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Linde Projects Stable Helium Market with Regional Variations

During Linde's recent earnings call, the company addressed the current state of the helium market, describing it as largely balanced globally, albeit with some regional discrepancies. Linde noted minor volume declines in Q4, but maintained stable pricing, indicating that helium constitutes a minor portion of their revenue. The company anticipates that the helium supply will continue to be relatively stable in 2024, with potential pressure in regions with an oversupply. Linde also highlighted logistical challenges emerging from the Middle East that could affect regional balances. Overall, helium market trends are expected to align with the recovery trajectory of the electronics industry.

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