Air Liquide S.A. has announced a major investment of up to $850 million in constructing Large Modular Air separation units in Baytown, TX, to support ExxonMobil's low-carbon hydrogen project. The agreement, still pending final approval, will significantly expand Air Liquide's oxygen production capacity by 50% and mark its largest industrial investment ever. The project aims to supply oxygen and nitrogen to ExxonMobil for low-carbon hydrogen production, aligning with Air Liquide's decarbonization strategy and enhancing its presence in the United States. The initiative also includes the production of low-carbon ammonia for the export market. The Large Modular Air units will optimize production output and energy consumption, requiring 25% less electricity and primarily using renewable energy sources. This partnership enables Air Liquide to leverage its pipeline infrastructure and enhance its product offering in the rare gases market, including argon, krypton, and xenon. Overall, the sentiment towards hydrogen in the article is positive, emphasizing the environmental benefits and industrial growth potential of low-carbon technology.