Graphene Manufacturing Group to Host Live Fireside Chat on Production Expansion and U.S. Market Entry

Live Fireside Chat Event Details and Registration

Graphene Manufacturing Group has scheduled a live fireside chat for Wednesday, July 22, 2026, at 4:30 p.m. Pacific Time (7:30 p.m. Eastern Time; 9:30 a.m. Australian Eastern Standard Time on July 23, 2026). CEO Craig Nicol will be interviewed by Cory Fleck from the KE Report. The live session will allow attendees to submit questions in real time.

Investors and market participants can register through the company’s provided link. This live event aims to engage stakeholders directly about GMG’s recent advancements and strategic growth plans, following several significant operational updates issued in June and July 2026.

First Bulk U.S. Shipment Signals North American Market Entry

On June 17, 2026, GMG announced its first bulk shipment of THERMAL-XR® to Nu-Calgon Wholesaler, Inc., the exclusive distributor for North America. The product is sold under the brand Nu-Calgon CoolWorx® powered by GMG® Graphene, marking a major commercial expansion into the U.S. market.

THERMAL-XR® is a graphene-enhanced HVAC coating designed to improve energy efficiency. GMG has extended its application beyond HVAC-R systems to electronic heat sinks, industrial plants, and data centers. The exclusive distribution partnership with Nu-Calgon reflects a strategic approach to penetrating the North American market.

Generation 2.0 Manufacturing Plant Completed on Time and Budget

On July 6, 2026, GMG announced the successful completion and startup of its Generation 2.0 Graphene Manufacturing Technology Plant, delivered on schedule and within budget. Once fully optimized, the facility aims to produce up to 10 tonnes of graphene annually, significantly boosting the company’s production capacity.

This plant is key to GMG’s goals of scaling graphene production and cell manufacturing processes. The on-time, on-budget execution underscores the company’s operational capabilities and will support fulfilling commercial orders and international growth.

June 2026 Sales Orders Surpass A$400,000, Setting Company Record

On July 7, 2026, GMG reported over A$400,000 in sales orders for June 2026, its highest monthly total to date. These orders spanned domestic and international markets, highlighting growing demand for THERMAL-XR® products.

This record demonstrates GMG’s transition from development to commercial scale, with diverse geographic order distribution indicating broad market acceptance. Specific order details by region or product were not disclosed and may be addressed during the fireside chat.

Board Approves A$1.2 Million Capital for Fulcrum Facility Development

On July 8, 2026, GMG’s Board approved A$1.2 million in capital expenditure for detailed design, engineering, and procurement for the proposed Fulcrum Facility. This facility will support assembly and commissioning of modular graphene production units for global deployment, including potential North American sites.

The Fulcrum Facility represents GMG’s strategic shift toward a "factory for graphene factories" model, enhancing supply chain, partnerships, and project execution. The Board’s approval advances the project beyond preliminary stages, aligning with recent bulk U.S. shipments and market expansion efforts.

THERMAL-XR® Passes 30,000-Hour Durability Salt-Spray Test

On July 9, 2026, GMG announced that THERMAL-XR® successfully completed over 30,000 hours of ASTM B117-19 salt-spray testing with no corrosion, certified by an independent U.S. laboratory. This standardized test evaluates corrosion resistance, critical for HVAC-R and industrial applications.

This durability milestone confirms THERMAL-XR®’s long-term performance under harsh conditions, enhancing customer confidence and supporting broader market adoption.

GMG’s Proprietary Graphene Production and Technology Platform

GMG’s proprietary process decomposes methane into carbon (graphene), hydrogen, and residual hydrocarbons, producing high-quality, scalable, low-cost graphene with minimal contaminants. This in-house capability ensures control over raw materials, quality, and costs essential for commercial viability.

The company’s portfolio targets two segments: energy savings and energy storage. Energy savings products like THERMAL-XR® coatings and lubricant additives are in early commercialization. Energy storage efforts include collaborations on graphene aluminium-ion batteries with the University of Queensland and graphene additives for lithium-ion batteries, supported by Australian Government funding.

Strategic Objectives and Market Development Outlook

GMG’s four key objectives are: (1) scale graphene and cell production; (2) grow energy savings product revenue; (3) develop next-gen batteries; and (4) build supply chain and project execution capabilities. Recent announcements indicate simultaneous progress across these goals.

The upcoming fireside chat will allow CEO Craig Nicol to detail how these initiatives integrate into a cohesive growth strategy. Investors will look for updates on revenue guidance, Fulcrum Facility timelines, Generation 2.0 plant utilization, and new commercial partnerships, as well as capital allocation and resource management.

Energy Savings and Storage Market Applications

THERMAL-XR® targets energy reduction in HVAC-R systems, a mature global market, and is expanding into electronic heat sinks for data centers and telecom infrastructure, driven by rising cooling demands from AI and cloud computing.

On the storage front, GMG’s aluminium-ion battery research with the University of Queensland positions it in emerging battery tech with potential advantages over lithium-ion. Lubricant and graphene additives offer nearer-term revenue prospects, reflecting a diversified platform approach to graphene commercialization.

Investor Considerations and Monitoring

GMG is at a pivotal stage, transitioning from development to commercial manufacturing and market entry. The June record sales and July operational milestones demonstrate progress, but sustained growth depends on execution in product adoption, plant optimization, Fulcrum Facility advancement, and battery technology commercialization.

The fireside chat will provide management’s insights on strategy and near-term outlook. Investors should monitor quarterly revenue, sales trends, plant production rates, customer and geographic diversification, Fulcrum Facility progress, battery development updates, capital expenditure, and fundraising activities to assess growth trajectory and funding adequacy.