Charbone Releases Updated Corporate Presentation and Fact Sheet Highlighting Structural Undersupply in UHP Industrial Gas Market

CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47), a vertically integrated industrial gases company, 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 provide investors with a refreshed view of the company's vertically integrated platform, structural growth dynamics in the global ultra-high purity (UHP) gas market, and a growing portfolio of clean UHP hydrogen production plants across Canada, the United States, and Asia-Pacific.

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). Demand drivers include semiconductor fabrication, AI and data centers, advanced pharmaceuticals, aerospace and defense, and precision laboratories. Global 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 (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.

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 project pipeline includes up to 16 hydrogen projects deployed in proximity to end-users. The flagship Sorel-Tracy, Quebec project 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. Modular build-out allows scaling from 2.25 MW to 25.65 MW of installed electrolysis capacity, with indicative annual sales potential by phase: C$5.1M (Phase 1), C$11.0M (Phase 2), C$17.0M (Phase 3), C$37.4M (Phase 4), and C$66.0M (Phase 5). Power is sourced from renewable baseload electricity from Hydro-Quebec, reducing greenhouse gas emissions by approximately 10 kilograms of CO2 for every kilogram of hydrogen produced.

In Detroit, Michigan, Phase 1 capacity of 1 ton per day of clean UHP hydrogen is planned, 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 (0.5 MW) will leverage the Company's Wolf River hydro dam assets. Site permitting is advancing through H2 2026. In Malaysia, CHARBONE has partnered with Green Hydrogen ASIAPAC SDN BHD in an asset-light equity participation model. Advisory engagement launched in Q4 2025, with equity participation intent confirmed in April 2026. Malaysia is a top-10 global semiconductor manufacturing hub.

CHARBONE's hydrogen production assets are supported by a network of Regional Supply Hubs for storage and distribution. The company is developing 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, supporting commercial deliveries across Ontario, Quebec, and New York State. Multi-year supply agreements are in place with a subsidiary of one of the world's largest chemical and industrial conglomerates.

Dave B. Gagnon, Chairman and CEO of CHARBONE, 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."