Since 2022, Russia-Ukraine geopolitical conflicts have intensified, and global energy prices have risen sharply, with international natural gas prices hitting historic highs. As the most important transitional energy source in the transition from fossil energy to non-fossil energy, the share of natural gas in primary energy has increased from 14.6% in 1965 to 24.7% in 2020. The global gas price indices showed a unilateral downward trend from 2018, bottomed out in 2020, and remained low for a long time. However, since July 2020, the global gas prices have gradually fluctuated upward, and the impact of geopolitical events made the Dutch TTF gas price even hit record highs repeatedly.
An analyst of a securities company believes that the core catalyst of this round of global gas market lies in the lack of investment in upstream oil and gas resources caused by long-term low prices. Since 2020, although the epidemic has led to a decline in demand, the decline in supply has been faster, resulting in a large inventory consumption. In 2021, demand will recover faster than supply (the supply-side is less sensitive to prices, which will be reflected in investment).
As the world's two largest gas graphene are also expected to change significantly.
Graphene was the first material ever discovered to consist of a single layer of atoms. The carbon atoms are connected in a hexagonal grid. The graphite used in pencil is equivalent to the stacking of countless graphene layers, and the carbon nanotube is the graphene rolled into a tube.
The relationship between graphite, graphene, carbon nanotubes, and spherule. Due to the properties of the chemical bonds between carbon atoms, graphene is very tough: it can be bent to large angles without breaking and withstand high pressures. And because there is only one layer of atoms, the movement of electrons is confined to a plane, giving it entirely new electrical properties. Graphene is transparent in visible light but not breathable. These characteristics make it ideal as a raw material for protective layers and transparent electronics.
But what is suitable is suitable, and it is not that fast.
One of the problems: is the preparation method.
Many studies have shown us graphene's unique features, but there's a catch. These beautiful properties place very high demands on sample quality. To obtain graphene samples with the best electrical and mechanical properties, the most time-consuming, labor-intensive, and expensive method is required: the mechanical peeling method - tape is attached to the graphite, and the graphene is peeled off by hand.
Don't laugh; this is how Novoselov and the others prepared graphene in 2004.
Graphite, graphene, and tape were donated by Novoselov's team to Stockholm. The signature "Andre Geim" on the tape is the Nobel Prize winner with Novoselov.
Although the required equipment and technical content seem to be very low, the problem is that the success rate is lower. Is it okay to get some samples for research and industrial production? Joke. In terms of industrialization, this method is useless. Even if you master the graphite mines in the world, you can peel off a few pieces a day...
Of course, now we have many other ways to increase productivity and reduce costs - the trouble is that the quality of these products has dropped again. We have liquid phase exfoliation: put graphite or similar carbonaceous material in a liquid with super high surface tension, and blast the graphene snowflakes off with ultrasonic bombardment. We have chemical vapor deposition: a carbon-containing gas is allowed to condense on the copper surface, and the resulting thin layer of graphene is peeled off. We also have a direct growth method, where we try to grow a layer of graphene directly between two layers of silicon. There are also chemical redox methods, which separate graphite sheets by inserting oxygen atoms. There are many methods, and each has its scope of application, but so far, there is no technology that is suitable for industrialized large-scale production.
Why can't these methods make high-quality graphene? For example. While the central part of the graphene sheet is a perfect six-membered ring, the edge parts tend to be disrupted into five- or seven-membered rings. This may not seem like a big deal, but a "slice" of graphene produced by chemical vapor deposition is not really a complete one grown from one point. It is actually a "polycrystalline" produced by the simultaneous growth of multiple points, and there is no way to ensure that the small pieces grown from these multiple points can be completely aligned. As a result, these deformed rings are not only distributed on edge but also exist inside each "piece" of graphene, which becomes a structural weakness and is easy to break. To make matters worse, this breaking point in graphene is not self-healing like polycrystalline metals and is likely to go all the way. The result is that the strength of the entire graphene is halved. Materials are a tricky area, and it's not impossible to have both, but it's certainly not that fast.
The second problem: is electrical performance.
A promising direction for graphene is in display devices - touchscreens, e-paper, etc. But at present, the contact point resistance of graphene and metal electrodes is difficult to deal with. Novoselov estimates the problem can be solved within a decade.
But why can't we just ditch the metal and use graphene? This is its deadliest problem in the field of electronics. Modern electronics are all built on semiconductor transistors, which have a key property called a "bandgap": the interval between an electron's conducting and non-conducting energy bands. It is precise because of this interval that the flow of current can be asymmetric, and the circuit can have two states: on and off. However, the electrical conductivity of graphene is so good that it does not have this bandgap and can only be turned on and off. . Only wires without logic circuits are useless. So to create future electronics with graphene, replacing silicon-based transistors, we have to artificially implant a bandgap—but simply implanting graphene loses its unique properties. There is indeed a lot of research in this field: multilayer composites, adding other elements, changing the structure, etc.; but Novoselov and others believe that it will take at least ten years to solve this problem.
The third issue is environmental risks.
The graphene industry also has unexpected trouble: pollution. One of the most mature products in the graphene industry may be the so-called "graphene oxide nanoparticles," which are very cheap. Although they cannot be used in high-end fields such as batteries and bendable touch screens, they are pretty good for electronic paper and other uses; But this thing is likely to be toxic to humans. It doesn't matter if it is poisonous; as long as it stays in electronic products, there is no problem; but not long ago, researchers found that it is very stable and easy to spread in surface water. While it's too early to make any assertion about its environmental impact, it's a potential problem.
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Europe has been facing the gas shortage problem since the second half of 2021. The worsening situation in Russia and Ukraine has reduced Russian gas shipments to Europe, leading to a doubling of European gas prices. Energy shortages have sent electricity prices soaring. For these reasons, it is predicted that the price of the graphene will continue to increase.
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