CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47) has released an updated Corporate Presentation and Fact Sheet, now available in the Investors section of the Company’s website at www.charbone.com. The materials provide a refreshed view of the vertically integrated industrial gases company’s platform, market dynamics, and project pipeline.
The global ultra-high purity (UHP) gas market is projected to grow from approximately US$37.5 billion in 2025 to US$52.8 billion by 2030, at a CAGR of 7.1%, according to MarketsandMarkets. Demand drivers include semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace. The company notes a structural supply gap dominated by a few mega-plant operators, creating opportunities for regional, modular producers like Charbone.
In clean UHP hydrogen, global hydrogen demand reached nearly 100 million tons in 2024, with less than 1% from low-emissions production, per the IEA Global Hydrogen Review 2025. Low-emissions hydrogen production is expected to reach 4.2 Mtpa by 2030, a fivefold increase from 2024. Charbone’s flagship Sorel-Tracy project in Quebec has achieved commercial production with Phase 1A launched in Q4 2025, and initial hydrogen revenues confirmed in Q1 2026. The project is designed for modular build-out up to 5 phases, scaling from 2.25 MW to 25.65 MW.
In the United States, 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 launch targeted for H2 2026. The Wisconsin project, leveraging the company’s Wolf River hydro dam assets, plans Phase 1 capacity of 200 kg per day (0.5 MW), with permitting advancing through H2 2026.
In Malaysia, Charbone has partnered with Green Hydrogen ASIAPAC SDN BHD in an asset-light equity participation model. Advisory engagement launched in Q4 2025, and equity participation intent was confirmed in April 2026. Malaysia is a top-10 global semiconductor manufacturing hub, with growing industrial gas demand from chip fabs, data centers, and advanced manufacturing.
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. 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.
The updated presentation also highlights the UHP helium market, classified as a strategic critical material by the European Union, Canada, and the United States. The global helium market is projected to grow from US$3.3 billion in 2025 to US$5.5 billion by 2034, according to Grand View Research. Semiconductors accounted for approximately 24% of global helium consumption in 2025, projected to rise to 30% by 2030, per the USGS.
Dave B. Gagnon, Chairman and CEO, stated, “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.”
