重大事件
外國發行人報告
6-K
2026-06-26
Zentek 與 ALO Graphite 成立美國合資公司,推動 Albany 超高純度石墨進軍國防供應鏈
AI 繁中摘要
6-K 申報文件摘要(Zentek Ltd.)
Zentek Ltd.(TSX-V: ZEN;Nasdaq: ZTEK)於2026年6月26日宣佈,與ALO Graphite Partners LLC成立美國合資公司Strategic Graphite Partners LLC,旨在將其位於加拿大的Albany超高純度石墨打入美國能源、國防及國家安全供應鏈。合資公司由Zentek全資子公司Zentek USA Inc.持有90%權益,ALO Partners持有10%(後者由Perkin Industries及知名冰球名人堂成員Jeremy Roenick控制)。Albany資產本身不注入合資公司,仍由Zentek 100%持有。🇨🇦🤝🇺🇸
合資公司初期任務包括支援美國客戶接洽、材料認證、承購談判、戰略行業參與、美國政府關係,以及評估聯邦及盟國政府資助機會。同時,Zentek與Jeremy Roenick及Nicolas Perkin簽訂諮詢協議,各授予5萬份股票期權,行使價為加元0.56元,為期24個月,按ALO Partners達致合資公司累計出資里程碑分批歸屬。
美國目前100%依賴進口天然石墨,中國供應近一半(美國地質調查局數據)。Albany石墨經實驗室純化至5N+(99.9992% Cg),達核級規格,並非一般商品級片狀或電池陽極石墨,目標是軍工及高端應用市場,客戶以材料認證而非批量採購為主。
管理層認為,合資公司為盟國來源的Albany材料在美國價值鏈建立了直接據點,可參與美國政府主導的供應鏈重建計劃。Zentek CEO Moe Jiwan表示:「Albany仍是Zentek全資擁有的加拿大資產。」Perkin Industries主席Nic Perkin強調「軍用級石墨的無限制供應是國家安全必需品」;Jeremy Roenick則指美加合作是最大優勢。
Zentek為加拿大知識產權開發及商業化公司,核心平台包括Albany石墨、ZenGUARD™及Triera。Albany初步經濟評估(PEA)目標於2026年夏季完成。⚠️
前瞻性陳述:本摘要提及的合資公司目標、政府資助、承購協議及PEA時間表均涉及風險及不確定性,實際結果可能與預期有重大差異。投資者應參閱原文免責聲明。
展開英文正文
EX-99.1
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exhibit99-1.htm
EXHIBIT 99.1
Zentek Ltd.: Exhibit 99.1 - Filed by newsfilecorp.com
Zentek Forms U.S. Joint Venture to Position Its Albany Ultra-High-Purity Graphite in the North American National-Security Supply Chain
New U.S. joint venture Strategic Graphite Partners LLC to advance allied-sourced Albany ultra-high-purity graphite for U.S. energy, defense, and national-security markets.
Guelph, Ontario - June 26, 2026 - Zentek Ltd. ("Zentek" or the "Company") (TSX-V: ZEN; Nasdaq: ZTEK) today announced it has formed Strategic Graphite Partners LLC ("Strategic Graphite Partners" or the "JV"), a joint venture with ALO Graphite Partners LLC ("ALO Partners").
Joint Venture Structure and Terms
Strategic Graphite Partners was formed to establish a United States footprint for Zentek's Albany ultra-high-purity graphite in energy, defense, and national-security markets. The JV is 90% owned by Zentek USA Inc., a wholly owned subsidiary of Zentek, and 10% owned by ALO Partners, a company owned and controlled by Perkin Industries and Jeremy Roenick.
The JV's initial mandate is to support U.S. customer engagement and material qualification, offtake discussions, strategic industry engagement, U.S. government relations, and the evaluation of potential U.S. federal and allied government funding opportunities for allied-sourced Albany material. Albany has not been contributed to the JV.
In connection with the arrangement, Zentek has entered into consulting agreements with Jeremy Roenick and Nicolas Perkin to support the Company and the JV with strategic industry engagement, U.S. government relations, and related services. Pursuant to the Company's omnibus long-term incentive plan, Zentek has granted each consultant 50,000 stock options, exercisable for 24 months at a price of C$0.56 per common share. The options vest in tranches based on ALO Partners achieving aggregate capital contribution milestones to the JV.
A North American Solution to an Allied-Sourcing Gap
Graphite is a designated critical mineral in the United States, Canada, and allied nations, and is classified among U.S. strategic defense critical minerals. Today, ultra-high-purity and nuclear-grade graphite processing sits overwhelmingly outside the NATO-aligned world, and the United States continues to source most of its natural graphite from non-allied suppliers.
The United States is 100% reliant on imported natural graphite and mines none domestically, and China has supplied close to half of those imports in recent years (U.S. Geological Survey). Accessing the federal and allied funding now directed at rebuilding this industry requires qualified, allied-sourced material and a presence inside the U.S. value chain. That is the gap Strategic Graphite Partners is built to close. Albany's material is not commodity flake or battery-anode graphite. It has been purified at bench scale to 5N+ (99.9992% Cg) consistent with nuclear-grade specifications and is intended for the highest-specification end of the market, where buyers qualify material rather than purchase on volume.
"Strategic Graphite Partners gives allied-sourced Albany material a footprint inside the U.S. value chain, where it can be qualified by U.S. customers and emerging government-supported programs," said Moe Jiwan, CEO of Zentek. "Albany remains a 100% Zentek-owned Canadian asset."
"Over the last couple of years, Perkin Industries has shifted towards US-based infrastructure investments, including those in critical elements of National Defense. In analyzing this transaction, it became clear to us that unrestricted access to military grade graphite is not a "nice to have" - but a "must have," for our National Security," said Nic Perkin, Chairman and CEO of Perkin Industries.
"I have spent my career on both sides of the Canada-U.S. border, and that partnership has always been our greatest strength," said Jeremy Roenick. "Giving American energy and defense customers a secure, allied source of the highest-grade graphite is exactly the kind of work I want to be part of. Albany is that source, and Strategic Graphite Partners is how we put it in the hands of the customers who need it."
About Zentek Ltd.
Zentek Ltd. is a Canadian intellectual property development and commercialization company advancing a portfolio of graphene-enabled and advanced material technologies across clean air, next-generation materials, and critical minerals. Core platforms are Albany Graphite, ZenGUARD™, and Triera. Albany is the principal critical minerals asset, advancing toward a PEA targeted for completion in summer 2026.
About ALO Graphite Partners LLC
ALO Graphite Partners LLC is the U.S. vehicle through which Jeremy Roenick and Nic Perkin are partnering with Zentek in Strategic Graphite Partners. Roenick is a Hockey Hall of Fame inductee who played 20 seasons in the NHL. Since retiring, he has been active in business and investment across consumer, technology, and sports ventures. Perkin is Chairman and CEO of Perkin Industries, a New Orleans-based holding company focused on long-term partnerships with cash-generating small and mid-sized businesses. He previously co-founded The Receivables Exchange, an electronic marketplace for commercial receivables, and helped build Massive Incorporated, which was acquired by Microsoft in 2006.
Forward-Looking Statements
This news release contains forward-looking statements. Since forward-looking statements address future events and conditions, by their very nature they involve inherent risks and uncertainties. Forward-looking statements in this release include, but are not limited to, statements regarding the formation, purpose, terms, and objectives of Strategic Graphite Partners LLC; the establishment of a United States footprint for Albany material; the intention to pursue U.S. federal and allied government funding and offtake agreements; and the Albany Preliminary Economic Assessment. References to U.S., Canadian, allied, and NATO government programs, appropriations, and policy describe the broader market and policy environment; they do not constitute any commitment, award, offtake, membership, or funding to Zentek or the JV. Although Zentek believes that the assumptions and factors used in preparing the forward-looking information in this news release are reasonable, undue reliance should not be placed on such information, which only applies as of the date of this news release, and no assurance can be given that such events will occur in the disclosed time frames or at all. Zentek disclaims any intention or obligation to update or revise any forward-looking information, whether as a result of new information, future events or otherwise, other than as required by law.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
For more information:
Mohammed (Moe) JiwanChief Executive Officer, Zentek Ltd.T: 416-709-8876E: [email protected]: www.zentek.com