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.
๐ฌ๐งUnited Kingdom48NEUTRALView United Kingdom risk detail โ๐งฑMaterials18WATCH| Ticker | Company | Score | Gap | Signal ฮ | Action |
|---|---|---|---|---|---|
| NUE | Nucor Corporation | 24 | +11% | โ7% | EARLY |
| SHW | The Sherwin-Williams Company | 24 | +2% | โ7% | NEUTRAL |
| DOW | Dow Inc. | 24 | +1% | โ7% | NEUTRAL |
| ECL | Ecolab Inc. | 24 | +2% | โ7% | NEUTRAL |
| DD | DuPont de Nemours, Inc. | 24 | +6% | โ7% | EARLY |
| PPG | PPG Industries, Inc. | 24 | +1% | โ7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | โ7% | EARLY |
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 ยท Yahoo Finance ยท Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Thomas H. KeanNJ | R | Buy | $1kโ$15k | Mar 26, 26 | -2.2% |
| Thomas H. KeanNJ | R | Buy | $1kโ$15k | Feb 18, 26 | +1.9% |
| Gilbert CisnerosCA | D | Buy | $1kโ$15k | Jan 9, 26 | +3.8% |
| Gilbert CisnerosCA | D | Buy | $1kโ$15k | Dec 19, 25 | +12.6% |
| Jared MoskowitzFL | D | Buy | $1kโ$15k | Nov 8, 24 | +14.3% |
| Greg LandsmanOH | D | Buy | $1kโ$15k | Oct 15, 24 | +11.9% |
| John JamesMI | R | Buy | $1kโ$15k | Sep 4, 24 | +11.1% |
| John JamesMI | R | Buy | $1kโ$15k | Nov 10, 23 | +6.5% |
| Jared MoskowitzFL | D | Buy | $1kโ$15k | Sep 1, 23 | +10.3% |
| Greg LandsmanOH | D | Buy | $1kโ$15k | Jun 22, 23 | +12.8% |
| Greg LandsmanOH | D | Sell | $1kโ$15k | Jan 18, 23 | +12.8% |
| Jared MoskowitzFL | D | Buy | $1kโ$15k | Jul 5, 24 | +14.2% |
| Kevin HernOK | R | Buy | $1kโ$15k | Jun 21, 24 | +16.2% |
| Josh GottheimerNJ | D | Sell | $1kโ$15k | Jun 21, 24 | +18.1% |