RK RKLB Rocket Lab USA Loading... : Bullish and Bearish Analyst Opinions

Linde's 'half a billion dollar' investment in space propellants is excluded from their record $10B backlog, and they believe this will become a $1B business, with a new plant started in Brownsville in early January. — The physical supply chain for space launch propellants is capacity-constrained. Linde has strategically prepositioned assets in Texas and Florida, and is expanding to meet demand, suggesting it is securing a dominant share of the growing commercial launch market.