Company
Charbone Corporation
Ticker
TSXV: CH | OTCQB: CHHYF | FSE: K47
Listings
TSX Venture (Canada) | OTCQB (USA) | Frankfurt (Germany)
Market cap
~C$35 million
Share price
C$0.155 (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/
MALMÖ, Sweden, January 15th, 2026
MALMÖ, Sweden — January 15 2026
Charbone’s announcement that it has secured its first order for ultra‑high‑purity (UHP) hydrogen from a customer in New York State marks an important cross‑border milestone for the young clean‑hydrogen producer. According to the company, the client is part of a Japanese industrial conglomerate, underscoring the credibility of Charbone’s platform and confirming U.S. market demand for reliable clean hydrogen. The order, which will be fulfilled using existing capacity at the flagship Sorel‑Tracy facility in Quebec, forms part of a strategy to build long‑term relationships with industrial and technology firms and demonstrates early commercial traction.
While purchase volumes, duration and pricing remain undisclosed due to limited supply in the North‑American UHP hydrogen market, the contract highlights scarcity‑driven pricing power and supports the company’s stated plan to expand its distribution network across North America. Charbone’s modular production approach allows it to scale capacity quickly and develop a network of decentralized hydrogen plants across North America. At Sorel‑Tracy, hydrogen is produced via electrolysis using clean hydroelectric power, with an initial capacity target of ~400 kg of green hydrogen per day.
From an ESG perspective, this first U.S. order illustrates the role that localized, renewable‑powered hydrogen production can play in decarbonizing high‑tech and industrial supply chains. Supplying a customer in New York’s “Tech Valley” with green hydrogen produced in Quebec reduces transport emissions and demonstrates that modular plants can serve demand centers across borders. As the global hydrogen market accelerates toward an estimated USD 312.90 billion by 2030, early commercial wins like this suggest that Charbone is positioned to capture a share of that growth. The transaction also reinforces management’s belief that the company’s integrated model — which aims to diversify revenue through partnerships in helium and other specialty gases — can mitigate risk and enhance scalability.
As Charbone scales its production, distribution and advisory businesses, securing this first order serves as a tangible execution milestone in building a decentralized clean‑hydrogen network. The company intends to leverage this momentum to target additional clients in the U.S. and expand its presence in major industrial corridors. Investors should note that Charbone does not disclose forward‑order volumes or financial terms and reports revenues on a consolidated basis in its quarterly financial statements.
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Contact details
Website: www.esgfire.com
CEO: Filip Erhardt
Email: Filip@esgfire.com
Telephone:+46701609605
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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 15/1 2026 by Filip Erhardt.
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