CHARBONE Expands Helium Delivery Fleet Amidst Global Supply Shortages

Varennes, Quebec, July 16, 2026 — Leads & Copy — CHARBONE CORPORATION, an industrial gases company, has expanded its dedicated helium delivery fleet from one unit to five, enabling accelerated service to North American customers amid tightening global supply. This expansion comes as geopolitical disruptions to Qatar's helium supply and export constraints have driven price volatility across North American markets, creating urgent demand for reliable domestic sources.

The company's helium division, launched in 2025, utilizes CHARBONE's vertically integrated infrastructure and decentralized production model. By establishing supply capability before recent market disruptions, CHARBONE secured long-term customer commitments through 2028, insulating North American operations from volatile international shipping dependencies.

CHARBONE’s operational scale and market penetration are reflected in its rapidly expanding customer base and logistics capacity. The dedicated helium trailer fleet has increased from a single unit in Q4 2025 to five, with the capacity to add five more within months. The company has also acquired 22 new helium customers across Quebec, serving laboratories, advanced manufacturing, and technical services. CHARBONE continues to diversify its revenue streams across UHP hydrogen, helium, and oxygen.

“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 global helium shortage has acted as a strategic market entry tool for CHARBONE. Industrial gas buyers are typically permitted to seek secondary suppliers when their primary providers cannot deliver, allowing CHARBONE to capture 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 benefits from setbacks affecting production facilities in Qatar, the company remains in continuous commercial production at its Sorel-Tracy flagship hydrogen plant. With Phase 1B scale-up underway, CHARBONE is focused on delivering sustained sales growth across its decentralized North American network.

Additionally, CHARBONE announced it has engaged IMPAQ Capital Inc. to deliver investor relations services. The agreement is for an initial term of ten months, effective July 13, 2026, with a monthly cash fee of $8,500. The Company has also agreed to allocate 300,000 stock options to IMPAQ, with 25% vesting quarterly over a two-year period.

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. CHARBONE is advancing a network of clean UHP hydrogen production facilities across North America and selected international markets. The company is committed to supporting the global transition to a lower-carbon economy by providing accessible, decentralized clean hydrogen and specialty gases.

Source: CHARBONE CORPORATION