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46 min ago 2 min read
The latest financial results from the industrial gas majors are in, but what do they really tell us about the health and direction of the industry?
In this episode of The 1895 Podcast, we pick through the latest results from Air Liquide, Air Products, Linde and Nippon Sanso, looking beyond the headline numbers to examine the trends shaping performance.
From stronger margins and pricing management to continued pressure on underlying volumes and tighter capital expenditure, the results reveal an industry still navigating a range of headwinds.
At the same time, one theme that continues to stand out is electronics. With semiconductor and electronics demand playing an increasingly important role in growth across the majors, the question is, where does the next major growth opportunity come from?
The 1895 Podcast is a content-driven podcast for the global industrial gases business, bringing together topical news, views and analysis of the stories that matter in the industry.
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