Hello,the Isol Trend Analysis Teamis here.
The domestic polyurethane spray market is currently entering a critical transition period.
On the surface,the transition from HCFC-141b to HFC-245faseems to be the key issue, but in reality, much more complex changes are occurring simultaneously on the ground. And Isol is not at the stage of 'predicting' this change,but is already prepared with response solutions..
The remaining HCFC-141b and the uncomfortable reality
The regulatory environment is clearly changing ahead of 2026, but the reality is that illegal 141b-based products are still being produced and introduced in the market.
of price competitiveness, familiarity with existing processes, and the characteristics of the distribution structure are creating an atmosphere of 'we know the transition is necessary, but it's difficult for now'.
The problem is that as this situation persists, the burden on companies that have legally transitioned increases, the variance in product quality grows, and the overall trust in the market declines.
The transition to HFC-245fa seems like the answer, but it is not easy.
HFC-245fa is certainly the most frequently mentioned alternative at this point.
However, Isol believes that this transition is nota complete solution.
The structural limitations of quota management, supply and demand volatility, and price pressure
ultimately signal that 'HFC-245fa alone cannot guarantee a stable future'.
Therefore, Isol has focused not just onwhich blowing agent to use,but on changing the very structure of the blowing agent selection.Isol has already prepared for the next stage.
Before the market experiences significant turmoil,
Isol has proactively prepared alternative blowing agent-based solutions.
The important point here is that this solution does not mean 'completely replacing existing blowing agents'.
It is designed to maintain the balance of expansion, cell structure, and shrinkage stability,
while not overly relying on specific raw materials or quotas.While the technical details cannot all be disclosed yet, Isol's alternative blowing solution has already entered the verification stage based on field application.
In the future, the market is likely to naturally divide.
Into those who are 'forced to change late due to regulations' and those who present options from a state of already being prepared.
While we cannot disclose all the technical details yet, Aisol's alternative foaming solution is
already in the verification stage, assuming on-site application.
In the future, the market is likely to naturally divide.
Between those who are forced to change late due to regulations and
those who present options while already prepared.
ISOL views this transition not merely as a response to regulations or cost issues,
but as a point where the standards for products and brands are being redefined.
And that standard will not be about "what are you using now" but rather
"can you respond to the next change?"
ISOL is already preparing for what comes next.
Soon,we will share more specific information about alternative foaming solutionsin due course.
I will share them in turn. Thank you.