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.
You’re right, battery news IS always breathlessly excited about the next crazy advancement, but they have a lot of things in their favor on this one. They broke ground on a manufacturing plant last year, which is not the case for most battery news stories. And the battery uses no rare earth metals, is non flammable, and performes better by nearly every metric than lithium ion. If they make it to market, I think they will absolutely be revolutionary.