Charbone makes new UHP hydrogen delivery into Ontario

Executive Summary

• Charbone Hydrogen Corp. has completed a second full-load delivery of clean ultrahigh-purity (UHP) hydrogen to an independent distributor in Ontario, following an initial delivery on December 22, 2025.
• The delivery confirms the company's ability to execute efficient, recurring logistics from its Sorel-Tracy production site in Quebec to markets outside the province.
• This event marks a phase of "commercial repeatability" and supports Charbone's strategic goal of establishing a local UHP hydrogen supply ecosystem in Ontario, a key industrial corridor for advanced manufacturing and energy sectors.

Key Details

• Delivery Details: A confirmed full-load delivery of clean UHP hydrogen to an independent distributor in Ontario.
• Timeline: Follows an initial delivery on December 22, 2025.
• Production Source: Deliveries originate from Charbone’s Sorel-Tracy production site in Quebec.
• Strategic Context: Ontario is identified as a strategic industrial corridor due to the concentration of players in advanced manufacturing, electronics, mobility, and energy sectors.
• Company Strategy: The delivery aligns with Charbone’s strategy to:
  • Establish recurring business relationships with regional distribution partners.
  • Support the development of a local UHP hydrogen supply ecosystem.
  • Prepare for the phased deployment of future distribution and potential production hubs.
• Market Positioning: Management views this as a signal that the Ontario market is adopting a local, reliable source of clean UHP hydrogen, positioning Charbone as a key partner in structuring the North American supply chain.

Notable Quotes

• "The confirmation of this new full delivery to our client in Ontario clearly demonstrates that we are now entering a phase of commercial repeatability and operational execution," said Dave Gagnon, Charbone's chief executive officer and chairman of the board. "Beyond a simple delivery, this is a concrete signal that the Ontario market is gradually adopting a local, reliable and strategic source of clean UHP hydrogen. Charbone is thus positioning itself as a reliable and key partner in structuring this supply chain in North America."