Air Products and Chemicals Inc at Morgan Stanley Global Chemicals Conference Transcript
Okay, excellent. Thank you, everyone. Thank you, Charlie. So we're back, and our final fireside chat for the day is going to be with Air Products, and we're delighted to welcome back Seifi Ghasemi and Scott Crocco. Seifi is obviously CEO, and Scott's obviously CFO. I think we all know that. So that was a bit redundant.
Questions & Answers
But what I thought we do for this chat is sort of segment things into 3 parts, sort of bang through the general operating conditions that we're seeing in your base business, then sort of go straight into the capital that's available to you for deployment, the large-scale projects you have underway, and then also talk about some of the bigger ideas that you have that are maybe a little medium- to longer-term oriented. And so if we do it that way, we can start with sort of the volume environment you're seeing in the base business. Talk about this a little bit on the third quarter call. IP is not that great. But are there any particular pockets of strength or weaknesses that you want to
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