Influenced by Honeywell or sanctions, the price of polyurethane foaming agent R141b is expected to rise sharply amid tight supply and demand. Recently, the Ministry of Foreign Affairs responded to the US sale of 2.2 billion US dollars in weapons to Taiwan. People's Daily officials micro-released an article entitled "Sanctions against American Enterprises!" saying that "in order to safeguard national interests, China will impose sanctions on American enterprises involved in the sale of weapons to Taiwan." This time, Guanwei also named three related enterprises: General Dynamics, Honeywell and Hausco. Honeywell is a well-known fluorine chemical enterprise in the world, and is the main supplier of polyurethane foaming agent at present.

Foaming agent is widely used in the foaming process of thermal insulation materials.

As the best insulation material, foamed products are mainly used in household heat preservation (refrigerator, freezer, solar water heater), cold storage and cold chain logistics (refrigerated container, refrigerated train, refrigerated car, etc.), building heat preservation materials (sprayed rigid foam on roof, insulation board on exterior wall, etc.), as well as pipeline heat preservation materials and industrial storage. Tank insulation, high density wood-like structural materials, etc. The products of the first to fourth generations of foaming agent are: R11 (CCl3F), R141b (C2H3Cl2F), R245fa (C3H2F6), HFO1233zd, respectively. Previously, in pursuit of reducing "ozone-depleting substances", R11 has been eliminated. Currently, the mainstream products are the second-generation R141b and the third-generation R245fa.

People's Daily official named Honeywell.

People's Daily official micro-release entitled "Yes, Sanctions against American Enterprises!" 》 In this article, the former spokesman of the Foreign Ministry interpreted the response of the United States to the sale of 2.2 billion US dollars weapons to Taiwan on July 12. At that time, the spokesman of the Foreign Ministry said that "in order to safeguard national interests, China will impose sanctions on American enterprises involved in the sale of weapons to Taiwan".

This time, Guanwei extended the project and named three enterprises in particular: General Dynamics, Honeywell and Hausco. Honeywell is a well-known fluorine chemical enterprise in the world, and is the main supplier of R245fa in the world.

Prior to this, Honeywell and SINOCHEM joint venture Zhonghuo new material was officially put into operation in Taicang Chemical Industrial Park in Jiangsu, mainly producing and selling HFC-245fa foaming agent for foam insulation materials. The initial production scale was 12000 tons. Assuming that sanctions occur, they will have an important impact on the supply of HFC-245fa.

The special national ODS law enforcement action is expected to result in the tight supply and demand of R141b.

On June 28, the Ministry of Ecology and Environment made it clear at a press conference that "a new round of ODS law enforcement action will be launched nationwide in the near future. This special law enforcement action is also one of several special actions of the Blue Sky Defense War launched by the Ministry of Ecology and Environment in 2019. The purpose of ODS law enforcement special action is to "find and combat illegal activities related to ODS (especially R11)", and from the point of view of method, "to trace the origin of production process and find enterprises that illegally produce ODS, especially R11". The ODS campaign will result in tight supply and demand for R141b, which rose from 15,000 yuan to more than 25,000 yuan per ton in 2018 as a result of the special rectification.

Fluorine-containing materials will enter a high boom cycle due to the superposition of many factors.

As an industrial chain of fine products from mining to acid and downstream, there are many factors affecting fluoride chemical industry, including the continuous tightening of safety and environmental supervision, quota reduction (old generation ODS products, including R141b will reduce quota in 2020, R141b is expected to reduce 20% in 2019), ODS inspection, seasonal mismatch between supply and demand, etc.

For foaming agent R141b, the periodic resonance of these factors may be at this time. We expect that the prosperity of the industry will continue to rise, and the price of products will also rise substantially.