US market entry and Investor Presentation

Gelion PLC

30 June 2026

 

30 June 2026

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

Strategic U.S. Market Entry & Domestic Supply Chain Partnership

Collaboration with National Laboratory of the Rockies to validate Gelion's sulfur cathode for U.S. domestic supply chains

Gelion is seeking to replace the critical minerals in current Lithium-ion battery cathodes with Gelion's Nano-Encapsulated Sulfur (NES™) that are low cost and can be dropped into existing global manufacturing lines.  Gelion's NES™ is made from sulfur which is abundantly available, free from supply chain constraints.

Gelion plc (AIM: GELN), the sulfur battery company, is delighted to announce a new strategic collaboration agreement with the U.S. Department of Energy's (DOE) National Laboratory of the Rockies (NLR), formerly NREL, as a Cooperative Research and Development Agreement (CRADA). In formally entering the U.S. energy storage market, Gelion is aligning with U.S. initiatives to secure critical mineral supply chains to strengthen energy independence. This partnership aims to advance Gelion's sulfur battery materials from prototype to commercialization with a sovereign, all-domestic cathode supply chain for next-generation lithium-sulfur batteries.

Under the CRADA, Gelion and NLR will use Gelion's Nano-Encapsulated Sulfur (NES™) Cathode Active Material (CAM) to validate an all-domestic supply chain for advanced battery technologies through materials development, pouch cell prototyping, and testing at the NLR facility in Golden, Colorado. The team aims to progress to qualification of battery cell manufacturing within the next 12 months. In addition, Gelion's U.S. subsidiary, Gelion U.S. Corp, will coordinate with NLR toward a common objective of building and operating a pilot scale cathode active material plant in the U.S.

Highlights

As part of this collaboration and funding agreement, Gelion and NLR will evaluate Gelion CAM to:

·   Validate for U.S. Industry Standards: Facilitate the development of large-format commercial pouch cell prototypes for rechargeable batteries that meet NLR's rigorous performance validation, with the goal to eventually qualify for U.S. government and defence procurement.

·   Validate Commercial Qualification: Evaluate how batteries incorporating Gelion's NES™ CAM perform across various applications to refine practical product fit and help de-risk the development of high-power, long-life battery cells.

·    Establish Domestic Manufacturing Capability: Build and operate a pilot-scale Gelion NES™ CAM facility from all-domestic resources.

·   Reporting Across multiple Government Agencies: Gelion and NLR will report validation results across multiple federal agencies with applications in a variety of platforms.

Matthew Keyser, Electrochemical Energy Storage lead at NLR commented:

"Lithium-sulfur batteries offer promising energy density and stability to power next-generation mobility, aviation, defence and grid energy storage coupled with domestic material availability needed to strengthen energy supply chains. Our efforts will help the innovative work by Gelion meet safety and performance standards for successful commercialization across a variety of battery-use platforms."

John Wood, CEO of Gelion, commented:

"Partnering with the National Laboratory of the Rockies, one of the world's premier energy research centres, is a landmark step for Gelion. This collaboration goes beyond technology development; it will demonstrate that our high-energy sulfur platform can be manufactured using all-domestic resources.

"We are now well advanced in our plans to manufacture commercial prototype pouch cells across Japan, the UK, and the USA. This program secures our path toward the all-domestic CAM supply chain that is a vital requirement for the rapidly growing U.S. battery market."

Investor Presentation

Steve Mahon and John Wood will host a presentation for all existing and potential shareholders via the Investor Meet Company platform at 0900h BST on Thursday 2 July 2026.  Investors can submit questions pre-event via their Investor Meet Company dashboard up until 0900h on 1 July 2026 or at any time during the live presentation.  Investors can sign up to Investor Meet Company and add to meet Gelion via:

https://www.investormeetcompany.com/gelion-plc/register-investor

Investors who already follow Gelion on the Investor Meet Company platform will automatically be invited.

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

Gelion plc Steve Mahon, Chairman Amit Gupta, CFO Tracy Sizemore, SVP - Global Partnerships	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]

Market Abuse Regulation

This announcement contains inside information for the purposes of Article 7 of EU Regulation No. 596/2014, which forms part of United Kingdom domestic law by virtue of the European Union (Withdrawal) Act 2018, as amended.

About Gelion

Gelion plc, the sulfur battery company is developing next‑generation battery technologies that aim to accelerate the clean energy transition by delivering sustainable, high‑performance, cost‑effective energy storage solutions. Central to its strategy is proprietary sulfur‑based cathode active material (CAM) technology, which uses nanoconfinement to control sulfur behaviour in lithium‑sulfur and room‑temperature sodium‑sulfur battery architectures Nano-Encapsulated Sulfur (NES™), addressing historical performance limitations and enabling compatibility with standard lithium‑ion and sodium‑ion manufacturing infrastructure.

The NES™ material has been developed with the goal of having "drop in" capability in place of alternate cathode materials to support scalable production in existing gigafactories and targets critical benchmarks for energy density and power performance, with applications across electric mobility, e‑aviation, grid and stationary storage. Gelion works with Tier One industrial partners to commercialise its technology and deliver integrated energy storage systems that support global decarbonisation goals.

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