Why analysts are watching it
Analysts are closely watching Linde (LIN) due to its position in essential industrial gases and a recent upgrade by JP Morgan. On April 1, 2026, Business With Brian, in his video "The Iran War is About to Make (More) Millionaires," noted that Linde is the world's largest helium distributor, a sector experiencing a shortage that allows Linde to pass on costs and protect margins. He also views Linde as a significant holding in material ETFs. Investors should consider the potential for market volatility to impact material stock performance.
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Source clips
"And then I'd put $5 into materials ETF where Linde and Air Products are the two largest holdings."
— The Iran War is About to Make (More) Millionaires
"Linde is the world's largest helium distributor. And JP Morgan just upgraded them on this shortage. In an allocation environment, Linde passes costs through and they protect their margins."
— The Iran War is About to Make (More) Millionaires