Core Viewpoint - HydroGraph Clean Power Inc. has made significant advancements in its production and commercialization of ultra-pure graphene, aiming to commence commercial sales of its 99.8% pure carbon fractal graphene products as it enters Fiscal Year 2026 [1][2]. Commercial Sales and Pipeline - The company has a robust commercial sales pipeline with over 65 projects in various stages of development, targeting applications from medical devices to large-scale markets like composites and coatings [2]. - HydroGraph is prioritizing the commercialization of these applications and is working closely with multiple partners to finalize agreements [2]. Scientific and Engineering Advancements - HydroGraph has developed a comprehensive library of graphene applications in collaboration with commercial partners and the Graphene Engineering and Innovation Centre [3]. - The company has documented the importance of purity and consistency in graphene production, which differentiates its products in the market [3]. Innovations and Patents - HydroGraph has announced its first graphene-related patents resulting from its innovation efforts, adding to its engineering knowledge for incorporating graphene into various applications [4]. Production Capacity and Expansion - The company has produced approximately one ton of graphene to date, with plans to expand production capacity to about 30 tons per year through additional Hyperion Reactors [5][6]. - A new facility in Austin, TX is set to enhance operations and production capabilities, with construction expected to begin soon and operational by Spring 2026 [5][6]. Strategic Relationships and Future Plans - HydroGraph is securing a new production facility in Texas, which will provide access to acetylene, a key input material, enabling rapid scale-up of manufacturing capacity [6]. - The company is considering strategic initiatives, including a potential NASDAQ listing, to enhance access to capital and strengthen industry relationships [10]. Customer Engagement and Market Interest - HydroGraph has sold graphene to over 60 customers currently in the testing phase, with many expected to close within 2026 [8]. - The company is also engaging with U.S. government and military contacts regarding the role of graphene in national interests, indicating growing federal interest in domestic supply of key resources [9].

Core Viewpoint - Black Swan Graphene Inc. is making significant strides in the commercialization of its Graphene-Enhanced Masterbatch™ (GEM™) products, which are gaining traction in various industrial sectors, particularly in the polymer industry [1][2]. Commercial Initiatives - The company is currently collaborating with over 40 customers and companies on joint projects since launching multiple GEM products in mid-2024 [3]. - Black Swan's strategy involves working closely with distribution partners and masterbatch manufacturers to enhance product adoption and market reach [1][4]. Production Capacity Expansion - Black Swan has ordered a next-generation production unit, aiming to increase its production capacity to 140 tonnes per annum, more than tripling its current capacity [5]. - The new production unit will be installed at the existing facility of Thomas Swan & Co. Ltd., leveraging established infrastructure to minimize capital expenditure and accelerate output [6]. GEM Strategy - The GEM strategy is central to Black Swan's commercial advancements, with partnerships established with companies like Hubron International Ltd, Broadway Colours Ltd., and Modern Dispersions Inc. [7]. - Feedback from masterbatch companies indicates that Black Swan's graphene product is exceptionally well-suited for masterbatch applications due to its excellent dispersion properties [7][9]. Market Applications - In the agricultural sector, GEM products are being trialed by a major North American manufacturer to enhance the strength and sustainability of agricultural films [12]. - The global agricultural films market was valued at USD 11.45 billion in 2023 and is projected to grow at a CAGR of 8.8% from 2024 to 2030, driven by rising agricultural output and sustainable practices [13]. Packaging Solutions - Black Swan is collaborating with prominent packaging companies to improve barrier properties in various applications, achieving significant performance improvements such as over 20% weight reduction and more than 40% reduction in water vapor transmission [16][17]. - The company is also pursuing FDA approval for food contact applications, which could lead to widespread adoption of graphene in high-demand packaging solutions [17]. Bio-Based Packaging - Black Swan is making progress in the bio-based packaging sector, focusing on incorporating graphene-enhanced polylactic acid (PLA) into consumer packaging, achieving barrier property improvements of up to 50% [18]. Overall Focus - Black Swan is dedicated to large-scale production and commercialization of patented high-performance graphene products aimed at various industrial sectors, including concrete and polymers [20].