CHARBONE Releases Updated Presentation Highlighting UHP Gas Market Growth

CHARBONE CORPORATION, a vertically integrated industrial gases company listed on TSXV, OTCQB, and FSE, has released an updated Corporate Presentation and Fact Sheet, now available on its website. The materials highlight the company's focus on clean ultra-high purity (UHP) hydrogen and other strategic industrial gases, targeting sectors such as semiconductor fabrication, AI and data centers, advanced pharmaceuticals, and aerospace. The global UHP gas market is projected to grow from ~US$37.5 billion in 2025 to US$52.8 billion by 2030, driven by demand from these high-tech industries. CHARBONE's modular, decentralized production model aims to address structural supply gaps dominated by mega-plant operators. Key projects include the flagship Sorel-Tracy plant in Quebec, which achieved commercial production in Q4 2025, with plans to scale up to 25.65 MW. In the U.S., the Detroit and Wisconsin projects are advancing, while in Malaysia, the company is pursuing an asset-light equity partnership. The updated presentation also details CHARBONE's Regional Supply Hubs for storage and distribution, with tube trailers deployed across Ontario, Quebec, and New York, and multi-year supply agreements in place with a major chemical conglomerate. The company's strategy leverages renewable energy sources, such as Hydro-Quebec's 100% renewable grid and its own Wolf River hydro dam assets, to produce low-emissions hydrogen. With a pipeline of 12+ additional plant opportunities, CHARBONE is positioned to capitalize on the growing demand for clean UHP gases. CEO Dave B. Gagnon emphasized the structural tailwinds and tangible progress of the project pipeline. The full presentation can be accessed via the Investors section at www.charbone.com.

The updated materials underscore the critical role of UHP gases in modern manufacturing. The global helium market, for instance, is projected to grow from US$3.3 billion in 2025 to US$5.5 billion by 2034, with semiconductors accounting for 24% of consumption. Helium is classified as a strategic critical material by the EU, Canada, and the U.S., with no viable substitutes in key applications. Similarly, low-emissions hydrogen production is expected to increase fivefold by 2030, reaching 4.2 Mtpa, driven by industrial decarbonization mandates and carbon pricing. CHARBONE's modular approach allows for rapid deployment of up to 16 hydrogen projects near end-users, reducing capital intensity compared to traditional centralized plants. The Sorel-Tracy project alone has an indicative annual sales potential ranging from C$5.1M in Phase 1 to C$66.0M in Phase 5. The company's integrated storage and distribution platform supports recurring revenue, with regional hubs targeting 6-8 locations across North America. This model aims to serve mid-tier industrial gas customers who often face supply challenges from larger competitors. The updated presentation provides investors with a comprehensive view of the market dynamics and execution strategy, reinforcing CHARBONE's position as a differentiated player in the industrial gas sector.