CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company, has released an updated Corporate Presentation and Fact Sheet, now available in the Investors section of its website at www.charbone.com. The updated materials provide a refreshed view of the company's vertically integrated platform, structural growth dynamics in the global ultra-high purity (UHP) gas market, and its expanding portfolio of clean UHP hydrogen production plants across Canada, the United States, and Asia-Pacific.
The updated presentation highlights the favorable market backdrop supporting Charbone's growth strategy. The global UHP gas market is projected to grow from approximately US$37.5 billion in 2025 to US$52.8 billion by 2030, a compound annual growth rate (CAGR) of 7.1%, according to a 2025 MarketsandMarkets report. Demand drivers include semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace and defense. Global supply remains dominated by a few 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% from low-emissions production, according to the 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, driven by semiconductor fabs, AI data centers, and industrial decarbonization mandates.
UHP helium is another strategic focus, classified as a critical material by the European Union, Canada, and the United States, with 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, 2025–2034). Semiconductors accounted for approximately 24% of global helium consumption in 2025, projected to rise to 30% by 2030 (USGS, 2025). Highly concentrated supply creates chronic shortage risk and pricing power for reliable regional distributors.
Charbone's project pipeline includes 16 potential hydrogen projects. The flagship Sorel-Tracy, Quebec project launched Phase 1A in Q4 2025, with continuous commercial production and initial revenues. The modular build-out allows scaling from 2.25 MW to 25.65 MW of installed electrolysis capacity, with indicative annual sales potential from C$5.1 million (Phase 1) to C$66.0 million (Phase 5). The Detroit, Michigan project targets 1 ton per day of clean UHP hydrogen, with site selection and permitting expected in H1 2026 and Phase 1 launch in H2 2026. The Wisconsin project will leverage Charbone's Wolf River hydro dam assets for renewable power, with 200 kg per day capacity. In Malaysia, Charbone has an asset-light equity participation with Green Hydrogen ASIAPAC SDN BHD, with advisory revenues in Q4 2025 and equity participation intent confirmed in April 2026. Malaysia is a top-10 global semiconductor manufacturing hub.
Regional Supply Hubs under development in Ontario, Quebec, Nova Scotia, and New York support recurring revenue. Hydrogen and helium tube trailers have been deployed, 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 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.”
