After meeting with senior management teams from Air Products (APD), FMC Corporation (FMC), PQ Group (PQG), Calyxt (CLXT) and AgroFresh Solutions (AGFS), Citi analyst P.J. Juvekar says FMC was the most bullish. FMC management highlighted strength in the company's Ag business and the ongoing integration from the DuPont acquisition, Juvekar tells investors in a research note. The analyst raised his estimates for FMC "across the board" on better Ag execution and calls the stock one of our top three ideas. On Air Products, the analyst is "getting more comfortable with the risk/reward of Chinese coal gasification projects." On PQ Group, Juvekar views the recent share pullback as overdone. The company delivered "two solid consecutive quarters" since the initial public offering and has made strides in reducing debt, the analyst contends.

Air Products intends to build a network of permanent, commercial-scale multi-modal hydrogen refueling stations stretching from Edmonton to Calgary, Alberta, Canada. The permanent, multi-modal hydrogen refueling stations will be equipped to serve heavy-duty vehicles, such as commercial and municipal trucks and buses, as well light-duty hydrogen fuel cell cars. The stations will be along the Queen Elizabeth II Highway that runs through Calgary and Edmonton, providing a fueling experience and speed that is similar to gasoline or diesel. This hydrogen infrastructure will help Western Canada reach a goal of 5,000 hydrogen or dual fuel vehicles on the road in five years.