Linde PLC (NASDAQ:LIN) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:04 AM EST on December 16, LIN triggered a Power Inflow signal at a price of $415.04. LIN had seen a decrease in the stock price leading up to the Power Inflow alert, dropping around 1% in in the opening hour of trading. At the time of the signal, and shortly after, both the retail and instit ...

This article looks at the 11 Most Oversold S&P 500 Stocks Heading into 2026.During an interview with CNBC on November 12, Tom Sosnoff, founder and CEO of the financial platform LossDog, advised retail investors to focus on buying oversold and cheap stocks rather than chasing hyped companies, as he cautioned that the market was nearing record highs.His comments were in response to a question about his view on the strong rally in those stocks in which the U.S. government has taken a stake. Sonsoff cited the e ...

It's been a whirlwind for stocks over the past month. Since the Club's last Monthly Meeting on Nov. 13, Wall Street has navigated concerns around valuations for AI-related stocks and speculation about the Federal Reserve's next interest rate move. Wednesday was a pivotal day. In the afternoon, the Fed delivered a 25-basis-point cut after its last policy meeting of the year. After the close, Oracle earnings print and commentary added to artificial intelligence worries. Still, as of Thursday's close, the S & ...

Core Insights - Air Products & Chemicals (APD) experienced a significant stock decline of nearly 25% within a year, dropping from approximately $315–$330 to around $236, surprising long-term investors [2] - The decline is attributed to a comprehensive strategic realignment in 2025, where the company exited several capital-intensive clean energy and hydrogen initiatives, incurring a $2.3 billion after-tax charge and reporting a GAAP net loss of about $1.7 billion for the fiscal second quarter of 2025 [4][5] Strategic Realignment - APD's management had previously invested heavily in clean energy and LNG projects to position the company as a leader in the energy transition, but these plans fell apart [4] - The company recorded an EPS of $2.69 for the same quarter, reflecting a decline of about 6% from the previous year, altering investor outlook from growth to recognizing misallocated funds [5] Operational Challenges - Revenues for fiscal 2025 remained around $12 billion, unchanged from previous years, indicating weak volume trends and macroeconomic pressures, particularly in Europe and Asia [6] - The sale of its LNG technology division further reduced the scale of operations, contributing to stagnation rather than expansion [6][7] Leadership Changes - A new CEO, Eduardo F. Menezes, took charge amid a proxy battle, raising concerns about the company's long-term trajectory during a critical phase of unwinding significant projects [8] - Investors are uncertain whether APD will continue pursuing energy-transition projects or revert to its traditional industrial-gas foundations, as recent write-downs indicate a shift in focus [9] Macro Economic Factors - Demand for industrial gas is closely linked to global manufacturing and energy activities, which underperformed in 2025, particularly in parts of Asia and Europe [10] - The helium market experienced weakened demand, and uncertainties in the energy and chemicals sector further dampened sentiment towards APD [10] Future Outlook - Despite the challenges, APD continues to generate substantial cash flows from its core operations, with a dividend yield between 2.7% and 2.9%, providing some stability [11] - The company's ability to restore margin growth and regain investor trust will be crucial for future expansion, as management's cautious approach may limit long-term growth prospects unless industrial-gas demand improves [12][13] - The recent 25% drop serves as a reminder that even stable industrial entities can falter when strategy, demand, and macroeconomic conditions change simultaneously [14]

Sandpiper Chemicals, LLC is pleased to announce that it has selected Air Water Gas Solutions Inc. as its presumptive industrial gases supplier for its Texas City, TX blue methanol facility.BEDMINSTER, N.J., Dec. 11, 2025 /PRNewswire-PRWeb/ -- Sandpiper Chemicals, LLC is pleased to announce that it has selected Air Water Gas Solutions Inc. as its presumptive industrial gases supplier for its Texas City, TX blue methanol facility.Air Water will design, build and operate a purpose-built air separation unit to ...

Core Insights - Air Products and Chemicals Inc. (APD) and Yara International are in advanced negotiations to collaborate on large-scale low-emission ammonia projects, with a significant investment of $8–$9 billion for the Louisiana Clean Energy Complex, which aims to produce over 750 million standard cubic feet per day of low-carbon hydrogen while capturing around 95% of CO2 emissions [1][2] Project Details - Yara is set to acquire ammonia production, storage, and export assets, which will account for approximately 25% of the project cost, and will enter into a 25-year offtake agreement for about 80% of the hydrogen output, facilitating the production of up to 2.8 million tons of low-carbon ammonia annually [2][4] - The remaining hydrogen will be supplied to Air Products' customers via its U.S. Gulf Coast pipeline network [3] Future Developments - The final investment decisions for the U.S. project are expected by mid-2026, contingent on air permit issuance and contractual finalizations, marking a significant advancement towards commercially viable low-emission ammonia for fertilizers and clean energy applications [4] - The final marketing and distribution agreement for the NEOM Green Hydrogen Project in Saudi Arabia is anticipated in the first half of 2026, with Air Products as the sole offtaker and Yara potentially aiding in global marketing and distribution [3][4] Market Performance - Shares of Air Products (APD) have decreased by 18.6% year to date, contrasting with a 26.2% decline in the industry [6]

Air Products and Chemicals Inc. (NYSE:APD) and Yara International ASA (OTC:YARIY) are collaborating to connect low-emission ammonia supplies from projects in Louisiana and Saudi Arabia to Yara's global distribution network, with the aim of making key commercial decisions in 2026.The companies said the collaboration would combine Air Products' low-emission hydrogen production with Yara's ammonia production, shipping and terminals, with Europe a major focus for demand. • Air Products shares are retreating fro ...

Summary of Air Products and Chemicals Update Call Company and Industry - **Company**: Air Products and Chemicals (NYSE: APD) - **Industry**: Industrial gases, specifically focusing on low-emission ammonia projects Key Points and Arguments 1. **Partnership with Yara International**: Air Products announced a long-term partnership with Yara for low-emission ammonia projects in the U.S. and Saudi Arabia, aiming to reshape the Louisiana project into a traditional industrial gas project [3][4][76] 2. **Louisiana Project Details**: - Total estimated cost: $8-$9 billion - 75% of capital related to industrial gases owned by Air Products, 25% related to ammonia production and shipping facilities owned by Yara - Final Investment Decision (FID) targeted by mid-2026, with project completion expected by 2030 [4][78][79] 3. **Saudi Arabia Project**: - Yara will handle transportation and commercialization of renewable ammonia from the NEOM joint venture - Marketing and distribution agreement expected to be completed in the first half of 2026, with first supply anticipated in 2027 [4][5][79] 4. **Construction Costs and Capital Allocation**: Air Products is focused on solidifying construction costs with contractors and will only proceed to FID if confident in the estimated capital expenditure [5][90] 5. **Carbon Capture and Sequestration**: - Air Products will manage the CO2 stream, which is expected to produce 5.5 million tons of CO2 annually - The pore space developed can hold up to 10 million tons of CO2 per year [10][106][85] 6. **Economic Expectations**: - Expected normal industrial gas returns, with potential skewed EBIT due to CO2 credits for the first 12 years of the project's life [35][110] - The project is designed to produce blue ammonia, making it competitive against gray ammonia in Europe [70][119] 7. **Risk Management**: - Air Products retains both price and volume risk, but the partnership with Yara mitigates volume risk due to Yara's established infrastructure [111][112] 8. **Investment and Financing**: - Air Products has already spent approximately $2 billion on the Louisiana project, with further investments contingent on customer agreements [57][58] - Yara is expected to cover approximately 25% of the capital costs, with the exact amount subject to construction cost fluctuations [62][64] Other Important Content - **Market Dynamics**: The partnership aims to address the supply-demand imbalance in the green ammonia market, which is critical for the development of green hydrogen [19][93] - **Future Agreements**: Air Products is open to further agreements that justify moving forward with additional investments, particularly in the context of green hydrogen production [96][116] - **Competitive Landscape**: The company is aware of competing projects and is confident in its unique position and commitments with Yara [122] This summary encapsulates the essential details and strategic insights from the Air Products and Chemicals update call, highlighting the company's focus on sustainable ammonia production and its collaborative efforts with Yara International.

Company to Discuss Today's Joint Announcement with Yara International ASA Regarding Advanced Negotiations to Partner on Low-emission Ammonia Projects LEHIGH VALLEY, Pa., Dec. 8, 2025 /PRNewswire/ -- Air Products (NYSE: APD) will host an investor teleconference today, Monday, December 8, 2025, at 9:00 a.m. USET to discuss its joint announcement with Yara International ASA (OSE:YAR) issued earlier this morning. The teleconference will be open to the public and the media in listen-only mode by telephone and I ...

Core Insights - Uzbekistan's state-owned oil and gas company Uzbekneftegaz has entered into a long-term cooperation agreement with US-based Cargill to enhance the country's energy security [1] - The agreement includes attracting long-term financing of up to $3 billion, with potential to increase to $5 billion [1][2] Financing and Development Goals - The financing aims to improve Uzbekistan's energy security, resource sustainability, and support sustainable development initiatives [2] - Funds will be directed towards projects that enhance the reliability, efficiency, and sustainability of energy, water management, and ecological systems in Uzbekistan [2] - The deal addresses rising energy consumption, climate change impacts, and the need for industrial modernization in the country [2] Strategic Coordination and Investment Mobilization - UNG Overseas will coordinate strategic activities with global partners, while Cargill will provide practical solutions leveraging its expertise in structured financing [3] - The partnership is expected to facilitate the mobilization of international investment in Uzbekistan's priority sectors [3] Recent Developments in the Energy Sector - UNG Overseas connects Uzbekistan's energy sector with global markets, focusing on trading, investment, and partnerships in oil, gas, and petrochemicals [4] - In October, Uzbekistan announced new energy sector agreements with US companies valued over $4 billion, including deals with Air Products to support greener energy transitions [4] - Air Products is advancing the construction of a petrochemical complex in Bukhara and has signed a $1 billion deal for a natural gas-to-syngas processing unit in Uzbekistan [5]