With three major projects announced in 2025, totaling more than 300 million U.S. dollars, Air Liquide is scaling up its production and pipeline infrastructure in the USA. These investments expand hydrogen and air gases capacities along the U.S. Gulf Coast, while leveraging its established assets efficiently. They secure ultra reliable supply for a new generation of semiconductor fabs in the Southeast, positioning the Group as the partner of choice in this dynamic market.
REINFORCING HYDROGEN LEADERSHIP ON THE U.S. GULF COAST
On the U.S. Gulf Coast, Air Liquide is investing close to 50 million U.S. dollars to strengthen its hydrogen network and support new long-term supply agreements with two of the largest refiners in the country. The Group will optimize its existing hydrogen infrastructure in Texas, upgrading its pipeline system and adding new compression and distribution equipment directly integrated into the current network. This targeted approach allows Air Liquide to increase supply capacity and flexibility while limiting greenfield development and maximizing the value of assets already in operation.
The network is connected to the world’s largest hydrogen storage cavern in Spindletop, Texas, owned and operated by Air Liquide. This unique infrastructure gives the Group a competitive advantage to serve the high and growing hydrogen needs of refineries and petrochemical plants in the basin, including for processes such as hydrocracking and desulfurization. By reinforcing this backbone, Air Liquide offers customers greater supply security and responsiveness - increasingly critical factors as they adapt to new market expectations and evolving regulatory requirements.
SUPPORTING THE USA SEMICONDUCTOR BOOM
In the southeastern U.S., Air Liquide is investing more than 50 million U.S. dollars to build a new gas production plant on the site of one of the world’s leading semiconductor manufacturers. The facility will produce large volumes of ultra-pure nitrogen and oxygen, two molecules that are essential for advanced chip manufacturing steps that must meet extremely stringent purity requirements.
Designed, built and operated by Air Liquide, this state-ofthe-art unit is scheduled to start operations by the end of 2027, in line with the ramp up of new fab capacities in the region. By locating the plant on the customer’s site, the Group can provide a highly reliable, continuous supply of ultra-pure gases and optimize production and logistics, with its teams working at the heart of the customer’s operations.
This investment builds on over three decades of successful collaboration between Air Liquide and the U.S. semiconductor industry. It also responds directly to the strong growth of the national market, in a context shaped by public policies such as the U.S. CHIPS and Science Act and by rising demand for chips in digital technologies, artificial intelligence and electric mobility.