REG - Gelion PLC - Sulfur CAM: Drop-In for Existing Battery Plants

GelionAnnouncement

Thu 16:45

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RNS Number : 7247D  Gelion PLC  16 October 2025

16 October 2025

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

Gelion Introduces Sulfur CAM as a "Drop-In" Solution to Lithium-Ion and
Sodium-Ion Battery Infrastructure

Gelion plc (AIM: GELN), the global energy storage innovator, is pleased to
announce that the Company's Sulfur Cathode Active Material (CAM) has been
successfully integrated into coin cells using standard lithium‑ion battery
(LIB) and sodium‑ion battery (SIB) electrolytes and anodes. The potential of
the Company's CAM is, therefore, demonstrated as a drop-in option for the
globally-established GWh-scale manufacturing ecosystem.

Key Technical Achievements

·    Function in mature cell architectures: Demonstrated compatibility
with proven electrolyte, separator, and anode systems that dominate current
global battery manufacturing (gigawatt‑hours per annum output).

·    Drop-in potential with established LIB and SIB manufacturing:
Potential for integration with established materials supply chains and
manufacturing processes associated with the full spectrum of components used
in GWh p.a. battery manufacture: anode, electrolyte, separator, cathode,
casing.

·    Unlocks standard LIB & SIB electrolyte use: Ability to use the
same mature and cost‑efficient electrolytes trusted by battery manufacturers
worldwide. Overcomes the industry‑wide incompatibility between conventional
sulfur cathodes and carbonate‑solvent/hexafluorophosphate salt electrolytes.
Compatibility with these established electrolyte systems is an essential
requirement for an authentic drop-in supplement to established GWh p.a.
manufacture and access to the associated market that this manufacture supplies
(EV, ESS, personal devices, etc.).

Building upon successful transfer of the technology from the Max Planck
Institute of Colloids and Interfaces (MPI) and CAM scale-up announced in
September 2025, Gelion has successfully integrated its cathode technology into
lithium-sulfur and sodium-sulfur coin cells that feature standard LIB or SIB
components.

Specifically, Gelion has paired its Sulfur CAM with electrolyte systems based
on carbonate-solvents and hexafluorophosphate salts which are ubiquitous in
GWh p.a. LIB and SIB manufacture. Electrolytes based on these solvents and
salts are advantaged in their ability to form passivating layers on the
graphitic and hard-carbon anodes that underpin LIBs and SIBs, respectively.

Specifics of the tested cell architectures are listed in the table below:

              LIB architecture                   SIB architecture
 Cathode      Gelion Sulfur CAM(1)               Gelion Sulfur CAM(1)
 Electrolyte  Carbonate Solvents,                Carbonate Solvents,

              Lithium Hexafluorophosphate Salt   Sodium hexafluorophosphate Salt
 Separator    Polyolefin                         Polyolefin
 Anode        Graphite                           Hard Carbon

(1) The Gelion CAM is metalated (lithiated or sodiated) electrochemically in a
Swagelok cell featuring the corresponding alkali-metal anode, prior to
disassembly of the Swagelok cell, extraction of the cathode and incorporation
of that cathode in a coin cell with components as listed in the table above.

Why This Breakthrough Matters

Conventional sulfur cathodes cannot be used with carbonate-solvents and
hexafluorophosphate salts due to chemical incompatibilities that rapidly
degrade components of both the electrolyte and sulfur cathode. Gelion's Sulfur
CAM disconnects this incompatibility, allows the Company to revolutionise
rather than replace gigafactory cell architectures. This compatability is a
further advantage to the excellent power and longevity across lithium sulfur
and sodium sulfur cathode technologies that have been previously announced by
Gelion (August 2025 and April 2025, respectively).

Gelion will update on activities which focus on continued refinement of their
Sulfur CAM for specific application with LIB electrolytes and anodes and SIB
electrolytes and anodes, in addition to other commercial targets such as
cathodes with industrially relevant areal capacity, and prototype cell
development.

John Wood, CEO of Gelion, commented: "These results reflect Gelion's
commitment to accelerating our battery technologies toward the broad market.
We see and are working to deliver the potential for Sulfur CAM to become an
ubiquitous option alongside LFP and NMC across the full range of battery
applications for the energy transition (transportation and BESS). The results
provide further traction with globally significant industrial players and the
development of Gelion's relationship with those players, specifically with
respect to the synergy of technology and commercial targets".

CONTACTS

 Gelion plc                                                                                                                                                                                           via Alma
 John Wood, CEO

Amit Gupta, CFO

 Strand Hanson Limited (Nominated and Financial Adviser)                                                                                                                                              +44 (0) 20 7409 3494

Christopher Raggett / Rob Patrick
 Oberon Capital (Joint Broker)                                                                                                                                                                        +44 (0) 20 3179 5300
 Nick Lovering / Mike Seabrook / Adam Pollock
 Allenby Capital Limited (Joint Broker)                                                                                                                                                               +44 (0) 20 3328 5656

 Jos Pinnington / Lauren Wright (Sales and Corporate Broking)

 Alex Brearley / Ashur Joseph (Corporate Finance)
 Alma Strategic Communications (Financial PR)                                                                                                                                                         +44 (0) 20 3405 0205

Justine James / Hannah Campbell / Rose Docherty                                                                                                                                                     gelion@almastrategic.com (mailto:gelion@almastrategic.com)

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 ("gel: ion") is a global energy storage innovator, supporting the
transition to a more sustainable economy by commercialising globally important
next generation battery technologies: Sulfur based, Lithium-Sulfur (Li-S),
Sodium-Sulfur (Na-S) and Zinc-based (Zn) hybrid cells to electrify mobile and
stationary applications and battery recycling technology.

Gelion plc (the Group) is listed on the London Stock Exchange's Alternative
Investment Market and wholly owns UK based OXLiD Ltd and Battery Minerals Ltd
and Australia based Gelion Technologies Pty Ltd.  Gelion is designing and
delivering innovative battery technology to enable that transition and return
value for its customers and investors.

In addition, Gelion is also delivering commercial Battery Energy Storage
Systems (BESS) projects through its Integration Solutions business.

Sulfur Batteries

Gelion's effort is directed at the potential for sulfur-based cathode active
materials (CAMs) to deliver low-cost & sustainable batteries with
compelling performance. In the case of Li-S batteries, the target is a
high-performance light-weight battery for the EV and e-aviation market. In the
case of Na-S batteries, the target is an ultra-low-cost advancement on
batteries currently employed in the stationary storage and economy EV market.
The company's overarching goal is to help make global transport, energy
consumption and storage more sustainable.

Glossary

 Ah                      Ampere hours. A measure of capacity stored in the cell. The larger the number
                         the higher the capacity.
 mAh/g(S)                The unit mAh/g(S) stands for milliampere-hours per gram of Sulfur (with S
                         indicating "Sulfur"). It is a measure quantifying how many electrons (in mAh)
                         can be stored per gram of Sulfur.
 CAM                     Cathode active material
 Energy density (Wh/kg)  The ratio of energy stored per unit weight i.e. Watt-hours per kilogram. The
                         higher the number the lighter the battery.
 Pouch cell              An industry standard format of a battery which comprises a flat pouch-shaped
                         design with a multi-layered laminate structure.
 Cycle life              The number of full charge and discharge cycles a battery can complete before
                         its capacity falls below a specified level, typically 80% of the original
                         capacity. Higher cycle life indicates longer-lasting performance.

 

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