Graphene Manufacturing Group - EPA Updates, & Battery, SUPER G®, THERMAL-XR®, G® Lubricant Questions
The KE Report Jun 17, 2026
Summary
US EPA approval is the gate: G® Lubricant sign-off is expected by end of June 2027, with no US production before then.
Production will be sited near low-cost natural gas, the guest says, because energy feedstock cost drives graphene manufacturing economics.
Battery cells are only now reaching end customers for testing, four years into development, with substantial revenue still ahead.
The guest claims a zero-to-100% charge in six minutes; rivals' faster claims often cover only 30% to 80%.
Trial data stays unpublished until enough fleet and coating results accumulate; proof, not product, is the bottleneck.
Cory Fleck's takeaways
- Top takeaway Fleck framed the call as a Q&A on the June 2 US EPA application and pressed on the commercial numbers his audience asks about — orders, US market penetration and the revenue timeline — which the guest deferred, saying sales results should be shown shortly.
- He carried the subscriber questions on battery energy density, de-gassing of the oxide-free electrodes, third-party testing interest, SUPER G® per-kilogram pricing, THERMAL-XR® corrosion protection and G® Lubricant fleet results and go-to-market.
Craig Nicol's takeaways
- Top takeaway His core argument is that EPA approval is a paperwork and risk-analysis exercise rather than a technical barrier — he compares the graphene material's risk profile to normal black paint and argues that once one approval is secured, follow-on approvals become much easier.
- He says he is withholding results he calls 'too good' — G® Lubricant fleet feedback and the 20,000-hour salt-spray test on THERMAL-XR® still running at an external lab in St. Louis — until enough data points exist to publish credible case studies.
- On G® Lubricant distribution he describes running several channels at once: online trial sales, country-wide distributors, automotive component resellers, OEMs, engine oil companies and large fleets, on the view that disruptive products need flexible routes to market.
- On the battery, he says the cell is cathode-constrained, that energy density gains come from small cathode formulation changes, and that he will not release figures until a third party validates them; cells are being scaled and sent to end customers for testing for the first time in four years.
- He argues revenue and positive cash flow take priority over new product work — engineers get new projects only after sales are out the door — and that a G Fluid graphene water product will be announced shortly.