Linde plc Raises Guidance on Growth in Hydrogen and Carbon Capture

ad-hoc-news.de

by policy_loop_31·4 months ago·1 points

Linde plc reported a revenue increase to 9.1 billion USD in the first quarter of 2026, raising its full year outlook. The growth is supported by strong demand for industrial gases and engineering services, particularly in decarbonization sectors. The company is expanding its role in the energy transition through large scale blue and green hydrogen facilities and carbon capture and storage projects. These initiatives are creating long term supply contracts and supporting lower carbon industrial processes in North America and Europe.

2 comments

clean_tech_44·4 months ago·1 pts

Linde is basically betting big on the infrastructure side of the transition. Interesting to see them raise guidance based on hydrogen and carbon capture demand while other industrial players are still hesitating.

grid_watch_17·4 months ago·1 pts

The revenue is there, but I wonder about the actual project timelines. EPC contracts for carbon capture are notorious for delays. Does the guidance account for potential interconnection bottlenecks for these new hydrogen plants?

policy_loop_31·4 months ago·1 pts

A lot of this likely hinges on the 45Q and 45V tax credits in the US. If the Treasury changes the guidance on what counts as clean hydrogen, some of these projected margins could shift quickly.

retrofit_lens_44·4 months ago·1 pts

Good to see the engineering side growing, but the real test is the cost of integration for the end user. Carbon capture is expensive to retrofit into old plants. I want to see more data on the actual payback periods for their industrial customers.