The fluorine chemical industry is looking promising

Recent developments indicate a positive shift in the supply-demand dynamics, suggesting a potential boost in the entire fluorine chemical industrial chain.

We've observed a recent price surge in fluorite (97% wet powder), a crucial raw material at the upstream of the fluorine chemical industry. This price increase is significant because fluorite supply stability directly impacts the production costs and capacity release of refrigerants, a major downstream application of fluorite.

Furthermore, the refrigerant industry has witnessed a remarkable rebound in operating rates since March. Key refrigerant products like R32, R134a, R125, and R22 have seen operating rates reaching 90%, 80%, 70%, and 80% respectively, and these high levels are projected to continue into April. This surge is driven by the seasonal demand peak in April and May, coupled with supply-side refrigerant quota controls. Consequently, we anticipate refrigerant prices to potentially explore higher levels.

Refrigerants constitute a significant portion of fluorite consumption, making the "fluorite-refrigerant" price resonance a key factor to watch. The enhanced refrigerant market coupled with tight fluorite supplies creates a synergistic effect, further strengthening the industry's prospects.

Looking at the long-term perspective, refrigerant supply will be constrained by quota policies. Simultaneously, factors such as home appliance trade-in programs and global warming are expected to drive steady growth in demand for air conditioners and other related products. This will likely maintain a tight supply-demand balance in the refrigerant market, potentially leading to elevated prices.

Therefore, I am optimistic about the entire fluorine chemical industry chain. From the resource end (fluorite) to refrigerants (one of the most carbon-neutral industries), and to high-end fluorine materials and fluorine-containing fine chemicals that benefit from surging demand, each segment of the fluorine chemical industry holds significant development potential.

This positive outlook presents exciting opportunities for businesses involved in the import and export of fluorine chemical products. Understanding these market dynamics is crucial for making informed decisions and capitalizing on the industry's growth potential. Let's connect and discuss how these trends might impact your business!

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