Mito Materials

MITO Materials makes additives that go into carbon fiber composites and make them 20 to 50% stronger, which lets a manufacturer hit the same spec with about a fifth less fiber. Wind blades and hydrogen tanks both need carbon fiber, and there isn't enough of it. Supply is constrained, and the constraint sets a ceiling on how fast some of the most important hardware in the energy transition can be built.

Stronger material means less material, which means the existing supply stretches further and the embodied carbon of every part falls with the weight. Lighter parts in a vehicle then save fuel for as long as the vehicle runs, which compounds. MITO treats graphene as an ingredient rather than a product, sourcing whichever grade suits the job, which sounds like a small distinction and is the difference between a materials science company and a supplier.