Linde is the global leader in industrial gases with a $10B+ project backlog skewed to clean hydrogen, blue ammonia, and US Gulf Coast petrochemicals. CBAM tailwinds boost European customer onshoring of carbon-intensive processes. Electronics gases for semiconductor fabs add a high-margin growth engine.
Thesis reviewed May 29, 2026
Linde plc is headquartered in United Kingdom, which is currently showing moderate signals.
🇬🇧United Kingdom52NEUTRALView United Kingdom risk detail →🧱Materials20WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 26 | +6% | ↓7% | EARLY |
| PPG | PPG Industries, Inc. | 26 | +1% | ↓7% | NEUTRAL |
| DOW | Dow Inc. | 26 | +1% | ↓7% | NEUTRAL |
| NUE | Nucor Corporation | 26 | +11% | ↓7% | EARLY |
| ECL | Ecolab Inc. | 26 | +2% | ↓7% | NEUTRAL |
| APD | Air Products and Chemicals, Inc. | 26 | -9% | ↓7% | AVOID |
| SHW | The Sherwin-Williams Company | 26 | +2% | ↓7% | NEUTRAL |
Investors who hold LIN may also have indirect exposure through these country funds.
Linde signs $2B blue hydrogen offtake with OCI for ammonia exports to Europe
EU CBAM phase-in accelerates ammonia and steel pricing impact
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Sell | $15k–$50k | Mar 27, 26 | ||
| Thomas H. KeanNJ | R | Buy | $1k–$15k | Mar 26, 26 | -2.2% |
| Thomas H. KeanNJ | R | Buy | $1k–$15k | Feb 18, 26 | +1.9% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | +3.8% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | +12.6% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Nov 8, 24 | +14.3% |
| Greg LandsmanOH | D | Buy | $1k–$15k | Oct 15, 24 | +11.9% |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +11.1% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +6.5% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Sep 1, 23 | +10.3% |
| Greg LandsmanOH | D | Sell | $1k–$15k | Jan 18, 23 | +12.8% |
| Greg LandsmanOH | D | Buy | $1k–$15k | Jun 22, 23 | +12.8% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Jul 5, 24 | +14.2% |
| Kevin HernOK | R | Buy | $1k–$15k | Jun 21, 24 | +16.2% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 | +18.1% |
[Senate Hearing 119-205] [From the U.S. Government Publishing Office] S. Hrg. 119-205 PROTECTING THE VIRTUAL YOU: SAFEGUARDING AMERICANS' ONLINE DATA ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON PRIVACY, TECHNOLOGY, AND THE L…
[Senate Hearing 119-285] [From the U.S. Government Publishing Office] S. Hrg. 119-285 INDEPENDENT SPIRITS: VETERAN HEALTH AND HEALING THROUGH ADAPTIVE SPORTS ======================================================================= HEARING BEFORE THE COMMITTEE ON VETERANS' AFFAIRS UNITED STATES S…
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