Charbone Corporation (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company, 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 highlight the industrial gas market tailwinds and an expanding portfolio of clean ultra-high purity (UHP) hydrogen production plants and regional supply hubs.
The global UHP gas market is projected to grow from approximately US$37.5 billion in 2025 to US$52.8 billion by 2030, representing a CAGR of 7.1% (MarketsandMarkets - High Purity Gas Market Report 2025). Demand drivers include semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace and defense applications. The supply gap remains significant, as global supply is dominated by a handful of mega-plant operators, creating a structural opening for regional, modular and decentralized producers like Charbone.
Global hydrogen demand reached nearly 100 million tons in 2024, with less than 1% sourced from low-emissions production (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.
UHP helium, classified as a strategic critical material by the European Union, Canada and the United States, has no viable substitutes in semiconductor manufacturing, MRI imaging, aerospace, and fiber optics. The global helium market is projected to grow from approximately US$3.3 billion in 2025 to US$5.5 billion by 2034 (Grand View Research, 2025–2034). Semiconductors accounted for approximately 24% of global helium consumption in 2025, projected to rise to approximately 30% by 2030 (USGS, 2025). Highly geographically concentrated supply creates chronic shortage risk and pricing power for reliable regional distributors.
The UHP semiconductor gas market is projected to grow from approximately US$7.4 billion in 2025 to US$14.2 billion by 2034, at a CAGR of 7.5% (MarketsandMarkets - High Purity Gas Market Report 2025).
Charbone’s project pipeline now includes up to 16 hydrogen projects. The flagship Sorel-Tracy, Quebec project launched Phase 1A in Q4 2025 with continuous commercial production and initial hydrogen revenues confirmed in Q1 2026. The modular build-out includes up to 5 phases, scaling from 2.25 MW to 25.65 MW of installed electrolysis capacity, with indicative annual sales potential ranging from C$5.1M (Phase 1) to C$66.0M (Phase 5). Renewable baseload electricity from Hydro-Quebec powers the site, with greenhouse gas emissions expected to be reduced by approximately 10 kilograms of CO2 for every kilogram of hydrogen produced.
In Detroit, Michigan, Phase 1 capacity is 1 ton per day of clean UHP hydrogen, strategically located in the Great Lakes corridor. Site selection and permitting are expected in H1 2026, with Phase 1 launch targeted for H2 2026. In Wisconsin, Phase 1 capacity is 200 kg per day (0.5 MW), leveraging Charbone’s Wolf River hydro dam assets. Site permitting and development are advancing through H2 2026. In Malaysia, the Company has an asset-light equity participation model with Green Hydrogen ASIAPAC SDN BHD., with advisory revenues in Q4 2025 and equity participation intent confirmed in April 2026.
Charbone’s hydrogen production assets are supported by a network of Regional Supply Hubs for storage and distribution. The Company is developing hubs in Ontario, Quebec, Nova Scotia and New York, with a target of 6-8 hubs total across North America. Hydrogen and helium tube trailers have been deployed, supporting commercial deliveries across Ontario, Quebec and New York State, and multi-year supply agreements are in place with a subsidiary of one of the world’s largest chemical and industrial conglomerates.
Dave B. Gagnon, Chairman and Chief Executive Officer of Charbone, stated, “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. The structural undersupply of clean UHP hydrogen and helium, combined with accelerating demand from semiconductors, AI, data centers, advanced pharma, and aerospace, defines a multi-decade tailwind, and our modular, decentralized model is purpose-built to capture it.”
