re: Spec Play - HGRAF

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I can’t find any news

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This is just noise and/or manipulation of a pre-revenue company. Already pulling back some and may erase it all tomorrow.... rinse, repeat next week....

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HydroGraph’s FGA-1, incorporated at low loading via the ecosparc® platform, delivered consistent and measurable performance improvements across all of the test intervals under ISO 9227 Neutral Salt Spray conditions:

- 60% reduction in scribe corrosion creep at 480 hours
- 39% reduction in scribe corrosion creep at 960 hours
- 59% reduction in scribe corrosion creep at 1680 hours
- Noticeable reduction in blistering from 960 hours onwards, with FGA-1 demonstrating the most pronounced blistering resistance at 1680 hours. A commercially significant result, as delamination and blistering can drive costly maintenance in the field

FGA-1 outperformed the unmodified reference coating and outperformed or matched the alternative graphene grades tested at every time interval; 480, 960 and 1680 hours. With highly consistent scribe creep measured, between 0.27mm- 0.28mm, at each time interval.

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The most valuable outcome of this evaluation was the confirmation of HydroGraph’s FGA-1 as a high-performing candidate for Sparc’s water-based ecosparc® formulations, and the foundation it provides for a broader strategic partnership.

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AUSTIN, Texas, July 23, 2026 (GLOBE NEWSWIRE) -- HydroGraph Clean Power Inc. (HGRAF.NaE) (“HydroGraph” or the “Company”) today provided an update on its activities in the federal government and aerospace & defense markets as part of its expanded focus on United States national strategic interests and domestic supply chain initiatives. HydroGraph is encouraging U.S. policymakers to designate graphene a critical material as part of the nation’s broader strategy to reduce the defense industrial base exposure to foreign-controlled graphite supplies and other minerals. The vast majority of graphene produced today is derived from graphite. Approximately 80% of the global graphite supply is sourced from China1, which is currently scheduled to become subject to export licensing restrictions in November 2026 unless the current temporary suspension of those regulations is extended. HydroGraph has demonstrated that high-quality graphene can be produced today from U.S.-sourced hydrocarbon gases rather than mined graphite, providing a fully domestic pathway to the advanced materials needed for next-generation American defense manufacturing. HydroGraph graphene has shown significant improvements in material strength, thermal and electrical conductivity, lubrication, and protection for applications ranging from lightweighting of aerospace structures, electromagnetic shielding, protective coatings, thermal management, lubricants, and infrastructure. The nano-scale fractal graphene produced by HydroGraph allows for better dispersion versus larger size graphene produced from graphite feedstocks. Better dispersion of fractal graphene allows for mechanical, thermal, and conductivity benefits to be realized at very low loadings, often at under 0.1%.2 "This is bigger than any one program or platform — it's about whether the United States controls the materials critical to its defense industrial base," said Dr. Robert Yancey, Vice President of Business Development – Government and Defense at HydroGraph. "China's export licensing suspension isn't a resolution, it's a reprieve. The legal authority to reimpose graphite export controls remains fully intact and can be activated with 30 days' notice. Domestic graphene addresses that vulnerability at the source, because the feedstock is hydrocarbon gas, not mined graphite, so there's no upstream exposure to China." HydroGraph also noted that the United Kingdom, the European Union, South Korea, and China have each launched government-funded national graphene programs, while the United States has not. The company is calling on U.S. policymakers and defense stakeholders to take three near-term actions to close that gap: 1) formally designate graphene as a critical material under the Defense Production Act; 2) fund qualification pilot programs to validate graphene across priority defense applications; and 3) establish a dedicated national graphene innovation and research institute to align materials science with long-term industrial and security needs. "The research base already exists in U.S. universities, national labs, and government research centers — this is not a scientific gap, it's a policy gap," said Kjirstin Breure, Chair, President, and CEO of HydroGraph. "China, the EU, South Korea, and the UK are already treating graphene as a strategic material central to their national security planning. The United States still has a first-mover advantage in fielding domestic graphene at scale, but that advantage shrinks every month we wait. We believe securing this supply chain now is one of the clearest, most achievable steps the U.S. can take to protect its long-term national security."

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OOF! This didn’t help the share price at all.

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Definitely a positive

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