Energy Storage

As of mid-2022, the global graphene and graphene oxide installed capacity easily exceeds 12,000 tonnes per year, but utilization is low as the orders lag significantly behind. Is this a natural part of the commercial journey, or has hype overcome reality? Is this a case of "build it, they will come", or are there real market needs? What does the future hold for these graphene manufacturers? IDTechEx provides an independent perspective on these questions and more.

The past decade has seen an ever-increasing number of companies within the graphene market, with a seemingly constant stream of new material suppliers appearing. As is the case for any well-established industry, market stability and profitability are expected to go hand in hand with the emergence of a handful of dominant players within the material supply chain.

IDTechEx believes that Europe will remain a charging dominant region with a focus on DC fast charging deployment, and the number of swapping stations will remain small.

Thursday 15 September 2022 - Overview of the broad graphene material family and different manufacturing processes; Graphene market status and outlook; Comparison to incumbent conductive carbon additives; A deep dive into 8 significant application areas with examples, pain points, and market outlook; and much more!

The current iteration of Li-ion batteries, which are based on graphite anodes, liquid electrolytes, and cathode materials such as NMC and LFP, are generally considered to be reaching their performance limits. However, from cell materials to battery designs, there are still several routes that can lead to further improvements in performance and cost.

With increasing scrutiny of the environmental impact of current building practices, the electrification of mobile construction machinery offers construction companies a relatively near-term opportunity to demonstrate their environmental credentials.

While 2022 continues to add to the challenges electric vehicle (EV) makers face, markets are still growing. Indeed, electric car sales for the first half of 2022 reached ~3.5 million, according to IDTechEx research.

Thursday 11 August 2022 - The 2021 sales of zero-emission trucks and the addressable market; What zero-emission trucks need to deliver for commercial rollout; Key enabling technologies: batteries/motors/charging; The role of battery and fuel cell trucks; IDTechEx's outlook for zero-emission truck deployment

2022 continues to present great challenges for electric vehicle makers, but despite these challenges electric vehicle markets have continued to grow. However, in an era of shortages, disruption is inevitable. IDTechEx believes improvements to drive cycle efficiency and vehicle design, minimizing battery capacity and other material requirements per vehicle, must come to the forefront.

To date, the commercialization of graphene has been more of a "material push" rather than a "market pull"; a solution looking for a problem. In this first phase, there were numerous technical and commercial barriers to overcome, which in materials science does not happen overnight. IDTechEx believes that this is changing, with graphene entering the next stage, the growth phase, of its commercial journey.