internal conductivity testing. The range positions graphene as a potential lower-dosage alternative to carbon black, graphite, carbon nanotubes and metal nanowires in a global ESD and conductive coatings market estimated at US$1.2 billion in 2026.

Zhongfu Shenying commissioned three high-performance carbon fiber production lines in Lianyungang, Jiangsu on June 28, comprising a 1,000-ton/year T1100-grade aerospace line, a 5,000-ton/year 48K large-tow line, and a 600-ton/year M40 high-modulus line, as the first phase of a CNY6 billion project targeting 30,000 tons of annual capacity. The lines expand China's domestic supply of high-grade carbon fiber across aerospace, wind energy, hydrogen storage, and EV applications, reducing reliance on foreign sources for critical materials.

Graphene-based energy storage systems have been reported to reach energy densities up to 650 Wh/kg, compared to 150–250 Wh/kg for conventional lithium-ion batteries, according to a report focused on Italy's renewable energy storage needs. This performance gap highlights graphene's potential role in grid-scale storage applications, a key growth area for the advanced carbon materials sector.

Shenzhen MASTERMATE Technology Co., Ltd., an ISO 9001-certified carbon fiber OEM/ODM manufacturer founded in 2014, produces custom carbon fiber products including drone frames, automotive parts, helmets, and jewelry for clients in over 100 countries. The company's broad custom manufacturing capabilities across autoclave molding, CNC machining, and forged carbon reflect continued demand for flexible, small-to-mid-scale carbon fiber production partnerships among global brands.

Researchers from Cambridge, Harvard, Caltech, and the Max-Planck Institute for Polymer Research published findings in Science Advances showing that nanoconfined water's apparent chemical reactivity is driven by pressure and surface chemistry rather than confinement itself, with hydroxide ions bonding to hexagonal boron nitride walls but not to inert graphene. The work offers a design principle for tailoring water reactivity by selecting confining materials and controlling internal pressures, with direct relevance to graphene-based membranes, carbon electrodes in batteries and fuel cells, and the broader development of two-dimensional carbon and carbon-adjacent materials for electrochemical applications.

The Boeing 787 and Airbus A350 use carbon-fiber-reinforced composite materials for roughly 50% of their airframe by weight, making tail strike damage harder to detect and repair than on metal-fuselage aircraft like the Boeing 777, as illustrated by an Air France A350 that required nearly ten months of repairs after a 2024 tail strike in Toronto. For the carbon fiber composites sector, the article highlights that barely visible impact damage, complex non-destructive inspection requirements, and process-sensitive repair procedures drive significant maintenance downtime and cost, underscoring the need for advanced damage detection and repair capabilities in aerospace composite applications.

Fullerene C60, a cage-like carbon nanomaterial discovered in 1985, is under active research for applications in organic electronics, photovoltaics, lubricants, coatings, biomedical systems, and perovskite/silicon tandem solar cells. Within the advanced carbon materials sector, C60 occupies a distinct niche from fiber- or graphene-based materials, with its electron-accepting properties and molecular tunability driving continued interest in energy and specialty coating applications.

Graphene Manufacturing Group (GMG) submitted a Significant New Use Notice (SNUN) to the US EPA on June 2, 2026, seeking authorization to manufacture, distribute, and sell graphene coatings, lubricants, and fluids domestically in the United States, with approval expected by end of June 2027. The filing marks a shift from export-only access to domestic graphene production in the US, which could establish a local graphene supply chain for industrial applications including HVAC coatings and engine lubricant additives.

HydroGraph added Hubron International, a Manchester-based masterbatch and conductive polymer compounder with over 90 years of experience, to its Fractal Graphene Compounding Partner Program on February 10, 2026. The partnership gives HydroGraph access to Hubron's global distributor network and established carbon nanomaterial processing capabilities, supporting broader commercial adoption of graphene in thermoplastic applications across automotive, electronics, and other sectors.

First Graphene (ASX:FGR) reported 53% revenue growth in the half to December 2025, pinning its scale-up thesis on construction additives, protective coatings and energy-storage applications.