Charbone Corporation (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company focused on clean ultra-high purity (UHP) hydrogen and other strategic gases, today announced the release of its updated Corporate Presentation and Fact Sheet, now available in the Investors section of the Company's website at www.charbone.com.
The updated materials provide investors and stakeholders with a refreshed view of Charbone's vertically integrated platform, the structural growth dynamics shaping the global UHP gas market, and the Company's growing portfolio of clean UHP hydrogen production plants across Canada, the United States, and Asia-Pacific. The announcement comes as the global UHP gas market is projected to grow from approximately US$37.5 billion in 2025 to US$52.8 billion by 2030, according to MarketsandMarkets 2025 report, representing a CAGR of 7.1%.
Charbone operates in a critical segment of the modern industrial economy, with demand drivers anchored in semiconductor fabrication, AI and data centers, advanced pharmaceuticals, aerospace and defense, and precision laboratories. The Company highlights a structural supply gap as global supply remains dominated by a handful of mega-plant operators, creating an opening for regional, modular producers like Charbone.
Clean UHP hydrogen is Charbone's core production molecule. Global hydrogen demand reached nearly 100 million tons in 2024, with less than 1% sourced from low-emissions production, according to the IEA Global Hydrogen Review 2025. Low-emissions hydrogen production is expected to reach 4.2 Mtpa by 2030, a fivefold increase versus 2024. Drivers include semiconductor fabs, AI data centers, carbon-price pressure, and industrial decarbonization mandates.
Beyond hydrogen, Charbone's materials also highlight UHP helium as a strategic, high-margin, and supply-constrained gas. Classified as a critical material by the EU, Canada, and the U.S., helium has no viable substitutes in semiconductor manufacturing, MRI imaging, aerospace, and fiber optics. The global helium market is projected to grow from US$3.3 billion in 2025 to US$5.5 billion by 2034 (Grand View Research). Semiconductors accounted for approximately 24% of global helium consumption in 2025, projected to rise to 30% by 2030 (USGS, 2025).
The updated presentation provides additional clarity on Charbone's project pipeline. The modular, demand-driven approach is designed to deploy up to 16 hydrogen projects in proximity to end-users. At Sorel-Tracy, Quebec, Phase 1A launched in Q4 2025 with continuous commercial production and initial hydrogen revenues, with multiple U.S. and Canadian sales confirmed in Q1 2026. The project is designed for up to 5 phases, scaling from 2.25 MW to 25.65 MW of installed electrolysis capacity, with indicative annual sales potential reaching C$66.0M at Phase 5. Renewable baseload electricity from Hydro-Quebec powers the site.
In Detroit, Michigan, Phase 1 capacity of 1 ton per day of clean UHP hydrogen is targeting site selection and permitting in H1 2026, with Phase 1 launch in H2 2026. In Wisconsin, Phase 1 capacity of 200 kg per day will leverage Charbone's Wolf River hydro dam assets. In Malaysia, through a partnership with Green Hydrogen ASIAPAC SDN BHD, equity participation intent was confirmed in April 2026, with the country being a top-10 global semiconductor manufacturing hub.
Charbone's hydrogen production assets are supported by regional supply hubs for storage and distribution. The Company is developing hubs in Ontario, Quebec, Nova Scotia, and New York, targeting 6-8 hubs total across North America. Hydrogen and helium tube trailers have been deployed, supporting commercial deliveries, and multi-year supply agreements are in place with a subsidiary of one of the world's largest chemical conglomerates.
"The updated Corporate Presentation and Fact Sheet bring together, in one place, the market context and the project execution story that we believe make Charbone a differentiated investment opportunity," said Dave B. Gagnon, Chairman and CEO. "With Sorel-Tracy in commercial production, Detroit and Wisconsin advancing, and Malaysia entering an equity-participation phase, our pipeline has never been clearer or more tangible."
