MarketPulse

industrial gas

3 articles
The Motley FoolThe Motley Fool··Micah Zimmerman

Iranian Attacks Trigger Global Helium Crisis; Linde Positioned to Capitalize

Iranian attacks disrupt 30-38% of global helium supply, benefiting Linde ($LIN) through its six-month strategic reserves and pricing power amid semiconductor manufacturing constraints.
LINpricing powerchip manufacturing
Investing.comInvesting.com··Brett Owens

Linde Positioned to Capitalize on AI Boom With $10B Backlog and Locked-In Contracts

Industrial gas giant Linde benefits from AI chip manufacturing demand through long-term contracts and $10B clean energy backlog, targeting 6-9% EPS growth in 2026.
TSMINTCLINAI infrastructuredividend growth
Investing.comInvesting.com··Jeffrey Neal Johnson

Helium Shortage Lifts Linde's Revenue Outlook as Geopolitical Crisis Disrupts Supply

Middle East geopolitical turmoil halts Qatar's helium production, sending prices up 20-50% and creating a major opportunity for industrial gas leader Linde to boost revenues and margins.
LINpricing powersemiconductor manufacturing