Graphene & Solar Technologies Ltd

Graphene & Solar Technologies Ltd manufactures materials and technologies for a sustainable future, focusing on the energy and water sectors. The company has a portfolio of businesses that use advanced manufacturing to produce advanced materials for energy and water production. Graphene & Solar Technologies Ltd is committed to establishing local manufacturing of tangible products for local markets. In the energy sector, the company is focused on re-establishing solar manufacturing, initially targeting the USA and Australia, while also exploring opportunities in Southeast Asia and Europe. The solar market is experiencing strong growth, exceeding 10% annually, driven by solar being the cheapest form of electricity generation. The adoption and price reductions of short-term battery storage have enabled many solar and battery installations to operate independently of grid-based distribution. Solar is a mature, proven technology. In Q1 in the USA, a record 11GW of solar was installed, representing 75% of new energy installations in America. Currently, approximately 15GW of solar cell and panel manufacturing factories are under construction in the US, with an additional approximate 15GW of factories in planning. A solar panel consists of multiple solar cells made from silicon wafers. Currently, 99% of all silicon wafers are produced in China. US-based silicon wafer production, along with most cell and panel production, ceased over a decade ago, leading to China's dominance in solar manufacturing. All but one of the new American factories rely on Chinese-produced wafers. Graphene & Solar Technologies Ltd plans to be one of the first companies to produce American-made silicon wafers during Q1/Q2 2026.