Quantom LLC | Market Intelligence Brief

🎯 Executive Summary

Quantom's electrochemical CO₂-to-graphene process enters a market experiencing rapid price compression and technological maturation. The competitive window is 18-24 months. Key differentiator: sheet morphology (manufactured components) vs. industry-standard flakes (additives).

📊 Market Pricing (2025-2026)

$60-120

Nanoplatelets /kg

$200-500

CVD Industrial /kg

<$100

2028 Target /kg

$30-50

CVD Monolayer /m²

Quantom Target: <$10/kg — potentially 6-10x cheaper than current industrial pricing

🔬 Electrochemical Production Landscape

CO₂-to-Graphene Technologies

Company/Entity	Method	Status (2026)
C2CNT / Carbon Corp	Molten Salt Electrolysis	Pilot scale, CCU cycle
SwRI	Alkali Metal Reduction	Gram-scale → pilot plant
GMG (Australia)	Electrochemical Plasma	20x yield improvement
Quantom	Room-temp electrochemical	Bench testing, patent pending

Key Breakthroughs (2024-2026)

Ambient Anodic Polarization (July 2025) — Room-temp synthesis in ethanol/water/NaOH, self-assembling hollow spheres
Sonochemical Synthesis (Nov 2025) — "Leopard-patterned graphene" grown directly on zinc anodes
AI-Driven Optimization — 40% reduction in trial-and-error costs via real-time voltage/electrolyte monitoring
Nanoparticle Intercalation — CaCO₃ spacers prevent aggregation (clumping)

💎 Quantom Competitive Edge

3.7 kg

CO₂ per kg graphene

20+

Years solving aggregation

Key Differentiators

Sheets vs. Flakes: Avadain = confetti (additive market). Quantom = paper (manufactured component).
Anti-aggregation solved: Industry has struggled with clumping for 20 years. Quantom claims breakthrough.
Ghosthand technology: Thickness-selective release + non-contact pick/place for manufacturing integration
Water-based, no toxic chemicals: Green credentials for sustainability-focused customers

🏗️ Application Markets

Concrete & Cement (High Priority)

CEMEX + GEIC Manchester: CoMLaG (Combining Micronised Limestone and Graphene) deployed July 2025
Northumbrian Water site — first real-world installation
Shortlisted for 2025 Building Innovation Award (Carbon Reduction category)
Addresses clinker reduction strength loss — graphene restores mechanical properties

Tires & Rubber

Michelin active in graphene evaluation
Wear resistance + rolling resistance improvements
Quantom's elastomer evaluations in progress

Batteries & Energy Storage

GMG claims 20x yield increase for battery-grade graphene
Supercapacitor applications maturing
Silicon-graphene anode composites advancing

⚠️ Strategic Risks & Timing

Risk	Mitigation
Price compression (racing to $100/kg by 2028)	Differentiate on sheets vs. flakes morphology
Chinese production 40% cost advantage	Target Western sustainability-focused customers
Patent deadline: April 3, 2026	Priority 1 — provisional filing must complete
Bench testing to pilot scale gap	Emerald Cloud Lab partnership for automation

📅 Critical Path

Now: Second round bench testing (Hadi @ Kavli Nanolab)
April 3, 2026: Provisional patent filing deadline (P1-P8)
Q2 2026: Complete pre-Seed raise ($1M target)
H2 2026: Minimum working device for electrochemistry PoC