Graphene and, more generally, carbon nanotubes are exciting because they have something-for-everyone. Silicon, plastics, water are examples of molecules or structures that have also been spun into important applications for just about every vertical. I suspect we'll seem carbon nanotube products explode over the next 20 years just as plastics did over the last 40. The article focuses a bit on whether graphene can rep…
Reading this article brought to mind this scene in The Graduate : Mr. McGuire: I just want to say one word to you. Just one word. Benjamin: Yes, sir. Mr. McGuire: Are you listening? Benjamin: Yes, I am. Mr. McGuire: Plastics. Benjamin: Exactly how do you mean? So, I'm wondering how and where I should be investing to take advantage of this materials revolution. Seems like a pretty obvious bet to make, but it seems to…
Edit: didn't reply to the bigger point about oil companies. I kinda threw that out there as a quick thought and agree with you that the semiconductor, semi-co materials, or LCD guys might be better positioned. That said, few companies are as good at gathering, refining, processing and shipping gigatons of carbon as the oil companies.