Disruptionother · August 13, 2026

Golar presses ahead with fourth FLNG unit

Advancing a fourth FLNG unit implies future added LNG liquefaction capacity and new supply.

The trace

How it reaches your house.

Starting from Freeport LNG Development LP, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

First impact
Linde Engineering (Linde plc) →Stands to benefit
Cryogenic cold boxes and heat exchangers
A fourth FLNG unit implies additional LNG liquefaction project activity, which can increase demand for Linde Engineering's cryogenic cold boxes and heat exchangers used in that buildout.
42% confidence
Hop 2
Cryogenic cold boxes and heat exchangers →Stands to benefit
Chart Industries, Inc.GTLS
A new FLNG unit raises demand for cryogenic cold boxes and heat exchangers, and Chart has the largest listed supply share with relatively low substitutability.
84% confidence
Cryogenic cold boxes and heat exchangers →Stands to benefit
Linde Engineering (Linde plc)LIN
The added FLNG capacity implies more purchases of this input, and Linde is a major supplier with a long replacement lead time for buyers.
82% confidence
Cryogenic cold boxes and heat exchangers →Stands to benefit
Hop 3
Air Products →Prices rise
Cryogenic cold boxes and heat exchangers
Golar's fourth FLNG unit adds liquefaction capacity and should lift demand for cryogenic cold boxes and heat exchangers; Air Products' 15% market share, low substitutability, and 24-month replacement lead time make this market relatively tight.
66% confidence
Chart Industries, Inc. →Stands to benefit
Cryogenic cold boxes and heat exchangers
A fourth FLNG unit implies additional LNG liquefaction buildout, which should increase demand for cryogenic cold boxes and heat exchangers; Chart has a meaningful 35% share and an 18-month replacement lead time on this input.
60% confidence

Where it lands

What you buy, and what you own.

Goods you buy

No consumer goods on this path.

Companies you may own

GTLSLINAPD

Tap a company to see what it told the SEC could break it.

In the MyPRIA app, this is checked against your own holdings.

How it reaches your house.

First impact

Linde Engineering (Linde plc) →Stands to benefit

Cryogenic cold boxes and heat exchangers

A fourth FLNG unit implies additional LNG liquefaction project activity, which can increase demand for Linde Engineering's cryogenic cold boxes and heat exchangers used in that buildout.

42% confidence

Hop 2

Cryogenic cold boxes and heat exchangers →Stands to benefit

Chart Industries, Inc.GTLS

A new FLNG unit raises demand for cryogenic cold boxes and heat exchangers, and Chart has the largest listed supply share with relatively low substitutability.

84% confidence

Cryogenic cold boxes and heat exchangers →Stands to benefit

Linde Engineering (Linde plc)LIN

The added FLNG capacity implies more purchases of this input, and Linde is a major supplier with a long replacement lead time for buyers.

82% confidence

Cryogenic cold boxes and heat exchangers →Stands to benefit

Hop 3

Air Products →Prices rise

Cryogenic cold boxes and heat exchangers

Golar's fourth FLNG unit adds liquefaction capacity and should lift demand for cryogenic cold boxes and heat exchangers; Air Products' 15% market share, low substitutability, and 24-month replacement lead time make this market relatively tight.

66% confidence

Chart Industries, Inc. →Stands to benefit

Cryogenic cold boxes and heat exchangers

A fourth FLNG unit implies additional LNG liquefaction buildout, which should increase demand for cryogenic cold boxes and heat exchangers; Chart has a meaningful 35% share and an 18-month replacement lead time on this input.

60% confidence