The Alternate “Fuel the Race” Pick
The Kiyosaki space campaign’s “Fuel the Race” report points at the industrial gas companies that supply the liquid oxygen, hydrogen, helium, and nitrogen every rocket launch needs. StockGumshoe narrows the pick to two candidates. The more likely is Linde, but the alternate is Air Products, ticker APD, the company with the deeper legacy NASA relationship.
Air Products has supplied industrial gases to NASA and the aerospace industry for decades, going back to the Apollo era. That is the basis for the “one company every rocket needs” framing. It is a real supplier relationship, and Air Products is a real, profitable, dividend-paying industrial giant.
The Same Arithmetic Problem
The issue with Air Products is the same one we flagged for Linde stock: space is a rounding error on a company this size. Air Products is a diversified industrial gas business with a global footprint and a 2.3 percent dividend yield. Its rocket-propellant sales are a sliver of revenue.
That does not make Air Products a bad company. It is a well-run industrial franchise with a strong position in hydrogen, which is a genuinely important clean-energy story. It makes “space” the wrong reason to buy it. The chokepoint framing only works when the customer is a meaningful share of the supplier’s business, and for Air Products, rocket launches simply are not.
Where Air Products Fits
For investors, the honest framing is this: Air Products is an industrial gas company with an interesting hydrogen angle and a steady dividend, not a space stock. If you want direct space exposure, the imagery and launch names and the space ETFs are the better routes. We covered the full list in our space stocks to buy overview and the campaign’s thesis in our Launch Cheat Code teardown.
The pattern across the campaign is consistent and worth internalizing: the framing is clean, but for the industrial gas picks, the company’s quality and its relevance to space are two very different things.
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