CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company focused on clean ultra-high purity (UHP) hydrogen and other strategic industrial gases, 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 company’s vertically integrated platform and the structural growth dynamics shaping the global UHP gas market.
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 MarketsandMarkets' High Purity Gas Market Report 2025. Demand drivers include semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace and defense. Global supply remains dominated by a handful of mega-plant operators, creating a structural opening for regional, modular 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, according to the IEA Global Hydrogen Review 2025. Low-emissions hydrogen production is expected to reach 4.2 Mtpa by 2030, a fivefold increase versus 2024. The company also highlights the strategic importance of UHP helium, classified as a critical material by the EU, Canada, and the U.S. 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), with semiconductors accounting for about 24% of consumption in 2025, rising to 30% by 2030 (USGS).
CHARBONE’s project pipeline includes its flagship Sorel-Tracy facility in Quebec, which launched Phase 1A in Q4 2025 and is generating commercial revenues. The modular build-out allows scaling from 2.25 MW to 25.65 MW of electrolysis capacity, with indicative annual sales potential from C$5.1 million (Phase 1) to C$66.0 million (Phase 5). In the U.S., the Detroit, Michigan project targets 1 ton per day of clean UHP hydrogen, with site selection in H1 2026 and Phase 1 launch targeted for H2 2026. The Wisconsin project, leveraging CHARBONE’s Wolf River hydro dam assets, will have Phase 1 capacity of 200 kg per day. In Asia-Pacific, the company has an asset-light equity participation in Malaysia, a top-10 semiconductor manufacturing hub, through a partnership with Green Hydrogen ASIAPAC SDN BHD.
The company’s production assets are supported by Regional Supply Hubs for storage and distribution, with hubs in development in Ontario, Quebec, Nova Scotia, and New York. Hydrogen and helium tube trailers have been deployed for commercial deliveries, and 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 the market context and the project execution story that we believe make CHARBONE a differentiated investment opportunity,” said Dave B. Gagnon, Chairman and CEO. “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.”
The updated materials are based on sources including the IEA Global Hydrogen Review 2025 (https://www.iea.org/reports/global-hydrogen-review-2025), the European Commission Critical Raw Materials Act 2023 (https://single-market-economy.ec.europa.eu/sectors/raw-materials/areas-specific-interest/critical-raw-materials/critical-raw-materials-act_en), the U.S. Geological Survey Helium 2025 (https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-helium.pdf), and MarketsandMarkets' High Purity Gas Market Report 2025. CHARBONE is listed on the TSX Venture Exchange (TSXV: CH), OTC Markets (OTCQB: CHHYF), and the Frankfurt Stock Exchange (FSE: K47).
