Zentek (ZEN, ZTEKF) will have CEO Moe Jiwan present Albany Graphite results at INGSM-26 in Osaka on Oct 22, 2026. Bench-scale purification achieved 99.9992% carbon with 2.60 ppm boron (5N) without HF, signaling progress toward nuclear-grade specs. A preliminary economic assessment pegs Albany 5N at US$50,000/tonne, but qualification and pre-feasibility remain pending amid rising nuclear demand.
Zentek disclosed it has shipped ZenGUARD Enhanced Air Filters to a federal facility under a standing offer valued at CAD 348,666.84. The arrangement, valid through August 2027, could translate into recurring revenue if additional call-ups occur, aided by federal efficiency goals. The technology is validated by NRC testing and a school pilot showing energy savings, aligning with government net-zero objectives.
Zentek reports a NI 43-101 PEA for the Albany Graphite Project with an after-tax NPV of US$3.85B at 5% and IRR of 27.4%, based on US$817M initial capex and 30,000 t/yr finished graphite. The study supports moving to a Pre-Feasibility Study, highlighting HF-free, halogen-free purification and a pathway to domestic North American supply for nuclear-grade graphite. Permitting may hinge on Ontario's One Project, One Process and CLFN partnership, which could influence timing and costs.
