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 provide investors and stakeholders with a refreshed view of CHARBONE's 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.
CHARBONE operates in a critical segment of the modern industrial economy. According to the updated materials, 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 compound annual growth rate (CAGR) of 7.1% (MarketsandMarkets - High Purity Gas Market Report 2025). Demand is driven by semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace and defense. The supply gap remains substantial, as global supply is dominated by a handful of mega-plant operators, creating a structural 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 (IEA Global Hydrogen Review 2025). Low-emissions hydrogen production is expected to reach 4.2 million tons per annum by 2030, a fivefold increase from 2024. Drivers include semiconductor fabs, AI data centers, carbon-price pressure, and industrial decarbonization mandates. Additionally, UHP helium—classified as a strategic critical material by the European Union, Canada, and the United States—faces chronic supply shortages. 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), with semiconductors accounting for about 24% of consumption in 2025, rising to an estimated 30% by 2030 (U.S. Geological Survey, 2025).
The updated presentation provides clarity on CHARBONE's project pipeline. The company's flagship project in Sorel-Tracy, Quebec, 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 allows for up to five phases, scaling from 2.25 MW to 25.65 MW of installed electrolysis capacity. Indicative annual sales potential ranges from C$5.1 million in Phase 1 to C$66.0 million in Phase 5. The project uses renewable baseload electricity from Hydro-Quebec, which is approximately 100% renewable, reducing greenhouse gas emissions by about 10 kilograms of CO2 per kilogram of hydrogen produced.
In Detroit, Michigan, Phase 1 capacity is 1 ton per day of clean UHP hydrogen, with site selection and permitting expected in H1 2026 and 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 is advancing through H2 2026. In Malaysia, CHARBONE has partnered with Green Hydrogen ASIAPAC SDN BHD under an asset-light equity participation model. An advisory engagement launched in Q4 2025, with equity participation intent confirmed in April 2026. Malaysia is a top-10 global semiconductor manufacturing hub, driving rapidly growing industrial gas demand.
Beyond these four projects, CHARBONE is evaluating 12+ additional plant opportunities across North America and Asia-Pacific. The company's hydrogen production assets are supported by a network of Regional Supply Hubs for storage and distribution. Hubs are being developed in Ontario, Quebec, Nova Scotia, and New York, with a target of six to eight hubs total across North America. Hydrogen and helium tube trailers have been deployed, supporting commercial deliveries across Ontario, Quebec, and New York State. Multi-year supply agreements are in place with a subsidiary of one of the world's largest chemical and industrial conglomerates, providing a recurring revenue foundation.
"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."