Nano One Materials : Midstream Gap

The Missing Middle Link

Batteries help power defence systems, energy grids, vehicles and AI infrastructure. But the supply chain that enables them is concentrated in a single country-a strategic vulnerability which has been recognized and is now driving over $150 billion in allied government and industry investment to diversify it. Efforts to get mines permitted and producing, as well as cell plants assembling components, are underway.

Cathode active material (CAM) is the bridge that turns resources into readiness for battery manufacturing. It's technically complex, geographically concentrated, and largely missing from western markets.

Here's the bridge. Why it matters. And how it gets built.

Written by Alex Holmes , Chief Executive Officer, Nano One Materials

Forward-Looking Information

This page contains "forward-looking information" within the meaning of applicable Canadian securities laws, including statements regarding Nano One's targeted commercial LFP supply agreements; planned capacity expansion at its Candiac facility and related timing; the expected cost, energy, water, waste and emissions benefits of its One-Pot™ process at commercial scale; anticipated government funding and drawdowns; market and demand forecasts for LFP and other cathode materials outside China; the impact of government policies, incentives and trade measures; and the Company's strategy, partnerships and milestones. Forward-looking statements can often be identified by the use of words such as "will", "shall", "would", "may", "could", "should", "expect", "anticipate", "plan", "intend", "target", "believe", "estimate", "forecast", "potential", "designed to" and similar expressions, or by statements that certain actions, events or results "will", "may" or "are expected to" be taken, occur or be achieved. These statements reflect management's current expectations and assumptions and are not guarantees of future performance.

Forward-looking statements are subject to risks and uncertainties-including technology scale-up, customer qualification, project execution and timing, availability of funding and capital, changes in policy and markets, competition, and reliance on strategic partners and third-party data-that could cause actual results to differ materially. Market and third-party data (including from the IEA, U.S. DOE, USGS and BloombergNEF) have not been independently verified. Additional risk factors are described in Nano One's continuous-disclosure filings on SEDAR+ (www.sedarplus.ca). Forward-looking statements are made as of the date of this page, and the Company undertakes no obligation to update them except as required by law. One-Pot™ is a trademark of Nano One Materials Corp.