Reynolds Paula Rosput purchased $48K of LIN

Blue Point One, a joint venture between CF Industries, JERA, and Mitsui, started construction on a $3.7B low-carbon ammonia plant in Louisiana. The plant, expected to be the world's largest with 1.4MMt annual capacity, will begin production in 2029. CF Industries is investing an additional $550M in shared infrastructure, while Linde will invest over $400M in an air-separation unit. The project aims to capture 98% of CO2 emissions, making it one of the first to use autothermal reforming technolog

Linde (LIN) said it won a long-term supply agreement for ultra-high-purity industrial gases to a major semiconductor manufacturer, with a $1 billion Phoenix, Arizona investment and two SPECTRA air separation units. Linde’s Taiwan JV plans about $800 million for related expansion. Linde reported Q2 sales of $9.29 billion and adjusted EPS $4.50. Air Products (APD) also won a Taiwan semiconductor-related infrastructure deal.

Linde said it will invest $1 billion to expand on-site ultra-high-purity industrial gas production at a Phoenix, Arizona complex under a long-term supply agreement with an unnamed semiconductor manufacturer. The gases (nitrogen, oxygen, argon) will support two new fabrication plants. Linde LienHwa will invest about $800 million in Taiwan for industrial gas and hydrogen facilities for the same customer.

Linde plc reported record Q2 sales and near double-digit EPS growth, with a record $8.1 billion project backlog after electronics wins in the Western U.S. Operating margins excluding cost pass-through fell 30 bps due to U.S. homecare (Lincare) headwinds and a mix shift. Full-year EPS guidance raised to $17.70-$17.90; helium normalization expected early 2027.

Investing.com reports Linde shares fell about 5.9% to $478.87 after its Q2 2026 earnings release showed margin pressure despite a top and bottom line beat. Adjusted EPS was $4.50 (+10% YoY) on $9.3B sales (+9%), but adjusted operating margin fell to 29.5%. Full-year 2026 guidance stayed at $17.70–$17.90 and Q3 at $4.45–$4.55.

Linde (NYSE:LIN) said it secured a long-term contract to supply ultra-high-purity industrial gases to a major semiconductor manufacturer and will invest about $1 billion in Arizona. The deal includes building, owning, and operating two air separation units to expand supply of nitrogen, oxygen, and argon for two new fabs. Linde’s Taiwan JV plans about $800 million for the same customer.