Post by International Investment Forum (IIF)

From Development Story to Industrial Scale: How a Cleantech Company Is Quietly Becoming a Supplier to Global Metals Producers In this episode of Market Frontlines, Lyndsay Malchuk sits down with Andrew White, CEO of CHAR Technologies Ltd. The conversation centres on what White himself calls a major inflection point: the recently closed acquisition of Elkem ASA's biocarbon production facility in Saguenay, Québec. The deal brings immediate production capacity, infrastructure, intellectual property, and a five-year offtake agreement with Elkem for 62,500 tonnes of biocarbon under one roof, lifting CHAR Tech from a development story into a company with commercial scale and visible industrial revenue. White walks through how the integrated platform actually works. High-temperature pyrolysis turns wood waste into renewable natural gas and biochar, which is then densified at the Saguenay facility into pellets engineered for metallurgical applications. The result is a vertically integrated supply chain that combines operational flexibility with proprietary recipes for different end uses, from the chemistry-driven needs of steelmaking to the mechanical demands of ferrosilicon production. Alongside the existing strategic relationship with ArcelorMittal, the Elkem agreement gives CHAR Tech two of the world's largest metals players validating its product at the same time. The deeper argument running through the interview is that industrial decarbonization has not disappeared from corporate planning, it has only disappeared from the headlines. White makes a direct case for why long-term offtake agreements with major industrial users are the real proof point in cleantech, why supply chain flexibility becomes a competitive moat in a market with few serious suppliers, and why biocarbon will remain essential for twenty years and beyond as steel and ferrosilicon plants transition. For investors trying to separate execution from noise, this conversation is worth the time. https://lnkd.in/eSVECvzQ