I was reading a report by elara on srf which says that HFO R1234YF parents are expiring in 2025 & that SRF is only co in india which has the capabilities to manufacture R1234YF already.
I also read in parallel that Navin was manufacturing this for Honeywell in crams :
https://cen.acs.org/business/specialty-chemicals/Honeywell-taps-Navin-make-HFOs/100/i5
This makes me wonder where GFL stands on HFO since patent expiry in 2025 can shift the adoption curve towards the greener R1234YF (An HFO) away from the current R32 / R125 (replacement demand might still remain but OEM might go away)
If we don’t know, then this might be a reasonable question to ask in concalls to understand GFL plans around R1234YF
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