During the recent Air Liquide analyst call, it was reported that helium accounted for ~3% of group sales last year, with a slight positive trend observed in Q1'24 despite varying regional performances. Helium sales increased by about 3%, driven by a mix of pricing adjustments and a slight volume decrease of 3% to 4%. In North America, helium volumes rose significantly with double-digit pricing improvements, contrasting sharply with Europe, where both volume and pricing remained flat. Asia, particularly China, experienced a sharp decline in both volume and pricing, likely influenced by increased helium imports from Russia. Looking ahead, positive trends are expected to continue in the Americas, while Europe is likely to remain stable, and pressures in China may persist, contingent upon the recovery speed in different geographies and sectors such as Electronics and Industrial Materials. Overall, helium is anticipated to contribute positively to the group’s volume and margin.
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