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 materials provide a refreshed view of the company's platform and the market dynamics shaping the global ultra-high purity (UHP) gas market.
The updated presentation highlights that 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 MarketsandMarkets High Purity Gas Market Report 2025. Demand drivers include semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace and defense. The supply side remains dominated by a few mega-plant operators, creating a structural opening for regional, modular producers like Charbone.
Charbone's core production molecule is 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 million tons per annum by 2030. The company also focuses on UHP helium, classified as a strategic critical material by the European Union, Canada, and the United States, with no viable substitutes in semiconductor manufacturing, MRI imaging, and aerospace. 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).
Charbone's project pipeline includes its flagship Sorel-Tracy, Quebec site, which launched Phase 1A in Q4 2025 with continuous commercial production and initial hydrogen revenues. Multiple U.S. and Canadian sales were confirmed in Q1 2026. The modular build-out scales from 2.25 MW to 25.65 MW of installed electrolysis capacity, with indicative annual sales potential reaching C$66.0 million at Phase 5. Renewable baseload electricity from Hydro-Quebec powers the site, reducing CO2 emissions by approximately 10 kilograms per kilogram of hydrogen produced.
In Detroit, Michigan, Phase 1 capacity is 1 ton per day of clean UHP hydrogen, with site selection and permitting advancing in H1 2026 and Phase 1 launch targeted for H2 2026. The Wisconsin project features 200 kg per day capacity, leveraging Charbone's Wolf River hydro dam assets. In Malaysia, the company has partnered 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.
Charbone is also developing regional supply hubs in Ontario, Quebec, Nova Scotia, and New York, targeting 6–8 hubs total across North America. Hydrogen and helium tube trailers support commercial deliveries, and multi-year supply agreements with a subsidiary of a global chemical conglomerate provide recurring revenue.
“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,” said Dave B. Gagnon, Chairman and CEO of Charbone. “With Sorel-Tracy in commercial production, Detroit and Wisconsin advancing, and Malaysia entering an equity-participation phase, our pipeline has never been clearer.”
