In today’s briefing:
- Industrial Gases Sector Might Be a Good Way to Play Inflation and the Rejig of Supply Chains
Industrial Gases Sector Might Be a Good Way to Play Inflation and the Rejig of Supply Chains
- Take or pay contracts, inflation based price adjustments, excellent industry consolidation, diverse industry spread, lack of substitutes, stable margins defines much of the industrial gas sector.
- The nature of capacity addition and contracts make the industrial gas industry is a “less cyclical cyclical” and is relatively stable even in times of severe downturns.
- Linde PLC (LIN US)Air Liquide SA (AI FP)Air Products & Chemicals, Inc (APD US) Nippon Sanso Holdings (4091 JP) are the leading players with almost 80% market share.
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