Charbone Corporation (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company, announced the release of its updated Corporate Presentation and Fact Sheet, now available on the Investors section of its website at www.charbone.com. The materials provide investors with a refreshed view of the company’s vertically integrated platform, the structural growth dynamics in the global ultra-high purity (UHP) gas market, and its growing portfolio of clean UHP hydrogen production plants across Canada, the United States, and Asia-Pacific.
The updated presentation underscores a critical market reality: 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%, according to the MarketsandMarkets High Purity Gas Market Report 2025. Demand drivers include semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace and defense. However, global supply remains dominated by a handful of mega-plant operators, creating a structural opening for regional, modular, and decentralized producers like Charbone.
Central to Charbone’s strategy is clean UHP hydrogen. Global hydrogen demand reached nearly 100 million tons in 2024, with less than 1% sourced 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 versus 2024, driven by 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. Classified as a critical material by the European Union, Canada, and the United States, helium has no viable substitutes in semiconductor manufacturing, MRI imaging, and aerospace. The global helium market is projected to grow from approximately US$3.3 billion in 2025 to US$5.5 billion by 2034, according to Grand View Research. Semiconductors accounted for about 24% of global helium consumption in 2025, projected to rise to 30% by 2030, per the USGS.
The UHP semiconductor gas segment alone is expected to grow from approximately US$7.4 billion in 2025 to US$14.2 billion by 2034, at a CAGR of 7.5% (MarketsandMarkets). Charbone’s project pipeline is designed to capture this demand. The company’s modular, demand-driven approach aims to deploy up to 16 hydrogen projects near end-users, with each project having up to 5 phases of production capacity deployed within 6-12 months.
Key projects include the flagship Sorel-Tracy, Quebec facility, where Phase 1A launched in Q4 2025 with continuous commercial production and initial hydrogen revenues. Multiple U.S. and Canadian sales were confirmed in Q1 2026. The project scales from 2.25 MW to 25.65 MW electrolysis capacity, with indicative annual sales potential reaching C$66 million at Phase 5. In Detroit, Michigan, Phase 1 capacity is 1 ton per day of clean UHP hydrogen, with site selection and permitting in H1 2026 and a target launch in H2 2026. In Wisconsin, Phase 1 is 200 kg per day, leveraging Charbone’s Wolf River hydro dam assets for renewable power. In Malaysia, Charbone has an asset-light partnership with Green Hydrogen ASIAPAC SDN BHD, with equity participation intent confirmed in April 2026, targeting the top-10 global semiconductor manufacturing hub.
Charbone is also developing Regional Supply Hubs for storage and distribution across North America, with hubs in Ontario, Quebec, Nova Scotia, and New York. Hydrogen and helium tube trailers are already deployed, supporting commercial deliveries and multi-year supply agreements with a subsidiary of one of the world’s largest chemical and industrial conglomerates, providing a recurring revenue foundation.
Dave B. Gagnon, Chairman and CEO of Charbone, 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.”
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