North American TAM for Graphitic Energy's carbon byproduct is 3 million tons
Zach Jones · The rogue idea that saved a hydrogen startup · Aug 13, 2025 · at 19:33
Zach Jones is the CEO of Graphitic Energy, discussing the industrial market size for synthetic graphite and carbon produced as a byproduct of their hydrogen process.
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“There's carbon that goes into the steel-making process, into lubricants, into refractories, and so Stephen's really been instrumental in building out what we think is a, you know, three million ton a year total addressable market for our carbon in, in North America.”
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