What are the best graphene stocks?

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Reference 7 and 8 list top graphene stocks from 2021 and 2024, but the data might be outdated.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**.

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### 📊 **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** :

| 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 | AU$37.43M | - Focus on **cement, composites, and energy storage**; vertically integrated |
| **BSWGF** | Black Swan Graphene | Signed **distribution deal** with METCO Resources in India; GEM™ masterbatches for plastics | $100M+ | - Targets **construction, automotive, and packaging** sectors; scalable production |
| **ARGO** | Argo Living Soils | Finalized **1,000L graphene oxide order** for concrete additives; eco-friendly solutions | $100M+ | - Focus on **sustainable construction materials**; partnerships with graphene suppliers |

#### 2. **Key Themes Driving Graphene Stocks**
- **Construction & Infrastructure**: Graphene-enhanced cement and concrete are **game-changers** for reducing CO₂ emissions .
- **Packaging & Plastics**: Graphene masterbatches (e.g., BSWGF’s GEM™) improve **mechanical and thermal properties** .
- **Sustainability**: Companies like FGR and ARGO are leveraging graphene to create **eco-friendly materials** .

#### 3. **Risks & Challenges**
- **Market Adoption**: Graphene is still in **early-stage commercialization**, with limited demand .
- **Competition**: Large chemical firms (e.g., SHW, PPG) are integrating graphene into their products, posing **price pressure** .
- **Regulatory Hurdles**: Lack of **standardized safety protocols** for graphene production .

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### 📉 **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
|code|stock code|stock name|Last Price|Last Change|Theme|Inclusion Reason[20250701]|Percentage Change[20250701]|market_code|
|---|---|---|---|---|---|---|---|---|
|EMN|EMN.N|Eastman Chemical|78.2|4.741495|||4.741495|169|
|SHW|SHW.N|The Sherwin-Williams|355.3|3.4774|||3.4774|169|
|SEE|SEE.N|Sealed Air|32|3.126007|||3.126007|169|
|PPG|PPG.N|PPG Industries|116.41|2.338462|||2.338462|169|
|ATI|ATI.N|ATI|83.89|-2.837619|||-2.837619|169|