One more interesting thing that I wanted to point out from the EC is FFKM. I see it first time
Fluoro Elastomers (FKM)/ FFKM Product 300 435 735 MT/Month: FFKM, or perfluoroelastomer, contains higher amounts of fluorine than standard FKM, and features higher temperature ratings, up to approximately 325°C. FFKM also has improved chemical resistance, with nearly universal chemical compatibility. This combination of high-performance capabilities makes FFKM seals the premium choice for the most challenging applications. FFKM is used in o-rings and seals in environments with high temperatures and/or harsh chemicals in the aerospace, semiconductor, energy, pharmaceutical and industrial industries. Both FKM/FFKM have significant applications in semicon:
Kalrez from DuPont and Solvay are the only backward integrated players and some other player like Parker and PPE (who make seals and other equipment also make it). Until recently a lot of articles came around significant shortage of FFKM in semicon fabs.
If one goes through Kalrez FFKM docs it seems that FFKM will also have a large no. of application specific grades.
Going by the management commentary there could be one or two quarters of soft results due to ref gases and other global headwinds but as more and more advanced and specialized polymers like FKM/FFKM/PFA and battery chemicals start coming up one could see significant ramp up happening.
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