#Canada #Brossard #Industrial Gases #UHP Hydrogen #CHARBONE

CHARBONE's Ambitious 2026-2030 Strategic Plan

In a significant move poised to reshape the industrial gas sector, CHARBONE CORPORATION (TSXV: CH, OTCQB: CHHYF, FSE: K47) has unveiled its strategic plan for 2026 to 2030. This roadmap is designed to transition the company into an integrated global entity specializing in clean Ultra High Purity (UHP) hydrogen and a variety of industrial gases.

Foundations for Growth

CHARBONE has established itself as a crucial player in the UHP hydrogen market, focusing on decarbonization and sustainability. The new strategic plan is set to broaden its offerings, positioning CHARBONE as a supplier of not only UHP gases but also specialty gases and industrial atmospheric gases within North America. The goal is to bolster recurring revenue streams and enhance operational efficiencies.

Vision and Mission: Becoming a Premium Player

The vision for CHARBONE includes a commitment to becoming a premium mid-tier supplier, leveraging its agility compared to larger players in the field. By aligning with regional distributors and prioritizing quality, metrology, and traceability, CHARBONE aims to cater to high-growth industries such as:

• - Semiconductors: Critical for modern electronics and data technologies.
• - Artificial Intelligence and Data Centers: Where high reliability and ultra-clean gases are essential.
• - Advanced Pharmaceuticals: A sector that demands impeccable standards.
• - Aerospace and Defense Technologies: Industries wheresecurity and quality are paramount.

CHARBONE recognizes that excellence in quality, execution speed, and reliable supply will differentiate it in competitive markets.

A Dual Approach to Growth

The company's growth strategy is structured around two main pillars:

• - Pillar A: Focused on High-Margin UHP Specialty products, including the proprietary HyChem UHP™ hydrogen, helium, electronic gases, and various specialty gases.
• - Pillar B: Concentrating on Industrial and Atmospheric Gases, which include oxygen, nitrogen, UHP argon, CO2, and industrial blends aimed at creating a stable revenue base while optimizing logistics.

This combination is expected to solidify customer loyalty while enhancing financial resilience. CHARBONE plans to reinforce its market presence notably in the Northeast and Pacific technology corridors in the U.S.

Operational Model: Regional Hubs for Efficiency

A key component of CHARBONE's strategy is the establishment of regional hubs across North America and globally. The development of the Sorel-Tracy plant will serve as a cornerstone for these hubs, enabling the company to:

• - Decrease time-to-market for its products.
• - Standardize operations across different regions.
• - Build stronger relationships with customers.
• - Optimize logistics costs through efficient management.

This hub-and-spoke model is pivotal for supporting growth and maintaining a disciplined approach to capital investments, preparing for future capacity increases in industrial gas production.

Targeting Global Opportunities

Driven by an asset-light approach, CHARBONE has set its sights on international expansion, particularly focusing on:

• - Germany for its UHP platform in Europe.
• - Malaysia as a strategic hub for semiconductors and electronics in the Asia-Pacific region.

These initiatives will be supported by partnerships and structured contracts rather than heavy capital investments, allowing for flexibility and lower risks.

A Commitment to Excellence

Dave B. Gagnon, CHARBONE's Chairman and CEO, emphasized that the company's mission is not merely about changing direction, but expanding it with discipline. With an integrated approach to high-value industrial gases, CHARBONE envisions becoming a globally recognized provider of quality, reliability, and swift execution. Their aim is to evolve into a strategic partner for customers, evolving from just being a supplier.

Summary

In conclusion, CHARBONE CORPORATION's strategic plan for 2026-2030 denotes a forward-thinking approach to meet the evolving needs of industries centered around clean energy and innovative technology. The future of industrial gases appears promising, and CHARBONE is positioned to lead this charge with its pragmatic and structured initiatives focused on operational excellence and sustainability.