Very interesting company. They started with a way to produce graphene at scale, then went looking for something to do with it. Their first idea was to use it as a cement additive. They have since used it as friction reducer in engine oil, and are selling it in Australia, Canada, and soon the US, as a radiator coating to improve HVAC performance.
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I am not any kind of expert either, but I have been following this company for a couple of years. If it makes it to market and is at all price competitive i can’t see it not being a big deal. Granted, that is an if, not when, but they seem to be further along than most battery tech you read about.
No rare earth metals or even nickel or copper, has a very flat degradation curve even at charge rates up to 30C (testing stopped at 3k cycles in the coin cell tests), non flammable and non toxic. The only thing you would wish for is better capacity, but it is already better than any mass produced Li ion cell, and it has a theoretical maximum a couple times that of Li ions.