Below is a list of the most popular graphene stocks. When you hear the term “material of the future,” what first comes to mind? You may think of something that replaces fossil fuels or leads to a never-before-seen technology.
In this case, we will discuss graphene, a material derived from graphite and carbon. Graphene is a robust material used in many industries, such as electronics, energy storage, aerospace technology, and biomedicine.
Below, we will be able to learn more about graphene, its uses, where it’s found, and which public companies on North American stock exchanges are pioneering this material. Let’s begin.
Best Graphene Stocks 2026
| Symbol | Name |
|---|---|
| CVV | CVD Equipment |
| DMAT | Global X Disruptive (ETF) |
| NNXPF | NanoXplore |
| ZTEK | Zentek |
| GRA | NanoXplore |
| TSXV:GMG | Graphene Manufacturing Group |
| TSXV:SWAN | Black Swan Graphene |
| CSE:HG | HydroGraph Clean Power |
| TLG | Talga Group |
| AIM:DCTA | Directa Plus |
What Are Graphene Stocks? (Introduction)
We won’t discuss the specifics of graphene or how it was discovered and isolated in 2004. What’s important to know is that graphene is 200 times stronger than steel, very flexible, and has plenty of applications. Keep an eye on this new graphene stock industry.
Thanks to its unique properties, graphene is a revolutionary material that can be used in various applications.
- Electronics and tech: Faster transistors and semiconductors, flexible displays and phones, and DNA sequencing.
- Energy storage: Lithium batteries, efficiency and faster charging, supercapacitors, and hydrogen storage.
- Composites and coatings: Enhancing the strength, flexibility, and conductivity of materials.
- Biomedical: Targeted drug delivery, smart brain implants, cancer treatment, and DIY health-testing kits.
- Sensors: Ultra-sensitive detectors for various applications.
- Membranes: Water purification and desalination.
- Aerospace & Automotive: Lightweight, strong materials for improved efficiency.
- Solar cells: Increased efficiency and durability.
- Thermal management: Improved heat dissipation.
- Textiles: Smart fabrics with antibacterial and anti-static properties.
- Construction materials: Stronger and more durable.
- Future applications include integrating biological systems for improved health monitoring and diagnostics, innovative lighting solutions, and stronger bulletproof armor.
Countries Producing Graphene
A few key players dominate the global graphene market. Here are the top graphene-producing countries. This will help graphene stocks to thrive.
- China: The world’s largest graphene producer (70% of global production) with an annual output of 630,000 metric tons (MT).
- Canada: Canada consistently produces 40,000 MT annually, with potential for growth due to interest from companies like Tesla for use in Li-ion batteries.
India - Mozambique: Home to major miners (Syrah Resources and Triton Minerals) and an annual production of 20,000MT (up from 300 a few years ago).
- Russia: Steady production and plans to increase output heavily.
- Norway: There has been a slight increase to 16,000 MT since 2017, primarily producing low-flake graphite.
- Japan: Annual production of 7,000 MT, impacted by environmental regulations despite its dominance in graphite technology.
- Brazil
- India
- Ukraine
Graphene Reserves
To produce graphene, it’s necessary to have vast reserves of graphite. Here are the countries with the biggest reserves.
- Turkey: Surprisingly, Turkey holds the largest volume of graphene reserves globally. Despite having the most reserves, Turkey’s graphite production has been limited due to insufficient exploration knowledge and technological capabilities to process and enrich graphite ore to higher grades, which is essential for producing graphene.
- China: China is the #1 producer with the 2nd most reserves.
Investing In Graphene Stocks
The graphene market is expected to continue growing in the upcoming years. According to some estimates, it will reach $1 billion by 2030. Here are different ways to gain exposure to graphene. Unfortunately, since graphene is a relatively new industry with a “small” market, there is only one ETF.
Global X Disruptive (NASDAQ: DMAT)
Investing In Graphene Stocks
DMAT invests in companies producing metals and raw materials essential for disruptive technologies (graphene included). Other materials in this ETF are rare earth minerals, such as zinc, palladium, platinum, nickel, manganese, lithium, copper, cobalt, and carbon fiber.
DMAT has only existed since January 2022. It might be too early to invest, but as these materials become more valuable and widely used, DMAT should gain more traction. Keep an eye on it!
Graphene Stocks Breakdown
Thankfully for investors, there are many more US and Canadian stocks than ETFs. The majority of companies in this field are early-stage and penny stocks. Their risk level is much higher, but there is also a higher reward. Here are a few examples.
CVD Equipment (NASDAQ: CVV)
We start with CVD Equipment, which provides essential tools and services for graphene production and research. The company offers chemical vapor deposition systems and related equipment for synthesizing high-quality graphene. CVD is equipped to service startups for R&D applications, IP developments, and graphene production.
NanoXplore (TSXV: GRA & OTC: NNXPF)
We continue with some Canadian stocks, which have plenty of potential since Canada is among the top five in graphene production and reserves. NanoXplore specializes in the production and application of graphene powder.
The company has developed a patented mechanochemical process for large-scale and low-cost graphene production. It has a yearly capacity of 4000 metric tons, making it the largest graphene production facility globally.
NanoXplore is developing new manufacturing processes that reduce capital expenditures. The company also provides graphene-enhanced plastic and composite products to various industries, including transportation, packaging, and electronics.
Lastly, it develops graphene-enhanced silicon anodes for lithium-ion batteries. Although the company is still in its early stages, it has plenty of potential.
Zentek (TSXV: ZEN)
Our next graphene stock company is Zentek. Its primary asset is the Albany Graphite Deposit, which has the potential to produce high-purity graphite suitable for high-technology markets. Zentek has developed an environmentally friendly process to upgrade its graphite.
Zentek’s approach involves collaborating with industrial end-users, academic institutions, and government agencies to develop graphene solutions for specific industry challenges.
The company created five market verticals (aerospace, biomedical, water treatment, transportation, and civil engineering).
Despite its recent stock performance, there is a lot of hype around this company. Some of its challenges are to become profitable and to monetize its products.
The Rest
A few other companies worth less than CAD 0.50 include Black Swan Graphene (TSXV: SWAN), HydroGraph Clean Power (CSE: HG), and Volt Carbon Technologies (TSXV: VCT).
These emerging players in graphene production remain relatively new, and the total graphene market in 2024 will be well below $1B. Thus, many companies are flying under the radar.
Graphene is still a very risky investment. However, it becomes more important and visible as bigger players enter the market.
NanoXplore (GRA) Stock Performance (2026 YTD)
| Year | Performance | 2026 (YTD) | +3.7% |
|---|---|
| 2025 | +11.9% |
| 2024 | -18.6% |
| 2023 | -9.8% |
| 2022 | -42.5% |
Final Thoughts: Graphene Stocks
To conclude, graphene is a material that many refer to as the material of the future. It has many applications in different industries, leading to higher performance. Despite all its positive attributes, graphene remains relatively new. It was only discovered in 2004, and few companies are working to commercialize it.
There is still a long way to go for graphene stocks, ETFs, and companies working in graphene to succeed globally. Some believe its total market will surpass $1B by the decade’s end, which may boost its global awareness. Graphene remains an early-stage material, and stocks in this field are risky investments.
Please do not trade any of the securities on this graphene stocks list unless you know how to trade.
