CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company, today released 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 vertically integrated industrial gases 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 across Canada, the United States, and Asia-Pacific.
CHARBONE operates in a critical segment of the modern industrial economy. The updated investor materials highlight the favorable market backdrop supporting the Company's growth strategy, with demand drivers anchored in semiconductor fabrication, AI and data centers, advanced pharmaceuticals and biotech, aerospace and defense, and precision laboratories. According to the 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 CAGR of 7.1% (MarketsandMarkets - High Purity Gas Market Report 2025). The supply gap remains significant, as global supply is dominated by a handful of mega-plant operators, creating a structural opening for regional, modular and decentralized 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 (IEA Global Hydrogen Review 2025). Low-emissions hydrogen production is expected to reach 4.2 Mtpa by 2030, a fivefold increase versus 2024. Drivers include semiconductor fabs, AI data centers, carbon-price pressure and industrial decarbonization mandates.
The updated presentation provides additional clarity on CHARBONE's project pipeline. The Company's modular, demand-driven approach is designed to deploy up to 16 hydrogen projects in proximity to end-users, at a fraction of the capital intensity of traditional centralized mega-plants. Each project is designed with up to 5 phases of production capacity, each deployed within 6-12 months in line with local demand and access to local renewable energy.
Highlights include the Sorel-Tracy, Quebec flagship project, where Phase 1A successfully launched in Q4 2025 with continuous commercial production and initial hydrogen revenues. Multiple U.S. and Canadian sales were confirmed in Q1 2026. The Detroit, Michigan project is targeting Phase 1 capacity of 1 ton per day of clean UHP hydrogen, with site selection and permitting in H1 2026 and Phase 1 launch targeted for H2 2026. In Wisconsin, Phase 1 capacity of 200 kg per day is modeled on the Sorel-Tracy Phase 1A configuration, leveraging the Company's Wolf River hydro dam assets. In Malaysia, an asset-light equity participation model with partner Green Hydrogen ASIAPAC SDN BHD has been initiated, with advisory revenues in Q4 2025 and equity participation intent confirmed in April 2026.
CHARBONE's hydrogen production assets are supported by a network of Regional Supply Hubs for the storage and distribution of industrial gases. The Company is developing hubs in Ontario, Quebec, Nova Scotia and New York, with a target of 6-8 hubs total across North America. Hydrogen and helium tube trailers have been deployed, supporting commercial deliveries across Ontario, Quebec and New York State, and multi-year supply agreements are in place with a subsidiary of one of the world's largest chemical and industrial conglomerates, providing CHARBONE with 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 Chief Executive Officer of CHARBONE. "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."
