In short: #10, yield 2.7%. Industrial gases — oxygen, nitrogen, hydrogen — to electronics, energy and healthcare. The pricing-power argument is the archive's recurring low-cost-share test: "Industrial gases are a tiny fraction of a customer's total cost but are vital for production. This makes for long customer relationships and high switching costs." The contract structure is the real asset: "most of their revenue is secured via 15-to-20-year 'take-or-pay' contracts, creating predictable cash flows." Growth optionality from blue and green hydrogen.
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