US-Iran Impact on Air Products

Mar 20
2 min read

Updated: Mar 23

Air Products (AP) CEO Eduardo Menezes, speaking at a JPMorgan conference on 18 March 2026, provided a detailed update on the company's helium position following the Iran conflict and Strait of Hormuz closure. It is important to note that these comments were made just before Iran bombed and took out the helium trains at Ras Laffan. AP expects to be able to supply its customers given its Algerian ramp-up and producing out of storage in the US.

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