CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47) 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 industrial gases platform, the structural growth dynamics shaping the global ultra-high purity (UHP) gas market, and the Company’s growing portfolio of clean UHP hydrogen production plants across Canada, the United States, and Asia-Pacific.
CHARBONE operates in a critical segment of the modern industrial economy. The updated investor materials highlight the favorable market backdrop supporting the Company’s growth strategy, with demand drivers anchored in semiconductor fabrication, AI and data centers, advanced pharmaceuticals and biotech, aerospace and defense, and precision laboratories. According to the release, 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). Global supply remains dominated by a handful of mega-plant operators, creating a structural opening for regional, modular and decentralized producers and distributors 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 (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. The Company also highlights UHP helium as a strategic, high-margin and supply-constrained gas. Helium is classified by the European Union, Canada and the United States as a strategic critical material, with 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).
The updated Corporate Presentation provides additional clarity on CHARBONE’s project pipeline. The Company’s modular, demand-driven approach is designed to deploy up to 16 hydrogen projects in proximity to end-users, at a fraction of the capital intensity of traditional centralized mega-plants. Sorel-Tracy, Quebec, the flagship project, launched Phase 1A in Q4 2025 with continuous commercial production and initial hydrogen revenues. Multiple U.S. and Canadian sales were 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). The Detroit, Michigan project targets Phase 1 capacity of 1 ton per day of clean UHP hydrogen, with site selection and permitting in H1 2026 and a Phase 1 launch targeted for H2 2026. In Wisconsin, the Company plans a Phase 1 capacity of 200 kg per day (0.5 MW), leveraging its Wolf River hydro dam assets to support an enhanced production economic profile. In Malaysia, CHARBONE has an asset-light equity participation with Green Hydrogen ASIAPAC SDN BHD, with an advisory engagement launched and initial advisory revenues in Q4 2025, an executive mission completed in Q1 2026, and equity participation intent confirmed in April 2026. Malaysia is a top-10 global semiconductor manufacturing hub, with rapidly growing industrial gas demand driven by foreign direct investment in chip fabs, data centers and advanced manufacturing.
CHARBONE’s hydrogen production assets are supported by a network of Regional Supply Hubs for the storage and distribution of industrial gases. 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, providing CHARBONE with a recurring revenue foundation. "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," said Dave B. Gagnon, Chairman and Chief Executive Officer of CHARBONE.
