CHARBONE Secures Repeat U.S. Hydrogen Orders and Records First UHP Oxygen Sale, Advancing Multi-Gas Strategy

Company
Charbone Corporation
Ticker
TSXV: CH | OTCQB: CHHYF | FSE: K47
Listings
TSX Venture (Canada) | OTCQB (USA) | Frankfurt (Germany)
Market cap
~C$27,5 million
Share price
C$0.11 (at time of publication)
Market size
The global hydrogen market is poised for significant growth, with projections indicating a rise from USD 225.12 billion in 2025 to USD 312.90 billion by 2030, at a CAGR of 6.8%.
Industry
Clean UHP hydrogen production & industrial gases distribution
Website
https://www.charbone.com/

Sweden — February 25th 2026

CHARBONE has announced additional Ultra High Purity (UHP) hydrogen orders from an existing customer in New York State, along with its first UHP oxygen order in the United States . The repeat hydrogen order follows the company’s previously announced January 14, 2026 initial order from the same U.S. customer, indicating continued commercial engagement.

Importantly, the first UHP oxygen order represents a milestone in the company’s roadmap to develop a diversified multi-molecule platform of UHP industrial gases alongside hydrogen . The company stated that, while production activities remain focused on clean UHP hydrogen, it also delivers complementary industrial gases including oxygen and helium to support customer requirements .

Key Positives

1. Strengthening U.S. Customer Relationship
Additional hydrogen orders from the same New York State customer suggest an expanding commercial relationship.

2. First U.S. UHP Oxygen Order
The addition of UHP oxygen to the order book marks the company’s first such order in the United States and supports its diversification strategy.

3. U.S. Market Deployment
Management described the United States as a strategic market for future growth, with New York State representing an important commercial foothold.

4. Alignment with Stated Strategy
The announcement is consistent with Charbone’s objective to build a network of clean hydrogen production facilities and expand its industrial gas distribution platform across North America.

ESGFIRE View

We view this announcement as a constructive commercial update. While financial terms were not disclosed, the repeat hydrogen order and first UHP oxygen order demonstrate continued U.S. activity and progress toward the company’s multi-gas platform strategy .

This development supports CHARBONE’s positioning as an emerging North American supplier of clean UHP hydrogen and complementary industrial gases.

ESGFIRE is a Swedish investment company and research firm that focuses on companies with either an environmentally friendly service or product. By only investing in environmentally friendly companies, ESGFIRE have outperformed the major indexes for several years. We have a track record of over 1000 % returns since 2018 using our own proven method of identifying high potential ESG companies.

Contact details
Website:  www.esgfire.com
CEO: Filip Erhardt
Email:  Filip@esgfire.com
Telephone:+46701609605

Legal Disclaimer

This post is based upon reliable sources, namely regulated press releases from the company and investor presentations. Nevertheless, this post may contain interpretations, estimates, or opinions of the authors, or other non-factual information. If that is the case, this is continuously stated above. Furthermore, any projections, forecasts, or similar are explicitly stated as such. The author holds shares and/or other securities of this company and the relevant company may or may not have paid the author for this content. . Because of the above, ESGFIRE urges the visitors to always analyze all materials critically in an objective manner, e.g., concerning the reliability of the relevant source and of what constitutes the authors’ personal interpretations. The visitor is hereby reminded that the post does, as set forth in the Post, contain interpretations, estimates, or opinions of the authors. This post was written by Filip Erhardt, at ESGFIRE, published 4/2 2026  by Filip Erhardt.

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