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Matthew White
CFO, Linde plc
Quotes
“The business remains largely contracted with 85%-90% contractually locked positions, limiting spot exposure while creating pricing opportunities.”
“Price will continue to go up throughout 2026.”
Notes
Matthew White
CFO of linde (Linde plc). Primary spokesperson on Linde's helium supply positioning and financial guidance.
Said
- matthew-white in 2026-06-03-linde-lin-q1-2026-earnings-call: "The business remains largely contracted with 85%-90% contractually locked positions, limiting spot exposure while creating pricing opportunities."
- matthew-white in 2026-06-03-linde-lin-q1-2026-earnings-call: "Price will continue to go up throughout 2026."
- matthew-white in 2026-06-03-linde-lin-q1-2026-earnings-call: "Pretty high degree of confidence in announcing major electronics contracts here shortly, expecting backlog to reach approximately $8 billion by year-end."
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