General Thoughts: Relative cost position has become a major discussion topic in terms of YTD margin support and profit outlooks for 2024, as many global
General Thoughts: While many companies rapidly expanded energy transition efforts amid surging expectations in 2022/23, Linde took a more patient and balanced approach that has
Renewable power is likely to be supply constrained for the next decade at least, with the desire for it eclipsing availability, potentially driving costs higher.