全球特种化学品:与 AI 领域人士会面 -LIN对世界的看法与主流观点大体一致-Global Specialty Chemicals Meetings with AI LIN Seeing the world similarly - mostly
2026-02-27 04:00
Flash | 25 Feb 2026 08:49:12 ET │ 11 pages Global Specialty Chemicals Meetings with AI & LIN: Seeing the world similarly – mostly CITI'S TAKE We met Air Liquide's leadership team earlier this week and attended Linde CFO's sell-side event today. Both companies see similar macro patterns: North America strongest, Europe weakest, and Asia mixed, with China deflationary. They expect limited near-term macro support. Neither seem constructive on Europe, yet, with Air Liquide noting improving sentiment in EU steel ...