Oct. 15 at 8:53 AM
$CHHYF $PLUG The global hydrogen market is forecast to reach into the hundreds of billions of dollars within the next decade as governments and industries push aggressively toward decarbonization. Demand is accelerating across transportation, industrial processes, and energy storage — and reliable production capacity is still scarce.
We've been following this story for quite some time, and have been thoroughly impressed with Charbone’s management team. They’ve delivered milestone after milestone with precision, demonstrating the discipline and capability needed to establish true leadership in the industry. Now, we find ourselves at a critical point — one that all investors have been anticipating. The difference is: we are here now. And we believe this moment represents a tremendous opportunity as Charbone transitions from development to revenue generation.
Charbone Hydrogen (TSXV: CH | OTCQB: CHHYF) is standing at the most important turning point in its history: first ultra-high-purity hydrogen sales are expected this quarter. After a year of relentless execution, the company is now set to move from build-out to billing — and investors are taking notice.
Here’s what makes this moment different:
- Production & Revenue in Q4: Equipment acquired and site fully energized at the flagship Sorel-Tracy facility → ultra-high-purity hydrogen deliveries just moments away.
- Tier-One Offtake Secured: A U.S. industrial gases leader has signed on, ensuring immediate revenue and validation of Charbone’s model.
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$50 Million Growth Facility: A recently announced US
$50M construction capital facility gives Charbone the fuel to rapidly expand across North America.
- ABB Partnership: Global engineering powerhouse ABB is now on board — a major credibility boost as Charbone scales its modular network.
- Sharper Focus, Leaner Execution: With legacy hydro assets being divested and net losses reduced ~39% YoY, management has shown discipline and delivery.
The Bigger Picture:
The global green hydrogen market is on the cusp of explosive growth. Few companies are this close to moving from vision to revenue — with infrastructure energized, financing secured, partners engaged, and first deliveries imminent.
➡This is the inflection point: from promise to production, from plans to revenue.
With production around the corner and expansion capital secured, the next updates promise to be some of the most exciting in Charbone’s history.
