Zortix
Sign in
LINAPDBULLISHIn depth · 4/5

Industrial gases: local monopolies via network density

The discussion argued the industrial gases industry features high barriers to entry and local monopolies because dense networks of pipelines and plants create massive cost advantages and make new competition uneconomic.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
LIN: Industrial gases: local monopolies via network density · Zortix