ADVERTORIAL
The Little-Known Mineral Driving The Newest Innovations In Technology
Editorial Feature | July 6, 2023
It’s in the process of transforming 3 of the largest sectors of the economy — and one small company owns the only domestic supply.
Not long ago, the impossible happened.
Gert-Jan Oskam — paralyzed in an accident in China in 2011 — started walking again.
Thanks to an electrical implant that can transmit electrical impulses to his nervous system, located below the break in his spinal column…
And two electrodes, embedded below his skull, that pick up and transmit the electrical signals from his motor cortex…
Oskam can walk again[i].
When this medical breakthrough is publicly available — likely in the next five to ten years — it will rely on one insanely useful meta material that is in the process of rewriting the texture of human life.
This meta material is graphene, and like its cousin, the carbon nanotube, it was more manufactured than discovered.
Graphene possesses an amazing array of qualities.
- It is 100 times stronger than steel — despite being a lattice matrix a single atom thick.
- It is incredibly flexible — because it is so thin.
- It is superconductive — meaning it can carry energy without any resistance.
Put these characteristics together, and you have a material that is so powerful… and so versatile…
We may look back at this as the start of the Graphene Age.
We’re only at the beginning of understanding the many uses of graphene, the highly processed version of natural graphite, which sells for up to $200,000 per tonne.
But we do know some of the breakthroughs it is already achieving today, in some of the most lucrative sectors in the world.
Market opportunity #1
Healthcare Will Never Be the Same
You have already heard the amazing story of Gert-Jan Oskam walking again.
When that biomedical tech is ready for large-scale use, it will rely on graphene.
Graphene, as already discussed, is strong, light, and conductive. That makes it an ideal material for electrodes and biotech applications.
It’s easy to see how graphene batteries that never need recharging would be useful in medical applications — like powering pacemakers without ever needing a follow-up surgery.
Graphene is also naturally antimicrobial — making it a powerful tool to use throughout medicine. It can coat everything from surfaces to scalpels, making them safer, and stronger.
Indeed, thanks to graphene’s honeycomb-like lattice of tightly bunched atoms, graphene makes for a very powerful filter.
- It can remove nearly all salt from salt water.
- It can strain bacteria out of water.
- A filter made of graphene is so fine, it can remove the color from whiskey.
Graphene could save billions of lives through providing clean water alone, but it’s also a tremendously sensitive instrument for detecting problems. In tests, graphene was able to identify a single cancer cell, once it knew what to look for.
There are temporary graphene tattoos in development that can display all sorts of vital signs directly on a patient’s skin — without needing all the hookups that traditionally are used for monitoring vitals.
The biomedical uses are likely to be the first to market — and we’re only just beginning to scratch the surface of graphene’s potential.
Market opportunity #2
A New, Stronger Defense For Military Applications
100 times stronger than steel, yet light and flexible?
Of course, graphene is being studied as a body armor.
In tests, it has proven stronger than everything thrown at it. Graphene can’t even be cut by diamond.
In ballistic tests, interestingly, two sheets of graphene were found to be the strongest configuration — better than a single sheet, but also better than multiple sheets.
This is a material that could easily be infused into every piece of kit a soldier wears — and it will be nearly impenetrable.
The only way to get through? Once this body armor is perfected, penetration will likely require graphene munitions.
Just as drones are changing air warfare in Ukraine today, it is likely that graphene will change all phases of combat in the next war.
We’re only beginning to understand how useful graphene can be. It might be the most exciting material we’re working with today.
And yet, graphene only makes a small part of the overall graphite market.
Market opportunity #3
Driving The Largest Energy Transformations in History
Today, humanity is attempting one of the greatest collective projects since the early days of the industrial revolution.
A transition away from a fossil fuel economy to renewable energies.
The process is already underway. Electric Vehicle (EV) sales are increasing at a rapid pace — going up around 29% every year, with growth accelerating over time.
Solar power is expected to grow from $176 billion last year, to $256 billion by 20283.
Wind is jumping as well — approximately doubling in the US since 2013 and projected to nearly quadruple by 20504.
Other countries are seeing even more rapid growth. And there is one thing that all this clean tech has in common.
The need for battery storage.
EVs run on batteries. Solar plants and wind farms need batteries to store power for when the sun doesn’t shine, or the air is still and not moving.
Investors have been jumping at the chance to get in on this trend — investing heavily in lithium and other battery metals that support our transition to a clean energy economy.
But many investors are missing the real opportunity.
While lithium gets the press, graphite has the prospect to be a bigger factor in the clean economy.
After all, while lithium-ion batteries have made lithium famous, only about 3% of the batteries are made of lithium.
The largest single component in these next-gen batteries? That’s graphite — which makes up nearly 30% of lithium-ion batteries.
In fact, the average EV uses 146 pounds of graphite to make its batteries — 29% of total battery material, and by far the most used component.
Given that there will be more vehicles on the road in general in coming years, that means the EV market will multiply more than 10x over the next few decades.
That requires a lot of graphite.
The Right Plan at the Right Time
To begin with, a little-known junior explorer owns the rights to one of the only known vein graphite assets in the USA.
Located in southern Montana, their Ruby Project was an active graphite mine for the first half the 20thcentury.
When WW2 ended and it became cheaper to source graphite overseas, production shut down — but there are strong indications of there being graphite remaining on the site.
The most recent samples taken shows graphite in concentrations of 95%-98%.
The project is also ideally located. It is right next to the rail connections that service the entire USA. Near the town of Dillon, Montana with a large workforce.
And it is also a short distance to a new solar plant facility — which is a great source for clean energy.
Right now, the company is undertaking an extensive mineral exploration program to show the viability and economics of its project in Montana. This includes plans for a summer 2023 drill program.
The company hopes the Ruby Project to be operational by 2026, in good timing for when those clients have analyzed the graphite material and confirmed the chemistry is suitable for the application they plan to use with the CSPG.
But theproject is not just attractive because it is a historical mine. It also is the only known site in the USA that produces both flake and vein graphite.
Both kinds are important — because both fill different needs. And, when properly processed, both can prove enormously profitable.
Which brings us to the other part of the company’s strategic plan.
Another Ace-in-the-Hole
The junior explorer just announced a strategic investment with a leading nanotech company that’s developed a unique solution to manufacturing high-quality graphene.
Now up until now, manufacturing graphene from natural graphite has not an easy task.
In fact, the industry has mainly been reliant on synthetic graphene, because of the lack of diverse supply options. The majority of graphite is sourced in China. But this nanotech innovator has developed a way to create graphene using their proprietary methods
Andy they’ve figured out how to manufacture this high-grade graphene in a clean, non-polluting way.
It’s not an exaggeration to say that this new processing method could greatly increase the availability of graphene — and just in time, as graphene is proving a key ingredient for more and more industries.
And it’s also not an exaggeration that, by teaming up with new investor and partner ,we could be witnessing the birth of the next great mining giant.
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