Ever since the Inflation Reduction Act (IRA) was confirmed in mid-August 2022, with a substantial focus on US energy production, the top-tier industrial gas companies have been assessing the new legal set-up and working through its prospects.
Some commentary has been forthcoming in the months since, but one of the most significant public positions by a major was set out by Seifi Ghasemi, Air Products Chairman, President and CEO, speaking at the Citi 2022 Basic Materials Conference in New York in late November.
So what did we learn from Ghasemi? Really quite a lot. Let’s walk through what was said and what it tells us. With new trends being our theme this issue, his comments also resonate in being mostly about the future pipeline of opportunity and how things will unfold not just in the next few years but even the next decade.
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