Nano One Materials Corp. has begun construction on the expansion of its LFP cathode active material (CAM) production facility in Candiac, Québec, the company announced on November 5, 2026.

Detailed engineering for the expansion project was completed at the end of September 2026, and construction is now expected to be finished in Q1 2027, with commissioning targeted for Q2 2027.

Expansion to Raise LFP Capacity to 800 TPA

Once the expansion is complete, automation improvements to the Demonstration Line will increase production capacity to approximately 800 tonnes per annum (tpa) of LFP cathode material in the first half of 2027.

The company's existing 200 tpa Pilot Line at Candiac continues to support sample validation to secure and supply small-volume off-takes for defense and energy storage system customers.

The expanded line will focus on producing LFP cathode materials for commercial sales and on demonstrating full-scale One-Pot reactors, fully automated and integrated with material drying, calcining, and packaging processes.

The added capacity will also support tonne-level sample volumes required for customer qualification and offtake agreements, as well as the Company's development company (DevCo) strategy.

Initial Commercial Agreement Now Expected in Q1 2027

Alongside the construction update, Nano One provided an update on its commercial activities.

Discussions toward commercial agreements, spanning joint development, qualification work, and supply arrangements, are continuing into 2027, with an initial agreement now expected in Q1 2027 as shifts in customers' cell programs flow upstream to Nano One.

"The team has been progressing well on the product and with potential customers this year, and I am confident the current discussions will result in our first commercial agreement," said Denis Geoffroy, Chief Operating Officer of Nano One.

"Shifts in customer timelines and specification requirements are simply the nature of qualification work; we have run multiple retrofits and product iterations with global tier-1 companies, and I stand behind the material we are producing at our Candiac Facility. Our goal remains the same: to lock in multi-year purchase commitments that generate revenue, advance commercialization, and create long-term shareholder value."

Broader Customer Engagement Across Defence and Energy Storage

Product performance advances in 2026 have broadened customer engagement across the defense and energy storage sectors, according to the company.

Nano One is also in active qualification with cell manufacturers and an automotive OEM, which involves close coordination to ensure end customers' requirements are met across all performance criteria.

The company notes that LFP cell manufacturing outside China continues to be built out, with raw material supply chains being established concurrently. As Western LFP gigafactories ramp up production, the specifications they qualify against are also evolving; cell formats change, and product specifications for end customers undergo multiple iterations.

The Qualification Process in the Cathode Industry

Product qualification in the cathode industry follows a rigorous protocol, with cell makers testing multiple cathode samples against their performance requirements. The results are fed back to the cathode supplier through numerous iterations, cycles that often span months and are repeated until specification is met.

According to Nano One, these qualification processes protect everyone in the chain: a cell maker is de-risking a multi-year supply decision, and every completed cycle deepens the technical relationship with all parties in the supply chain. This process, in turn, supports moving these engagements toward final commercial agreements.

About Nano One

Nano One Materials Corp. (TSX: NANO) (OTCQB: NNOMOF) (Frankfurt: LBMB) is a process technology company specializing in lithium-ion battery cathode active materials.

Its platform is built on a portfolio of patented processes, decades of manufacturing know-how, and modular plant designs intended to enable scalable, cost-competitive, and easier-to-permit CAM production with resilient supply chains. The technology eliminates wastewater and byproducts while enabling regionally sourced raw materials and reducing exposure to foreign supply chain volatility.

Product development and process optimization are based at Nano One's Innovation Centre in Burnaby, British Columbia, while piloting, demonstration, and commercial production are based in Candiac, Québec, supported by a team with more than 15 years of commercial cathode manufacturing experience supplying global cell manufacturers.

Strategic collaborations with global partners, including Sumitomo Metal Mining, Rio Tinto, and Worley, support the company's Design-One-Build-Many growth strategy. Nano One has received funding support from the Governments of Canada, the United States, Québec, and British Columbia.

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