Charbone expands its green hydrogen plant in Sorel-Tracy
The green hydrogen facility is expanding, adding future supply capacity for hydrogen in Sorel-Tracy.
Source →The trace
How it reaches your house.
Starting from Hydro-Québec, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Hydro-Québec →Prices riseElectricity (electrolytic refining)
Charbone's expanded electrolysis capacity will require more electricity as an input, modestly tightening demand for the power used in electrolytic refining.
66% confidenceAir Liquide S.A. →supply upCharbone's expansion adds hydrogen supply capacity, which should make hydrogen more available for Air Liquide's relatively hard-to-substitute input dependency over a long replacement horizon.
64% confidenceGreen Hydrogen Electrolyzers (PEM and Alkaline) →Stands to benefitHop 2
Hydrogen (refinery-grade) →supply upThe Sorel-Tracy expansion adds Canadian hydrogen capacity, so the Canada supply-share node should see more available hydrogen.
79% confidenceElectricity (electrolytic refining) →Stands to benefitExpanding hydrogen electrolysis capacity should raise electricity purchases, so Hydro-Québec is likely to sell more power and benefit, albeit with only a 5% modeled share of this input market.
76% confidenceCummins Power Systems →Stands to benefit