Costs May Stay Elevated
7:49–8:56 · 66s
Gallaugher explains why parts of today’s higher cost structure—LNG, helium outages, China’s sulfuric acid export ban, repriced logistics—are structural, keeping CapEx costs elevated.
7:49–8:56 · 66s
Gallaugher explains why parts of today’s higher cost structure—LNG, helium outages, China’s sulfuric acid export ban, repriced logistics—are structural, keeping CapEx costs elevated.
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