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 on its website at www.charbone.com. The materials provide a refreshed view of the company's platform, market dynamics, and project pipeline, emphasizing the growing demand for ultra-high purity (UHP) gases driven by semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace.
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 CAGR of 7.1%, according to the MarketsandMarkets High Purity Gas Market Report 2025. Charbone highlights that global supply remains dominated by a few mega-plant operators, creating a structural opening for regional, modular producers like itself. Clean UHP hydrogen, the company's core production molecule, sees global demand reaching nearly 100 million tons in 2024, with low-emissions production expected to reach 4.2 Mtpa by 2030, a fivefold increase from 2024, per the IEA Global Hydrogen Review 2025.
Charbone's updated presentation details a project pipeline of up to 16 hydrogen projects. The flagship Sorel-Tracy, Quebec facility achieved Phase 1A commercial production in Q4 2025, with initial hydrogen revenues and sales confirmed in Q1 2026. The modular build-out allows scaling from 2.25 MW to 25.65 MW of electrolysis capacity across up to five phases. In Detroit, Michigan, Phase 1 capacity is set at 1 ton per day of clean UHP hydrogen, with site selection and permitting targeted for H1 2026 and launch in H2 2026. In Wisconsin, a 200 kg per day Phase 1 will leverage the company's Wolf River hydro dam assets. In Malaysia, Charbone is pursuing an asset-light equity participation model with Green Hydrogen ASIAPAC SDN BHD, with advisory revenues in Q4 2025 and equity participation intent confirmed in April 2026.
The company also emphasizes the strategic importance of UHP helium, classified as a critical material by the European Union, Canada, and the United States. 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 approximately 24% of consumption in 2025, rising to 30% by 2030 (USGS). Charbone's regional supply hubs, targeting 6-8 hubs across North America, support recurring revenue through multi-year supply agreements, including one with a subsidiary of a major chemical and industrial conglomerate.
Dave B. Gagnon, Chairman and CEO, stated: "The updated Corporate Presentation and Fact Sheet bring together the market context and project execution story that make Charbone a differentiated investment opportunity. 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."
Charbone's modular, demand-driven approach aims to deploy projects in proximity to end-users at lower capital intensity than traditional centralized plants, with each project designed for up to five phases deployed within 6-12 months. The company evaluates 12+ additional plant opportunities across North America and Asia-Pacific, with a long-term vision to expand across the broader industrial gases basket.
