Issue of Q3 2026 Newsletter

Gelion PLC

29 October 2026

 

29 October 2026

Gelion plc
("Gelion", the "Company" or the "Group")

Q3 2026 Newsletter

Gelion is seeking to replace the critical minerals in current Lithium-ion battery cathode materials with the Company’s Nano-Encapsulated Sulfur (NES™), a material that is low cost and designed to drop-in to existing global manufacturing lines. Gelion’s NES™ is made from sulfur, which is abundant, mining-free, and free from supply chain constraints. 

Gelion (LSE: GELN), the sulfur battery technology company, is pleased to publish its Q3 2026 newsletter, marking a period of strong progress for Gelion, with new global automotive collaborations, continued independent validation of NES™ with partners including QinetiQ and National Laboratory of the Rockies (NLR), and the publication of the 2026 Annual Report, reinforcing the Company’s partnership-led path to commercialisation.

Link to Newsletter: https://gelion.com/news/

Q3 Highlights include:

• Gelion's 2026 Annual Report and investor update, reflecting a year of significant progress as the Company continues to advance the commercialisation of NES™.
• The strong progress made across the Company's global partnership network, advancing technology development, validation activities and commercialisation pathways, including:
• ARENA ACPC Program: Project activities remain on track to support the scale-up of CAM production to meet future volume needs, with work underway to prepare for the next project milestone in Q4 2026.
• Max Planck Institute of Colloids and Interfaces (MPI): Ongoing collaborative technology development, optimisation activities and knowledge exchange, with two patent applications recently filed based on Gelion's work with MPI.
• Mitsui Kinzoku: The first shipment of materials has been delivered, demonstrating programme kick-off and progress against the goals set out in the agreement.
• National Laboratory of the Rockies (NLR): Materials for Phase 1 of the project have been successfully shipped in line with agreement milestones, with preliminary results validating NES™ performance and reproducibility.
• QinetiQ: Next collaboration is discussion following successful completion of ARMD4 drone mission demonstrator.
• TDK Corporation: Third shipment of materials delivered to support continued testing and evaluation activities in line with agreement milestones.
• Gelion entered into a Material Transfer Agreement with a top 15 global automotive OEM to assess the applicability of its NES™ cathode platform across a range of future electric vehicle battery technologies.
• Gelion entered into a Proof of Concept Agreement with a top five global automotive OEM to evaluate its proprietary NES™ cathode active material for electric vehicle battery applications.

For more information, please visit Next-Generation Sulfur Battery Technologies | Gelion or contact:

Gelion plc Matt Wood, CEO Amit Gupta, CFO	via Tavistock
Strand Hanson Limited (Nominated and Financial Adviser) Christopher Raggett / Rob Patrick / Harry Marshall	[phone]
Oberon Capital (Joint Broker) Nick Lovering / Mike Seabrook / Adam Pollock	[phone]
Allenby Capital Limited (Joint Broker) Jos Pinnington / Lauren Wright (Sales and Corporate Broking) Alex Brearley / Ashur Joseph (Corporate Finance)	[phone]
Tavistock (Financial & Corporate PR) Simon Hudson / Nick Elwes / Rebecca Hislaire / Saskia Sizen	[phone] [e-mail]

About Gelion

Gelion plc (LSE: GELN) is an advanced battery materials company developing next-generation cathode technologies for lithium-ion and lithium-sulfur batteries. Its proprietary Nano-Encapsulated Sulfur (NES™) cathode active material is designed to replace conventional critical-mineral cathodes with abundant sulfur, delivering higher energy density while remaining compatible with existing battery manufacturing infrastructure.

The Company's strategy is to commercialise NES™ through partnerships with leading industrial companies and battery manufacturers, enabling adoption within established global supply chains across automotive, defence, device and other high-performance applications. Gelion works with Tier One industrial partners including TDK and Mitsui Kinzoku (Japan), QinetiQ and Nissan (UK), Top 15 Global Automotive Manufacturer, Top 5 Global Automotive Manufacturer, and National Laboratory of the Rockies (NLR) (US), and Max Planck Institute of Colloids and Interfaces (MPI) (Germany).

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