Zentek Establishes Pathway to Sell ZenGUARD(TM) Enhanced Air Filtration Media in the U.S.

Rhea-AI Summary

Zentek (NASDAQ: ZTEK) has secured a pathway to sell its ZenGUARD(TM) Enhanced Air Filtration Media in the U.S. through an exclusive license with Applied Silver for EPA-registered silver technology.

The eight-year Agreement covers HVAC, cleanroom, healthcare, transportation cabin air, and certain respiratory protection products, and leverages Zentek’s U.S.-based manufacturing partner Quality Filters. ZenGUARD(TM) is designed to enhance aerosol disruption while limiting added energy use and extending filter life.

Positive

• Exclusive U.S. license for Applied Silver’s EPA-registered silver technology in HVAC and air filtration
• Agreement term of eight years with automatic three-year renewal periods
• Coverage across HVAC, cleanroom, healthcare, transportation cabin air, and building filtration markets
• Collaboration with U.S.-based manufacturing partner Quality Filters to target U.S. customers
• ZenGUARD media designed for enhanced aerosol disruption without materially increasing energy consumption
• Technology supports longer filter life and fewer changeouts, potentially reducing labour and disposal costs

Negative

• License exclusivity is subject to certain volume thresholds
• Use in face masks, respirators, and similar products requires applicable regulatory approvals

News Market Reaction – ZTEK

-5.66%

5 alerts

-5.66% Session close to close

+11.0% Peak Tracked

-7.5% Trough Tracked

$65.34M Market Cap

0.4x Rel. Volume

In the Jun 29 session, ZTEK declined 5.66%, reflecting a notable negative market reaction. Argus tracked a peak move of +11.0% during that session. Argus tracked a trough of -7.5% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -5.7% in the session following this news. A negative reaction despite positive U.S. ...

Analysis

The stock moved -5.7% in the session following this news. A negative reaction despite positive U.S. commercialization news would fit Zentek’s occasional divergence, such as the patent-grant selloff of about 4%. Concerns over execution timelines or U.S. regulatory hurdles could overshadow the strategic upside.

Key Figures

Agreement date: June 26, 2026 License term: eight years Renewal period: three-year periods +2 more

5 metrics

Agreement date June 26, 2026 Date of license agreement with Applied Silver

License term eight years Initial term of U.S. ZenGUARD air filtration license

Renewal period three-year periods Automatic renewal term for the Agreement

Building energy share 40% of total energy DoE estimate for U.S. buildings’ share of total energy use

Electricity consumption share 75% of U.S. electricity DoE estimate for buildings’ share of U.S. electricity use

Historical Context

5 past events · Latest: Jun 26 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jun 26	JV formation	Positive	+25.6%	New U.S. joint venture to position Albany graphite in security supply chains.
Jun 09	Patent grant	Positive	-3.8%	U.S. patent granted for ZenGUARD graphene-based technology platform and uses.
May 13	Govt procurement	Positive	+16.5%	ZenGUARD filters added to Canada federal Pathway to Commercialization source list.
May 06	Regulatory update	Positive	+34.1%	Health Canada classification enables commercial orders for ZenGUARD air filters.
Apr 28	Project update	Positive	+3.0%	Albany Graphite environmental and social baseline program continues toward PEA.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent positive Zentek news, especially around ZenGUARD and strategic initiatives, has more often been followed by sharp upside moves than by negative reactions.

Key Terms

epa-registered, hvac, respirators

3 terms

epa-registered regulatory

"granting Zentek an exclusive ... license to incorporate Applied Silver's EPA-registered silver technology"

EPA-registered means a product or chemical has been reviewed and listed by the U.S. Environmental Protection Agency for the uses claimed on its label, commonly applying to pesticides, disinfectants and certain chemical products. For investors, an EPA registration is like a safety and use permit: it reduces regulatory risk, often broadens market access and can be a competitive advantage because it signals lawful compliance and validated claims, which affects sales potential and liability exposure.

hvac technical

"The license spans HVAC, cabin air, cleanroom and healthcare systems, commercial, institutional"

HVAC stands for heating, ventilation and air conditioning — the systems that control temperature, airflow and indoor air quality in buildings. Investors care because HVAC drives operating costs, energy use, tenant comfort and regulatory compliance; like the engine and insulation of a building, efficient modern systems can lower bills, reduce repair and replacement spending, and preserve property value, while outdated units can create unexpected expenses and vacancy risk.

respirators medical

"It also covers personal respiratory protection products comprising face masks, surgical masks, filtering facepieces, and respirators"

Respirators are wearable devices that filter airborne particles, gases or vapors to protect the wearer’s lungs, functioning like a personal air filter you wear over the nose and mouth. They matter to investors because demand, regulatory approvals, supply constraints and adoption in healthcare, industry or consumer markets can drive sales, margins and stock performance for manufacturers and suppliers across the supply chain.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Zentek targets the U.S. indoor air quality and air filtration market with a differentiated filtration solution

Guelph, Ontario--(Newsfile Corp. - June 29, 2026) - Zentek Ltd. (NASDAQ: ZTEK) (TSXV: ZEN) ("Zentek" or the "Company") announces it has secured a pathway to sell ZenGUARD™ Enhanced Air Filtration Media in the United States (“U.S.”), advancing the Company's commercialization strategy in the U.S. Zentek has entered into an agreement dated June 26, 2026 (the "Agreement") with Applied Silver Inc. ("Applied Silver") granting Zentek an exclusive (subject to certain volume thresholds) license to incorporate Applied Silver's EPA-registered silver technology into indoor air quality and air filtration products in the U.S. The license spans HVAC, cabin air, cleanroom and healthcare systems, commercial, institutional, residential, and industrial building filtration, transportation and fleet cabin air applications, and other compatible HVAC and cabin air applications. It also covers personal respiratory protection products comprising face masks, surgical masks, filtering facepieces, and respirators, subject to applicable regulatory approvals. The Agreement runs for an initial term of eight years and renews automatically for successive three-year periods.

U.S. Air Filtration Market Opportunity
The U.S. represents a large market for advanced HVAC air filtration solutions, supported by both scale and structural demand drivers¹. At the same time, building decarbonization is accelerating, with the U.S. Department of Energy estimating that buildings account for 40% of total energy used in the U.S. and approximately 75% of U.S. electricity consumption², placing air quality system efficiency at the center of regulatory and economic priorities. The Company believes that this convergence creates a compelling opportunity for differentiated filtration technologies that can enhance air quality without increasing system energy demand.

Zentek plans to work with its U.S.-based manufacturing partner, Quality Filters Inc. ("QFI"), to target the U.S. market and deliver its differentiated filtration solutions to customers seeking safer indoor spaces and lower costs.

ZenGUARD™ Enhanced Air Filtration Media: Unique Value Proposition
ZenGUARD™ Enhanced Air Filtration Media was developed in response to a Government of Canada call for indoor air quality solutions. Drawing on Zentek's graphene-based materials science capabilities, the Company developed ZenGUARD™ Enhanced Air Filtration Media as a differentiated indoor air quality technology deployable across the spectrum of indoor air quality systems.

• Designed to enhance the mechanical disruption of microbe-carrying aerosols and to support safer indoor spaces.
• Achieves enhanced performance without materially increasing pressure drop, energy consumption, or related carbon emissions.
• Compatible with existing HVAC systems and does not require additional equipment.
• Supports longer filter life and fewer changeouts compared to more dense filter media, which can help reduce labour and waste disposal costs.
• Media convertible into almost any size or type of air filter.

"Securing an exclusive pathway to commercialize ZenGUARD™ Enhanced Air Filtration Media in the U.S. is a significant milestone for Zentek and an important step for our clean air technology platform," said Mohammed (Moe) Jiwan, Chief Executive Officer of Zentek Ltd. "ZenGUARD™ Enhanced Air Filtration Media is designed to deliver advanced aerosol disruption and safer indoor spaces without increasing pressure drop, energy consumption, or carbon emissions. It can also be a key tool in reducing total cost of ownership through longer filter life and reduced changeout frequency. With this commercial pathway now established, and together with our U.S.-based manufacturing partners, we are positioned to advance commercialization in the United States."

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. The Company's core platforms are Albany Graphite, ZenGUARD™, and Triera. Albany is the Company's principal critical minerals asset and is advancing toward a Preliminary Economic Assessment targeted for completion in summer 2026.

About Applied Silver Inc.
Applied Silver offers a portfolio of silver-based products and licenses its silver ion technology for use across a range of applications. It is the developer and owner of an EPA-registered antimicrobial silver ion technology. Its flagship application, SilvaClean® (EPA Reg. No. 90335-1), is the first EPA-registered laundry additive to provide residual antimicrobial activity on treated textiles, and has been relied on by healthcare, hospitality, and athletic facilities for years.

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. 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 accepts responsibility for the adequacy or accuracy of this release.

For more information:
Mohammed (Moe) Jiwan
Chief Executive Officer, Zentek Ltd.
T: 416-709-8876
E: mjiwan2@zentek.com
W: www.zentek.com

References (public)

¹ Fortune Business Insights, Air Filters Market Size, Share & Industry Analysis, January 2026 (https://www.fortunebusinessinsights.com/u-s-air-filter-market-108083).
² U.S. Department of Energy, Decarbonizing the U.S. Economy by 2050: A National Blueprint for the Buildings Sector, April 2024 (https://www.energy.gov/cmei/buildings/data-and-analysis-buildings-sector-innovation).

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303211

FAQ

What did Zentek (NASDAQ: ZTEK) announce about ZenGUARD air filtration in the U.S. on June 29, 2026?

Zentek announced it has secured a pathway to sell ZenGUARD(TM) Enhanced Air Filtration Media in the U.S. According to Zentek, this follows an exclusive license to use Applied Silver’s EPA-registered silver technology in a wide range of indoor air quality applications.

What are the key terms of Zentek’s U.S. licensing agreement with Applied Silver for ZenGUARD (ZTEK)?

The Agreement grants Zentek an exclusive U.S. license, subject to volume thresholds, for Applied Silver’s silver technology. According to Zentek, the deal runs for an initial eight-year term and automatically renews for successive three-year periods across multiple HVAC and air filtration applications.

Which U.S. markets will Zentek’s ZenGUARD-enhanced air filtration media (ZTEK) target?

ZenGUARD-enhanced media will target HVAC, cleanroom, healthcare, transportation cabin air, and building filtration markets. According to Zentek, the license also extends to certain personal respiratory protection products, including masks and respirators, subject to applicable regulatory approvals in the United States.

What performance benefits does Zentek claim for ZenGUARD-enhanced HVAC filters for ZTEK investors?

ZenGUARD media is designed to enhance mechanical disruption of microbe-carrying aerosols while limiting added pressure drop. According to Zentek, it aims to maintain energy efficiency, extend filter life, reduce changeout frequency, and lower labour and waste disposal costs for indoor air quality systems.

How will Zentek manufacture and supply ZenGUARD-enhanced air filters in the U.S. market?

Zentek plans to work with U.S.-based manufacturing partner Quality Filters to supply ZenGUARD-enhanced media. According to Zentek, the media is compatible with existing HVAC systems and can be converted into almost any air filter size or type for diverse customer needs.

Does Zentek’s ZenGUARD air filtration technology support decarbonization efforts in U.S. buildings?

Zentek indicates ZenGUARD is designed to improve air quality without materially increasing energy consumption or carbon emissions. According to Zentek, this aligns with U.S. building decarbonization priorities, where HVAC efficiency and reduced electricity use are central regulatory and economic objectives.