Air Products and Chemicals, Inc., represented by Sidd Manjeshwar at the Jefferies Industrials Conference, discussed the current state of play in hydrogen production and decarbonization efforts. The company, a leading producer of grey hydrogen with global operations, highlighted its commitment to transitioning towards low-carbon hydrogen. They emphasized the recent progress made in supporting low-carbon hydrogen through projects like the NEOM green hydrogen project and various public policy initiatives. Air Products showcased its strategic approach to balancing blue and green hydrogen projects based on location-specific advantages and first-mover benefits. With a strong focus on capturing market opportunities and driving cost-effective solutions, the company aims to meet the increasing demand for hydrogen across various sectors. The discussion also touched upon customer engagement, with the company witnessing a surge in inquiries post the signing of significant green hydrogen contracts, indicating a growing interest and confidence in the economic viability of hydrogen solutions.