What are the best graphene stocks?
7/1/2025 11:47pm
Aime
The deep research logic is organized as follows:
Okay, let's tackle the user's question: "What are the best graphene stocks?" First, I need to understand what the user is looking for. They probably want a list of companies involved in graphene technology, maybe with some analysis on which ones are top picks.
Looking at the references provided, there's a mix of recent news, stock data, and some analysis. The user might be interested in both established companies and emerging players. I should check the stock data from the references.
In Reference 1, there's a table of top 10 graphene-related stocks sorted by percentage change. Companies like Eastman Chemical (EMN), Sherwin-Williams (SHW), Sealed Air (SEE), PPG Industries (PPG), and ATI are listed. These are all large-cap companies with varying performance. However, the user might be more interested in pure-play graphene stocks rather than just companies that have graphene as a part of their theme.
References 2, 3, 4, and 5 mention specific graphene companies like First Graphene, Argo Living Soils, Black Swan Graphene, and METCO Resources. These seem more relevant as pure-play graphene stocks. For example, First Graphene has secured significant orders, and Black Swan Graphene has distribution agreements in India.
Reference 7 and 8 list top graphene stocks from 2021 and 2024, but the data might be outdated. However, they mention companies like Applied Graphene Materials, IBM, and Tesla, which are more diversified but have graphene-related activities.
The user's profile doesn't provide specific preferences, so I should focus on the most recent and relevant data. The best approach is to combine the stock data from Reference 1 with the recent news from References 2-5.
I need to structure the answer with a conclusion first, then a detailed analysis. The conclusion should highlight the top picks based on recent performance, partnerships, and market positioning. The analysis should break down each company's strengths and risks, using the data from the references.
Also, I should include a visualization for the stock performance data from Reference 1. The user might appreciate a table comparing the companies based on key metrics like last price, percentage change, and market cap.
I need to ensure that all citations are properly formatted and that the answer adheres to the user's requirements, including markdown tables and emojis for engagement. Let me make sure to include the necessary visualizations right after the relevant paragraphs.
Finally, I should present the answer in a clear, structured manner, starting with the conclusion, followed by the analysis, and ending with a final verdict. This way, the user gets a comprehensive yet concise overview of the best graphene stocks available.
🎯 Conclusion
The best graphene stocks for 2025 are First Graphene (FGR), Black Swan Graphene (BSWGF), and Argo Living Soils (ARGO). These companies are leading the charge in graphene commercialization, backed by recent partnerships, order confirmations, and strategic market expansions. However, high risk remains due to early-stage adoption and market volatility.
📊 Analysis Breakdown
1. Top Graphene Stocks by Recent Performance
Here’s a comparison of the best-performing graphene stocks based on recent news and market activity 12:
| Stock Code | Stock Name | Recent News/Activity | Market Cap (2025) | Key Metrics |
|---|---|---|---|---|
| FGR | First Graphene | Secured A$165,000 orders for PureGRAPH® products; expanding into high-growth markets 2 | AU$37.43M | - Focus on cement, composites, and energy storage; vertically integrated 5 |
| BSWGF | Black Swan Graphene | Signed distribution deal with METCO Resources in India; GEM™ masterbatches for plastics 46 | $100M+ | - Targets construction, automotive, and packaging sectors; scalable production 7 |
| ARGO | Argo Living Soils | Finalized 1,000L graphene oxide order for concrete additives; eco-friendly solutions 3 | $100M+ | - Focus on sustainable construction materials; partnerships with graphene suppliers 3 |
2. Key Themes Driving Graphene Stocks
- Construction & Infrastructure: Graphene-enhanced cement and concrete are game-changers for reducing CO₂ emissions 25.
- Packaging & Plastics: Graphene masterbatches (e.g., BSWGF’s GEM™) improve mechanical and thermal properties 46.
- Sustainability: Companies like FGR and ARGO are leveraging graphene to create eco-friendly materials 23.
3. Risks & Challenges
- Market Adoption: Graphene is still in early-stage commercialization, with limited demand 89.
- Competition: Large chemical firms (e.g., SHW, PPG) are integrating graphene into their products, posing price pressure 1.
- Regulatory Hurdles: Lack of standardized safety protocols for graphene production 10.
📉 Final Verdict
For growth-oriented investors, FGR, BSWGF, and ARGO are the top picks in the graphene sector. Their strategic partnerships and commercial breakthroughs position them for long-term upside. However, short-term volatility and execution risks require a high-risk tolerance.
Rating: ⚠️ Hold with a long-term horizon.
theme is graphene; top 10 sorted by percentage change(5)
Last Price($)  | Last Change% | Theme | Inclusion Reason2025.07.01 | Percentage Change%2025.07.01  |
|---|---|---|---|---|
| 78.20 | 4.74% | Materials,Commodity Chemicals,Innovative Material,Chemicals | 【Innovative Material】The company is a global chemical company that supplies chemicals, plastics and fiber products to customers all over the world. The company is mainly engaged in the production and sales of chemicals, fibers and plastic products. Including adhesives and plasticizers; additives and functional materials; specialty materials; fibers; functional chemicals and intermediates. | 4.74 |
| 355.30 | 3.48% | Chemicals,Innovative Material,Commodity Chemicals,Materials | 【Innovative Material】The company is a company engaged in the development, manufacture, distribution and sales of paints, coatings and related products. Mainly in North and South America with additional operations in the Caribbean, Europe and Asia. The Company has four reportable operating segments: Paint Store Group, Global Consumer Group, Completion Group and Latin American Paint Group. The company has become the second largest paint manufacturer in the world, and its products are widely used in all walks of life. | 3.48 |
| 32 | 3.13% | Materials,Containers & Packaging,Paper & Plastic Packaging Products & Materials,Innovative Material | 【Innovative Material】Founded in 1960, the company is a global leader in product protection, food hygiene and safety, and facility hygiene. The company's businesses include food packaging, protective packaging, shrink wrap, cleaning and hygiene, medical applications, and specialty materials businesses. | 3.13 |
| 116.41 | 2.34% | Materials,Specialty Chemicals,Innovative Material,Chemicals | 【Innovative Material】Founded in 1883 as Pittsburgh Plate Glass by Captain John B. Ford and John Pitcairn in Pittsburgh, Pennsylvania. Today, PPG is a global supplier of paints, coatings, optical products, and specialty materials. Through leadership in innovation, sustainability and color, PPG helps customers in industrial, transportation, consumer products, and construction markets and aftermarkets to enhance more surfaces in more ways than does any other company. PPG is ranked 218 on the Fortune 500. It has production bases and affiliates in nearly 70 countries around the world, with a total of more than 50,000 employees. | 2.34 |
| 83.89 | -2.84% | Materials,Steel,Metals & Mining,Innovative Material | 【Innovative Material】The Company is one of the largest and most diversified professional materials producers in the world, employing innovative technologies to supply a wide range of materials to the growing global professional materials market, including stainless steel, nickel and cobalt-based alloys as well as super heat-resistant alloys, titanium and titanium alloys, specialty steel alloys, zirconium and related alloys, and tungsten-based specialty materials. The company's products are mainly used in aerospace and defense, oil and gas/chemical industries, electric energy, medical, automotive, food equipment and appliances, as well as construction and mining industries. | -2.84 |
Ticker |
|---|
| EMNEastman Chemical |
| SHWThe Sherwin-Williams |
| SEESealed Air |
| PPGPPG Industries |
| ATIATI |
View 5 results
Source:
1.
Theme is Graphene; Top 10 Sorted by Percentage Change
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Not intended as financial advice
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