CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company focused on production, distribution and storage of clean ultra-high purity (UHP) hydrogen and other strategic industrial gases, today announced the release of 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 highlight industrial gas market tailwinds and an expanding portfolio of clean UHP hydrogen production plants and regional supply hubs.
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, aerospace and defense, and precision laboratories. The supply remains dominated by a handful of mega-plant operators, creating a structural opening for regional, modular and decentralized producers 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, 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.
UHP helium is classified as a strategic critical material by the European Union, Canada and the United States, with no viable substitutes in semiconductor manufacturing, MRI imaging, aerospace, and fiber optics. The global helium market is projected to grow from approximately US$3.3 billion in 2025 to US$5.5 billion by 2034 (Grand View Research, 2025–2034). Semiconductors accounted for approximately 24% of global helium consumption in 2025, projected to rise to approximately 30% by 2030 (USGS, 2025). Highly geographically concentrated supply creates chronic shortage risk and pricing power for reliable regional distributors.
The UHP semiconductor gas market is projected to grow from approximately US$7.4 billion in 2025 to US$14.2 billion by 2034, at a CAGR of 7.5% (MarketsandMarkets - High Purity Gas Market Report 2025). CHARBONE’s updated presentation provides clarity on its project pipeline, which 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.
Key projects include Sorel-Tracy, Quebec (flagship, with Phase 1A launched in Q4 2025 and commercial production); Detroit, Michigan (Phase 1 capacity of 1 ton per day clean UHP hydrogen, targeting H2 2026); Wisconsin (Phase 1 capacity 200 kg per day, leveraging Wolf River hydro dam assets); and Malaysia (asset-light equity participation with Green Hydrogen ASIAPAC SDN BHD). CHARBONE is also evaluating 12+ additional plant opportunities across North America and Asia-Pacific.
The Company’s hydrogen production assets are supported by a network of Regional Supply Hubs for storage and distribution, with hubs in Ontario, Quebec, Nova Scotia and New York, targeting 6-8 hubs total across North America. Hydrogen and helium tube trailers have been deployed, 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 Chief Executive Officer. “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.”
