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High materiality8/10

Nano One tests LFP CAM with Standard Lithium feedstock, expanding licensee options

Aug 13, 2026, 4:02 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Positive test results and visible capacity expansion signal progress toward commercialization; de-risked supply chains via pre-qualification may unlock more licensees; near-term stock reaction depends on continued pilot-scale validation and timing of licensing deals.

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Nano One produced LFP cathode material from Standard Lithium’s SW Arkansas carbonate and tested coin cells, achieving ~155 mAh/g on first discharge with the intended particle morphology. The company broadens its feedstock strategy by pre-qualifying inputs across jurisdictions, while expanding the Candiac facility to 800 tpa with commissioning targeted in the first half of 2027, potentially accelerating licensee deployments.

Nano One used Standard Lithium lithium carbonate to produce LFP CAM and test cells.
Initial test showed ~155 mAh/g on first discharge with intended particle morphology.
Pre-qualifying feedstock expands sourcing options for licensees and customers.
Candiac expansion to 800 tpa; 85% engineering complete; commissioning targeted H1 2027.

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