Issue of Q3 2026 Newsletter
Summary by AI BETAClose X
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:
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Gelion plc
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via Tavistock |
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Strand Hanson Limited (Nominated and Financial Adviser) |
+44 (0) 20 7409 3494 |
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Oberon Capital (Joint Broker)
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+44 (0) 20 3179 5300 |
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Allenby Capital Limited (Joint Broker) Jos Pinnington / Lauren Wright (Sales and Corporate Broking) Alex Brearley / Ashur Joseph (Corporate Finance)
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+44 (0) 20 3328 5656 |
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Tavistock (Financial & Corporate PR) |
+44 20 7920 3150 |
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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