Decarbonization PoliciesLIN remains confident that its project backlog will continue to grow, driven by decarbonization policies in the US, Europe and Asia.
Earnings GrowthLIN should see robust price/volumes, efficiency gains, new projects, and tailwinds from a normalized energy/power cost environment that should drive double-digit EPS growth for multiple years.
Growth ProjectsManagement seemed more optimistic on the outlook, specifically saying 'if you can't tell, I am excited about the growth projects.'