CHARBONE Expands Helium Fleet to Five Units Following Accelerated Commercial Demand
Rhea-AI Summary
Charbone (OTCQB: CHHYF) expanded its dedicated helium delivery fleet from one to five trailers, with capacity to add five more within months, to serve North American customers amid global helium supply disruptions and price volatility. The helium division, launched in 2025, uses Charbone’s vertically integrated and decentralized model and has secured long-term customer commitments through 2028.
The company recently added 22 new helium customers across Quebec and continues to build recurring revenue streams in UHP hydrogen, helium and oxygen. Charbone remains in commercial production at its Sorel-Tracy flagship hydrogen plant, where Phase 1B scale-up is underway. Charbone also signed a 10‑month investor relations agreement with IMPAQ Capital at a monthly fee of $8,500, including 300,000 stock options at a $0.15 exercise price.
Positive
- Helium fleet expanded from 1 to 5 trailers, with capacity for 5 more
- 22 new helium customers recently added across Quebec
- Long-term helium commitments secured through 2028
- Recurring revenue diversification across UHP hydrogen, helium and oxygen
- Sorel-Tracy hydrogen plant in continuous production with Phase 1B scale-up underway
Negative
- $8,500 monthly IR fee to IMPAQ increases operating expenses
- 300,000 stock options granted at $0.15 may add future dilution
News Explained
The July 16 release clarifies that IMPAQ receives
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Global helium supply shortages have enabled CHARBONE to grow its business faster in underserved markets.
Recent geopolitical disruptions to
CHARBONE's helium division, launched in 2025, leverages the company's vertically integrated infrastructure and decentralized production model. By establishing supply capability ahead of recent market disruptions, CHARBONE secured long-term customer commitments through 2028 that insulate North American operations from volatile international shipping dependencies.
Operational Scale and Market Penetration
The Company's growth is reflected in its rapidly expanding customer base and logistics capacity:
- Fleet Expansion: The dedicated helium trailer fleet increased from a single unit in Q4 2025 to five today, with the capacity to add five more within months.
- Customer Acquisition: 22 new helium customers were added across
Quebec recently, spanning laboratories, advanced manufacturing, and technical services. - Revenue Diversification: CHARBONE continues to deploy recurring revenue streams across UHP hydrogen, helium, and oxygen, supporting portfolio diversification.
"We were prepared to scale helium production well before recent supply disruptions materialized. With trailers on order and agreements in place, we've grown our dedicated helium fleet from one unit to five and remain positioned to add five more within months to meet this surge in demand," said Patrick Cuddihy, Senior Vice-President of CHARBONE.
The shortage has also acted as a strategic market entry tool. Because industrial gas buyers are typically permitted to seek secondary suppliers when their primary providers cannot deliver, CHARBONE has captured market share from established competitors facing supply constraints. Management expects these new helium relationships to eventually facilitate cross-selling of hydrogen and oxygen products.
While CHARBONE's helium division continues to benefit from the setback on production facilities in
A detailed article exploring CHARBONE's helium operations and market positioning is available on social media. Investors and stakeholders are encouraged to review the full piece for additional context.
New IR contract
CHARBONE is also pleased to announce that it has engaged IMPAQ Capital Inc. ("IMPAQ"), an independent service provider, to deliver investor relations services. Based in
The agreement is for an initial term of ten (10) months, effective July 13, 2026, and will automatically renew for successive three (3)-month periods unless terminated by the Company. IMPAQ will receive a monthly cash fee of
IMPAQ's
About CHARBONE CORPORATION
CHARBONE is a vertically integrated industrial gases company focused on developing and operating a network of supply hubs for the production, storage, and distribution of Ultra-High Purity (UHP) strategic industrial gases. The Company serves customers across sectors including semiconductors, artificial intelligence and data centers, advanced pharmaceuticals, and aerospace and defense technologies, where UHP gases are critical for high-precision manufacturing processes and operational performance. CHARBONE is advancing a network of clean UHP hydrogen production facilities across North America and selected international markets. The Company's modular, decentralized, and demand-driven approach, combined with its integrated storage and distribution platform for all UHP gases, supports scalable growth, enhances operational flexibility, and enables more stable and diversified revenue generation. This model allows CHARBONE to efficiently serve mid-tier industrial gas customers with a reliable supply of UHP gases, including hydrogen, helium, oxygen, and any others that are in high-demand gases that are often difficult to source. The Company is committed to supporting the global transition to a lower-carbon economy by providing accessible, decentralized clean hydrogen and specialty gases, while addressing supply gaps for underserved industrial customers and accelerating the shift towards localized clean energy. CHARBONE is listed on the TSX Venture Exchange (TSXV: CH), the OTC Markets (OTCQB: CHHYF), and the Frankfurt Stock Exchange (FSE: K47).
Forward-Looking Statements
This news release contains statements that are "forward-looking information" as defined under Canadian securities laws ("forward-looking statements"). These forward-looking statements are often identified by words such as "intends", "anticipates", "expects", "believes", "plans", "likely", or similar words. The forward-looking statements reflect management's expectations, estimates, or projections concerning future results or events, based on the opinions, assumptions and estimates considered reasonable by management at the date the statements are made. Although Charbone believes that the expectations reflected in the forward-looking statements are reasonable, forward-looking statements involve risks and uncertainties, and undue reliance should not be placed on forward-looking statements, as unknown or unpredictable factors could cause actual results to be materially different from those reflected in the forward-looking statements. The forward-looking statements may be affected by risks and uncertainties in the business of Charbone. These risks, uncertainties and assumptions include, but are not limited to, those described under "Risk Factors" in the Corporation's Filing Statement dated March 31, 2022, which is available on SEDAR+ at www.sedarplus.ca; they could cause actual events or results to differ materially from those projected in any forward-looking statements.
Except as required under applicable securities legislation, Charbone undertakes no obligation to publicly update or revise forward-looking information.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
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SOURCE CHARBONE Corporation