August Grace Advisory published the electronic chemicals guide, which includes a list of twelve research niches for battery materials, CDMOs, specialty adhesives, water and PFAS treatment, critical minerals, and bioprocessing consumables.

August Grace is an independent research practice for the industries that build what comes next. Most value chains hide their best economics one layer off from where the capital is looking. The measurement step, not the molecule. The consumable, not the tool. The process data nobody can copy, not the algorithm sitting on top of it. August Grace exists to find that layer. The method is old-fashioned: read the physics and the value chain closely enough to see where the profit pool is moving before the market reprices it. The work is published at Curiously Optimistic, one chemistry or value chain at a time, down to the "so what" for operators in these markets. Read the research at https://www.curiouslyoptimistic.com/