The 1895 Podcast

In this episode of The 1895 Podcast we break down the latest financial results from the industrial gas majors, including Linde, Air Liquide and Air Products.

With full-year 2025 results now published alongside the latest quarterly updates, the discussion explores what the numbers reveal about the current state of the global industrial gases business.

The conversation explores where growth is still emerging, regional performance and the areas the reasoning behind any downturns.

Beyond the earnings discussion, we look at growing uncertainty in Europe’s merchant CO2 market, industry sentiment tracking, and the potential for tightening supply.

With geopolitical tensions rising and energy markets increasingly volatile, we consider what the latest results might signal for the months ahead and whether the sector’s steady performance could face new pressures as 2026 unfolds.

In this episode of The 1895 Podcast, we're joined by Megan Sutcliffe, Principal Analyst - MEA at Sibylline to discuss the current conflict in the Middle East.

We delve into the recent developments in the war, Iranian strategy to restrict oil and gas flow out of the Gulf, attacks on energy infrastructure, supply chain vulnerabilities, and de-escalation indicators.

In this episode of The 1895 Podcast, we reflect on the continually escalating military action in the Middle East, and closure of the Strait of Hormuz and what this means for the flow of LNG and helium from Qatar.

In this episode of The 1895 Podcast, we look at the evolving landscape of the industrial gases industry and what 2026 could look like - with a focus on upcoming events and market trends for 2026.

We delve into the CO2 market, specialty gases, helium, and the MENA region, highlighting the challenges and opportunities that lie ahead.

In this episode of The 1895 Podcast we look at the year ahead for the carbon dioxide (CO2) industry and everything that 2026 may hold.

We're joined by Angelica Cortinovis, of Nippon Gases; Stephen B. Harrison of sbh4; and Ross Olsen of LogiCO2 to discuss the evolving landscape of the CO2 market, the challenges that lie ahead and opportunities that may present themselves.

We look at the structural risks facing the industry, the importance of safety in CO2 handling, and the need for diversification in sourcing strategies. We also explore the growing role of automation and data in enhancing safety.