The 1895 Podcast

The latest financial results from the industrial gas majors are in, but what do they really tell us about the health and direction of the industry?

In this episode of The 1895 Podcast, we pick through the latest results from Air Liquide, Air Products, Linde and Nippon Sanso, looking beyond the headline numbers to examine the trends shaping performance.

From stronger margins and pricing management to continued pressure on underlying volumes and tighter capital expenditure, the results reveal an industry still navigating a range of headwinds.

At the same time, one theme continues to stand out - electronics. With semiconductor and electronics demand playing an increasingly important role in growth across the majors, the question is, where does the next major growth opportunity come from?

Gas distribution systems play a critical role in facilities across a wide range of industries, from laboratories and research environments to energy, manufacturing, healthcare, and industrial processing. Yet these systems are often overlooked until performance, reliability, or safety issues arise.

In this episode of The 1895 Podcast, Mike Strobel, Director of Engineering Services at Swagelok NYC | NJ | Philadelphia and Swagelok MENA, discusses the fundamentals of gas distribution system design, common challenges organisations face, and the steps operators can take to improve system reliability and performance. Mike shares practical insights on how organisations across multiple industries can improve safety, reliability, and operational efficiency through better gas distribution practices.

In this episode of The 1895 Podcast we break down the biggest stories shaping the industry and hitting the headlines.

We discuss Baker Hughes' $13.6bn acquisition of Chart Industries, renewed disruption in the Middle East and what it means for global gas supply, the first signs of helium shortages affecting healthcare, and what to watch as the major industrial gas companies prepare to report their latest financial results.

In this episode of The 1895 Podcast, we conclude our coverage from gasworld's Specialty Gases Summit 2026 by bringing together three expert perspectives on one of the industry's most dynamic markets, helium.

We hear from Anish Kapadia, Founder and CEO of AKAP Energy on the helium market and evolving trade flows. We also hear from Phil Kornbluth, Founder and President of Kornbluth Helium Consulting for his assessment on the Middle East Conflict and how this has been impacting on the global helium business. Finally, we hear from Megan Sutcliffe, Principle Analyst - MEA, at Sibylline who explains how developments in the Gulf and the Strait of Hormuz could influence supply chains.

In this episode of The 1895 Podcast, we continue our look back at gasworld's Specialty Gas Summit 2026.

We listen to some of the key takeaways surrounding the specialty gases market in Europe, advancements in rare gases, sustainability and new opportunities across the sector.

Listen to hear from Dr. Jonas Sundqvist, of TechInsights; Dr. Martin Dilla, of Messer; Constantin Bernard, of Nippon Sanso France; and Wiebke Unkrig, of Merck Electronics.