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PVDF & fluoropolymers, Arkema & Kureha
Pierre-Bénite, France / Japan45.70°N 4.82°E
computed criticality27/100
reading
top 5 ≈63% of the market (2025); China ≈61% of consumption (battery binders)
2025Fault line
PVDF is the binder that holds lithium-ion battery electrodes together and the membrane of electrolysers, a fluoropolymer derived from fluorspar and fluorine chemistry. Five producers, Arkema (Kynar), Kureha, Solvay, Daikin, Dongyue, account for nearly two-thirds of the market, but China consumes 61% of it and its makers erode the prices of battery grades. The mounting restrictions on PFAS weigh on the entire fluorinated chain.
Actors
Arkema (Pierre-Bénite / Kings Mountain)
Kureha (Tokyo)
Solvay-Syensqo (Brussels)
Daikin (Osaka)
Dongyue (China)
Depends on 3
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