Tag Archives: NESTA (National Endowment for Science Technology and the Arts)

Are there any leaders in the ‘graphene race’?

Tom Eldridge, a director and co-founder of Fullerex, has written a Jan. 5, 2017 essay titled: Is China still leading the graphene race? for Nanotechnology Now. Before getting to the essay, here’s a bit more about Fullerex and Tom Eldridge’s qualifications. From Fullerex’s LinkedIn description,

Fullerex is a leading independent broker of nanomaterials and nano-intermediates. Our mission is to support the advancement of nanotechnology in creating radical, transformative and sustainable improvement to society. We are dedicated to achieving these aims by accelerating the commercialisation and usage of nanomaterials across industry and beyond. Fullerex is active in market development and physical trading of advanced materials. We generate demand for nanomaterials across synergistic markets by stimulating innovation with end-users and ensuring robust supply chains are in place to address the growing commercial trade interest. Our end-user markets include Polymers and Polymer Composites, Coatings, Tyre and Rubber, Cementitious Composites, 3D Printing and Printed Electronics, the Energy sector, Lubricating Oils and Functional Fluids. The materials we cover: Nanomaterials: Includes fullerenes, carbon nanotubes and graphene, metal and metal oxide nanoparticles, and organic-inorganic hybrids. Supplied as raw nanopowders or ready-to-use dispersions and concentrates. Nano-intermediates: Producer goods and semi-finished products such as nano-enabled coatings, polymer masterbatches, conductive inks, thermal interface materials and catalysts.

As for Tom Eldridge, here’s more about him, his brother, and the company from the Fullerex About page,

Fullerex was founded by Joe and Tom Eldridge, brothers with a keen interest in nanotechnology and the associated emerging market for nanomaterials.

Joe has a strong background in trading with nearly 10 years’ experience as a stockbroker, managing client accounts for European Equities and FX. At University he read Mathematics at Imperial College London gaining a BSc degree and has closely followed the markets for disruptive technologies and advanced materials for a number of years.

Tom worked in the City of London for 7 years in commercial roles throughout his professional career, with an expertise in market data, financial and regulatory news. In his academic background, he earned a BSc degree in Physics and Philosophy at Kings College London and is a member of the Institute of Physics.

As a result, Fullerex has the strong management composition that allows the company to support the growth of the nascent and highly promising nanomaterials industry. Fullerex is a flexible company with drive, enthusiasm and experience, committed to aiding the development of this market.

Getting back to the matter at hand, that’s a rather provocative title for Tom Eldridge’s essay,. given that he’s a Brit and (I believe) the Brits viewed themselves as leaders in the ‘graphene race’ but he offers a more nuanced analysis than might be expected from the title. First, the patent landscape (from Eldridge’s Jan. 5, 2017 essay),

As competition to exploit the “wonder material” has intensified around the world, detailed reports have so far been published which set out an in-depth depiction of the global patent landscape for graphene, notably from CambridgeIP and the UK Intellectual Property Office, in 2013 and 2015 respectively. Ostensibly the number of patents and patent applications both indicated that China was leading the innovation in graphene technology. However, on closer inspection it became less clear as to how closely the patent figures themselves reflect actual progress and whether this will translate into real economic impact. Some of the main reasons to be doubtful included:

– 98% of the Chinese patent applications only cover China, so therefore have no worldwide monopoly.
– A large number of the Chinese patents are filed in December, possibly due to demand to meet patent quotas. The implication being that the patent filings follow a politically driven agenda, rather than a purely innovation or commercially driven agenda.
– In general, inventors could be more likely to file for patent protection in some countries rather than others e.g. for tax purposes. Which therefore does not give a truly accurate picture of where all the actual research activity is based.
– Measuring the proportion of graphene related patents to overall patents is more indicative of graphene specialisation, which shows that Singapore has the largest proportion of graphene patents, followed by China, then South Korea.

(Intellectual Property Office, 2015), (Ellis, 2015), (CambridgeIP, 2013)

Then, there’s the question of production,

Following the recent launch of the latest edition of the Bulk Graphene Pricing Report, which is available exclusively through The Graphene Council, Fullerex has updated its comprehensive list of graphene producers worldwide, and below is a summary of the number of graphene producers by country in 2017.

Summary Table Showing the Number of Graphene Producers by Country and Region

The total number of graphene producers identified is 142, across 27 countries. This research expands upon previous surveys of the graphene industry, such as the big data analysis performed by Nesta in 2015 (Shapira, 2015). The study by Nesta [formerly  NESTA, National Endowment for Science, Technology and the Arts) is an independent charity that works to increase the innovation capacity of the UK; see Wikipedia here for more about NESTA] revealed 65 producers throughout 16 countries but was unable to glean accurate data on producers in Asia, particularly China.

As we can now see however from the data collected by Fullerex, China has the largest number of graphene producers, followed by the USA, and then the UK.

In addition to having more companies active in the production and sale of graphene than any other country, China also holds about 2/3rds of the global production capacity, according to Fullerex.

Eldridge goes on to note that the ‘graphene industry’ won’t truly grow and develop until there are substantive applications for the material. He also suggests taking another look at the production figures,

As with the patent landscape, rather than looking at the absolute figures, we can review the numbers in relative terms. For instance, if we normalise to account for the differences in the size of each country, by looking at the number of producers as a proportion of GDP, we see the following: Spain (7.18), UK (4.48), India (3.73), China (3.57), Canada (3.28) [emphasis mine], USA (1.79) (United Nations, 2013).

Unsurprisingly, each leading country has a national strategy for economic development which involves graphene prominently.

For instance, The Spanish Council for Scientific Research has lent 9 of its institutes along with 10 universities and other public R&D labs involved in coordinating graphene projects with industry.

The Natural Sciences and Engineering Research Council of Canada [NSERC] has placed graphene as one of five research topics in its target area of “Advanced Manufacturing” for Strategic Partnership Grants.

The UK government highlights advanced materials as one of its Eight Great Technologies, within which graphene is a major part of, having received investment for the NGI and GEIC buildings, along with EPSRC and Innovate UK projects. I wrote previously about the UK punching above its weight in terms of research, ( http://fullerex.com/index.php/articles/130-the-uk-needs-an-industrial-revolution-can-graphene-deliver/ ) but that R&D spending relative to GDP was too low compared to other developed nations. It is good to see that investment into graphene production in the UK is bucking that trend, and we should anticipate this will provide a positive economic outcome.

Yes, I’m  particularly interested in the fact Canada becomes more important as a producer when the numbers are relative but it is interesting to compare the chart with Eldridge’s text and to note how importance shifts depending on what numbers are being considered.

I recommend reading Eldridge’s piece in its entirety.

A few notes about graphene in Canada

By the way, the information in Eldridge’s essay about NSERC’s placement of graphene as a target area for grants is news to me. (As I have often noted here, I get more information about the Canadian nano scene from international sources than I do from our national sources.)

Happily I do get some home news such as a Jan. 5, 2017 email update from Lomiko Metals, a Canadian junior exploration company focused on graphite and lithium. The email provides the latest information from the company (as I’m not an expert in business or mining this is not an endorsement),

On December 13, 2016 we were excited to announce the completion of our drill program at the La Loutre flake graphite property. We received very positive results from our 1550 meter drilling program in 2015 in the area we are drilling now. In that release I stated, “”The intercepts of multiple zones of mineralization in the Refractory Zone where we have reported high grade intercepts previously is a very promising sign. The samples have been rushed to the ALS Laboratory for full assay testing,” We hope to have the results of those assays shortly.

December 16, 2016 Lomiko announced a 10:1 roll back of our shares. We believe that this roll back is important as we work towards securing long term equity financing for the company. Lomiko began trading on the basis of the roll back on December 19.

We believe that Graphite has a bright future because of the many new products that will rely on the material. I have attached a link to a video on Lomiko, Graphite and Graphene.  

https://youtu.be/Y–Y_Ub6oC4

January 3, 2017 Lomiko announced the extension and modification of its option agreements with Canadian Strategic Metals Inc. for the La Loutre and Lac des Iles properties. The effect of this extension is to give Lomiko additional time to complete the required work under the agreements.

Going forward Lomiko is in a much stronger position as the result of our share roll back. Potential equity funders who are very interested in our forthcoming assay results from La Loutre and the overall prospects of the company, have been reassured by our share consolidation.

Looking forward to 2017, we anticipate the assays of the La Loutre drilling to be delivered in the next 90 days, sooner we hope. We also anticipate additional equity funding will become available for the further exploration and delineation of the La Loutre and Lac des Iles properties and deposits.

More generally, we are confident that the market for large flake graphite will become firmer in 2017. Lomiko’s strategy of identifying near surface, ready to mine, graphite nodes puts us in the position to take advantage of improvements in the graphite price without having to commit large sums to massive mine development. As we identify and analyze the graphite nodes we are finding we increase the potential resources of the company. 2017 should see significantly improved resource estimates for Lomiko’s properties.

As I wasn’t familiar with the term ‘roll back of shares’, I looked it up and found this in an April 18, 2012 posting by Dudley Pierce Baker on kitco.com,

As a general rule, we hate to see an announcement of a share rollback, however, there exceptions which we cover below. Investors should always be aware that if a company has, say over 150 million shares outstanding, in our opinion, it is a potential candidate for a rollback and the announcement should not come as a surprise.

Weak markets, a low share price, a large number of shares outstanding, little or no cash and you have a company which is an idea candidate for a rollback.

The basic concept of a rollback or consolidation in a company’s shares is rather simple.

We are witnessing a few cases of rollbacks not with the purpose of raising more money but rather to facilitate the listing of the company’s shares on the NYSE [New York Stock Exchange] Amex.

I have no idea what situation Lomiko finds itself in but it should be noted that graphere research has been active since 2004 when the first graphene sheets were extracted from graphite. This is a relatively new field of endeavour and Lomiko (along with other companies) is in the position of pioneering the effort here in Canada. That said, there are many competitors to graphene and major international race to commercialize nanotechnology-enabled products.

Are there any leaders in the ‘graphene race?

Getting back to the question in the headline, I don’t think there are any leaders at the moment. No one seems to have what they used to call “a killer app,” that one application/product that everyone wants and which drive demand for graphene.

Afrofuturism in the UK’s Guardian newspaper and as a Future Tense Dec. 2015 event

My introduction to the term, Afrofuturism was in a March 11, 2015 posting by Jessica Bland for the Guardian in the Technology/Political Science section. It was written on the occasion of a then upcoming FutureFest event,

This is unapologetically connected to FutureFest, the festival Nesta (where I work) is holding this weekend in London Bridge. These thoughts represent the ideas that piqued my interest while curating talks and exhibits based on the thought experiment of a future African city-superpower. George Clinton, Spoek Mathambo, Tegan Bristow and Fabian-Carlos Guhl (from Ampion Venture Bus) will be speaking during the weekend. Thomas Aquilina is displaying photographs from his trip and the architects of the Lagos 2060 project will take part in a debate on whether their fiction can lead to a different kind of future.

In anticipation of the March 2015 FutureFest event, Bland had  written a roundup piece about “New sounds from South Africa and Nigeria’s urban science fiction [that] could change the future of technology and the city.” Here are some excerpts from her piece (Note: Links have been removed),

Strong stories or visions of the future stick around. The 1920s sci-fi fantasy of a jetpack commute still pops up in discussions about the future of technology, not to mention as an option on the Citymapper travel app. By co-opting or creating new visions of the future, it seems possible to influence the development of new products and services – from consumer tech to urban infrastructure. A new generation of African artists is taking over the mantle of Afrofuturist arts from a US-centred crowd. They could bring a welcome change to how technology is developed in the region, as well as a challenge to the dominance of imported plans for urban development.

Last Thursday’s London gig from Fantasma was sweaty and boisterous. It was also very different from the remix of Joy Division’s She’s Lost Control that brought front man Spoek Mathambo to the attention of a global audience a couple of years ago. Fantasma is a group of South African musicians with different backgrounds. Guitarist Bhekisenzo Cele started the gig with three of his own songs, introducing the traditional Zulu maskandi music that they went on to mix with shangaan electro, hiphop, punk, electronica and everything in between.

The gig had a buzz about it. But the performance was from a new collective trying things out; it wasn’t as genre-smashing as expected. And expectations ride high for Spoek. In 2011, he titled a collection from his back catalogue ‘Beyond Afrofuturism’. He took on, at least in name, a whole Afro-American cultural movement: embodied by musicians like Sun Ra, George Clinton and Drexciya. A previous post on this blog by Chardine Taylor-Stone describes the roots of Afrofuturism in science fiction that centres on space travel and human enhancement. But she goes on to say: “Afrofuturism also goes beyond spaceships, androids and aliens, and encompasses African mythology and cosmology with an aim to connect those from across the Black Diaspora to their forgotten African ancestry.” Spoek shares what he calls a cultural lineage with this movement. But he is not Afro-American. He also shares a cultural lineage with the sounds of South African musicians he grew up listening to.

Other forms of art are taking an increasingly activist role in the future of technology. Lydia Nicholas’s description of the relationship between Douglas Adam’s fictional Hitchhiker’s Guide and the real life development of the iPad shows how science fiction can effortlessly influence the development of new technology.

The science fiction collection Lagos 2060 is a more purposeful intervention. Published in 2013, it speculates about what it will be like to live in Lagos 100 years after Nigeria gained independence from the UK. It was born out of a creative writing workshop initiated by DADA books in Lagos. Foundation director of DADA, Ayodele Arigbabu, described the collection and other similar video and visual art work (in an email): “Far more than aesthetic indulgence, these renditions are a calibration of the changes deemed necessary in today’s political, technical and cultural infrastructure.”

Bland also explores a history of this movement,

Gaston Berger was the Senegalese founder of the academic journal Prospectiv in 1957. To many, he was the first futurist, or at least one of the first people to describe themselves as one. He founded promotes the practice of playing out the human consequences of today’s action. This is about avoiding a fatalistic approach to the future: about being proactive and provoking change, as much as anticipating it.

Berger’s early work spawned a generation, and then another and another, of professional futurists. They work in different ways and different places. Some are in government, enticing and frightening politicians with the prospect of a different transport system, healthcare sector or national security regime. Some are consultants to large companies, offering advice on the way that trends like 3D printing or flying robots will change their sector. An article from 1996 does a good job of summarising the principles of this movement: don’t act like an ostrich and ignore the future by putting your head in the sand; don’t act like a fireman and just respond to threats to your future; and don’t focus just on insurance against for the future.

Bland has written an interesting and sprawling piece, which in some way reflects the subject. Africa is a huge and sprawling continent.

Slate, a US online magazine, is hosting along with New America and Arizona State University a Future Tense event on Afrofuturism but this seems to be quite US-centric. From the Future Tense Afrofuturism event webpage on the Slate website (Note: Links have been removed),

Future Tense is hosting a conversation about Afrofuturism in New York City on December 3rd, 2015 from 6:30-8:30 p.m.

Afrofuturism emphasizes the intersection of black cultures with questions of imagination, liberation, and technology. Rooted in works like those of science fiction author Octavia Butler, avant-garde jazz legend Sun Ra, and George Clinton, Afrofuturism explores concepts of race, space and time in order to ask the existential question posed by critic Mark Dery: “Can a community whose past has been deliberately erased imagine possible futures?”

Will the alternative futures and realities Afrofuturism describes transform and reshape the concept of black identity? Join Future Tense for a discussion on Afrofuturism and its unique vantage on the challenges faced by black Americans and others throughout the African diaspora.

During the event, enjoy an Afrofuturist inspired drink from 67 Orange Street. Follow the discussion online using #Afrofuturism and by following @NewAmericaNYC and @FutureTenseNow.

Click here to RSVP. Space is limited so register now!

PARTICIPANTS

Michael Bennett
Principal Investigator, School for the Future of Innovation in Society, Arizona State University
@MGBennett

Ytasha Womack
Author, Afrofuturism: The World of Black Sci-Fi and Fantasy Culture and Post Black: How A New Generation is Redefining African American Identity
@ytashawomack

Juliana Huxtable
DJ and Artist
@HUXTABLEJULIANA

Walé Oyéjidé
Designer and Creative Director, Ikire Jones
@IkireJones

Aisha Harris
Staff writer, Slate
@craftingmystyle

It seems we have one word, Afrofuturism, and two definitions. One where Africa is referenced and one where African-American experience is referenced.

For anyone curious about Nesta, where Jessica Bland works and the Future Fest host (from its Wikipedia entry),

Nesta (formerly NESTA, National Endowment for Science, Technology and the Arts) is an independent charity that works to increase the innovation capacity of the UK.

The organisation acts through a combination of practical programmes, investment, policy and research, and the formation of partnerships to promote innovation across a broad range of sectors.

That’s it for now.