| 1. | EXECUTIVE SUMMARY |
| 1.1. | Introduction to PFAS |
| 1.2. | Established application areas for PFAS |
| 1.3. | Overview of PFAS: segmented by non-polymers vs polymers |
| 1.4. | Growing concerns about the negative impact of PFAS |
| 1.5. | A spectrum of PFAS regulations exists globally |
| 1.6. | Summary of international and national regulations on PFAS |
| 1.7. | Common PFAS and their level of regulation |
| 1.8. | Potential universal PFAS restrictions prompting a search for alternatives |
| 1.9. | Current status of the EU REACH PFAS restriction proposal |
| 1.10. | Key updates for the EU REACH PFAS restriction proposal |
| 1.11. | Emerging application areas for PFAS |
| 1.12. | Potential impacts of PFAS regulations on emerging application areas |
| 1.13. | PFAS in ion exchange membranes (IEMs) |
| 1.14. | PFAS in IEMs: outlook by application |
| 1.15. | PFAS in thermal management for data centers |
| 1.16. | PFAS in electric vehicles (EVs) |
| 1.17. | PFAS in low-loss materials for 5G |
| 1.18. | PFAS in sustainable food packaging |
| 1.19. | PFAS in seals and gaskets for high-tech applications |
| 1.20. | Readiness level of PFAS alternatives in emerging applications |
| 1.21. | Summary and conclusions |
| 1.22. | IDTechEx's PFAS Research Portfolio |
| 2. | INTRODUCTION TO PFAS |
| 2.1. | Introduction to PFAS |
| 2.2. | PFAS chemicals segmented by non-polymers vs polymers |
| 2.3. | Non-polymeric PFAS segmented by type |
| 2.4. | Selected application areas for PFAS |
| 2.5. | Examples of industrial applications for PFAS |
| 2.6. | Usage of PFAS by sector in the EU |
| 2.7. | Summary of common PFAS discussed in this report |
| 3. | REGULATIONS ON PFAS |
| 3.1. | Introduction to Regulatory Approaches for PFAS |
| 3.1.1. | Essential-use approach: a shift in regulating chemicals? |
| 3.1.2. | Essential-use approach: a shift in regulating chemicals? |
| 3.1.3. | A spectrum of PFAS regulations exists globally |
| 3.1.4. | Summary of international and national regulations on PFAS |
| 3.2. | International Regulations on PFAS |
| 3.2.1. | Global regulation: Stockholm Convention |
| 3.2.2. | Global regulation: Stockholm Convention as relevant to PFAS |
| 3.2.3. | Global regulation: Stockholm Convention as relevant to PFAS |
| 3.3. | EU Regulations on PFAS |
| 3.3.1. | EU regulations: three primary methods of regulating PFAS |
| 3.3.2. | EU regulations: the POPs Regulation |
| 3.3.3. | EU regulations: substances of very high concern under REACH |
| 3.3.4. | EU regulations: PFAS being evaluated under REACH for the substances of very high concern list |
| 3.3.5. | EU regulations: PFAS previously evaluated under REACH for the substances of very high concern list (part 1) |
| 3.3.6. | EU regulations: PFAS previously evaluated under REACH for the substances of very high concern list (part 2) |
| 3.3.7. | EU regulations: PFAS polymers and REACH registration |
| 3.3.8. | EU regulations: substances restricted under Annex XVII of REACH |
| 3.3.9. | EU regulations: proposed and new PFAS restrictions under Annex XVII of REACH |
| 3.3.10. | EU regulations: introduction of the universal PFAS restriction proposal |
| 3.3.11. | EU regulations: contents of the EU REACH PFAS restriction proposal |
| 3.3.12. | EU regulations: contents of the EU REACH PFAS restriction proposal |
| 3.3.13. | EU regulations: contents of the EU REACH PFAS restriction proposal |
| 3.3.14. | EU regulations: contents of the EU REACH PFAS restriction proposal |
| 3.3.15. | EU regulations: contents of the EU REACH PFAS restriction proposal |
| 3.3.16. | EU regulations: contents of the EU REACH PFAS restriction proposal |
| 3.3.17. | EU regulations: comments on the EU REACH PFAS restriction proposal |
| 3.3.18. | EU regulations: comments on the EU REACH PFAS restriction proposal |
| 3.3.19. | EU PFAS restriction proposal: revision process |
| 3.3.20. | EU PFAS restriction proposal: RAC/SEAC meetings on PFAS in various sectors |
| 3.3.21. | EU PFAS restriction proposal: potential timeline of adoption |
| 3.3.22. | EU PFAS restriction proposal progress updates: fluoropolymers |
| 3.3.23. | EU PFAS restriction proposal progress updates: new applications |
| 3.3.24. | EU PFAS restriction proposal progress updates: alternative restriction options |
| 3.3.25. | EU PFAS restriction proposal progress updates: key quotes |
| 3.3.26. | EU PFAS restriction proposal progress updates: time-limited exemptions |
| 3.3.27. | EU: PFAS bans in consumer products and packaging |
| 3.3.28. | EU: F-gas regulation vs the universal PFAS restriction proposal |
| 3.3.29. | List of fluorinated gases included in the universal PFAS restriction proposal |
| 3.4. | USA Regulations on PFAS |
| 3.4.1. | USA regulations: introduction to federal regulations on PFAS |
| 3.4.2. | USA regulations: Significant New Use Rules (SNURs) on PFAS |
| 3.4.3. | USA regulations: the TSCA's New Chemicals Program |
| 3.4.4. | USA regulations: other national-level regulations on PFAS |
| 3.4.5. | USA regulations: proposed legislation on PFAS |
| 3.4.6. | USA regulations: state regulations on PFAS |
| 3.5. | Regulations in Asia-Pacific Countries on PFAS |
| 3.5.1. | China regulations on PFAS |
| 3.5.2. | Japan regulations on PFAS |
| 3.5.3. | Japan regulations on PFAS: exempted uses |
| 3.5.4. | Taiwan regulations on PFAS |
| 3.5.5. | South Korea regulations on PFAS |
| 3.5.6. | India regulations on PFAS |
| 4. | PFAS IN ION EXCHANGE MEMBRANES |
| 4.1. | Introduction to Ion Exchange Membranes |
| 4.1.1. | Ion exchange membranes and ion exchange resins |
| 4.1.2. | Types of ion exchange materials and their applications |
| 4.1.3. | Ion exchange material technology overview |
| 4.1.4. | Established ion exchange markets and applications |
| 4.1.5. | Role of ion exchange materials in established markets |
| 4.1.6. | Emerging ion exchange applications |
| 4.1.7. | Proton Exchange Membranes in Fuel Cells, Electrolyzers |
| 4.1.8. | PFAS in the hydrogen value chain |
| 4.1.9. | Overview of PEM electrolyzers & fuel cells |
| 4.1.10. | Proton exchange membrane - historical context & materials |
| 4.1.11. | Functions of the PEM |
| 4.1.12. | PEM fuel cell vs electrolyzer membranes |
| 4.1.13. | Water management for the PEM |
| 4.1.14. | MEA & CCM overview |
| 4.1.15. | MEA functions & requirements |
| 4.1.16. | Typical catalyst coated membrane (CCM) |
| 4.1.17. | Summary for PEMs in electrolyzers & fuel cells |
| 4.2. | Proton Exchange Membranes in Redox Flow Batteries (RFBs) |
| 4.2.1. | Ion exchange membranes in redox flow batteries (RFBs): Summary and key takeaways |
| 4.2.2. | Ion exchange membranes in redox flow batteries: Introduction |
| 4.2.3. | Ion exchange membranes in redox flow batteries: Overview |
| 4.2.4. | IEM materials contribute significantly to overall RFB stack cost |
| 4.2.5. | Overview of redox flow battery chemistries and IEM requirements |
| 4.2.6. | Evaluation of redox flow battery technologies and commercial maturity |
| 4.2.7. | IEM material innovation areas in RFBs (I) |
| 4.2.8. | IEM material innovation areas in RFBs (II) |
| 4.2.9. | Impact of potential ban on PFAS materials on RFB market |
| 4.3. | Ion Exchange Membranes in Carbon Capture, Utilization and Storage |
| 4.3.1. | IEMs in carbon capture, utilization, and storage (CCUS): Overview and key takeaways |
| 4.3.2. | Direct Air Capture Technology Landscape |
| 4.3.3. | IEMs in electrochemical direct air capture technologies (I) |
| 4.3.4. | IEMs in electrochemical direct air capture technologies (II) |
| 4.3.5. | Roles of electrodialysis in direct ocean capture (DOC) |
| 4.3.6. | IEMs in CO2 electrolysers for utilization |
| 4.3.7. | Formic acid production from CO2 |
| 4.3.8. | ePTFE reinforced AEMs used in integrated carbon capture and utilization system |
| 4.4. | Manufacturing PFSA Membranes & CCMs |
| 4.4.1. | PFSA membrane extrusion casting process |
| 4.4.2. | Improving dimensional and mechanical stability using simultaneous stretching |
| 4.4.3. | PFSA membrane solution casting process |
| 4.4.4. | PFSA membrane dispersion casting process |
| 4.4.5. | CCM production technologies |
| 4.4.6. | Example of continuous (R2R) process using decal transfer & slot-die coating |
| 4.4.7. | Examples of PFSA resin suppliers |
| 4.4.8. | Alternatives to PFAS in catalyst coated membranes: an area of need |
| 4.5. | Proton Exchange Membrane Materials & Suppliers |
| 4.5.1. | Chemical structure of PFSA membranes |
| 4.5.2. | Important material parameters to consider for the membrane |
| 4.5.3. | Membrane degradation processes overview |
| 4.5.4. | Overview of PFSA membranes & key players |
| 4.5.5. | Market leading membrane material: Nafion |
| 4.5.6. | Nafion properties & grades |
| 4.5.7. | Pros & cons of Nafion & PFSA membranes |
| 4.5.8. | Competing membrane materials |
| 4.5.9. | Property benchmarking of membranes |
| 4.5.10. | Gore manufacture MEAs |
| 4.5.11. | Ion exchange membranes in RFBs: Membrane manufacturers (1) |
| 4.5.12. | Ion exchange membranes in RFBs: Membrane manufacturers (2) |
| 4.5.13. | Ion exchange membranes in RFBs: Membrane manufacturers (3) |
| 4.6. | Innovations in PFSA Membranes |
| 4.6.1. | Improvements to PFSA membranes |
| 4.6.2. | Trade-offs in optimizing membrane performance |
| 4.6.3. | Gore reinforced SELECT membranes |
| 4.6.4. | Chemours reinforced Nafion membranes |
| 4.6.5. | Chemours gas recombination catalyst additive research |
| 4.7. | Non-PFAS Alternative for Proton Exchange Membranes |
| 4.7.1. | PFAS regulations necessitate development of alternatives |
| 4.7.2. | Emerging alternative membranes |
| 4.7.3. | Alternative polymer materials for hydrogen applications |
| 4.7.4. | Innovations in PEMFC membranes may influence PEMEL (1/2) |
| 4.7.5. | Innovations in PEMFC membranes may influence PEMEL (2/2) |
| 4.7.6. | 1s1 Energy - boron-containing membrane |
| 4.7.7. | Hydrocarbons as PEM fuel cell membranes |
| 4.7.8. | Assessment of hydrocarbon membranes |
| 4.7.9. | Ionomr Innovations' hydrocarbon membrane |
| 4.7.10. | Orion polymer's hydrocarbon membranes |
| 4.7.11. | Other companies exploring PFAS-free proton exchange membranes |
| 4.7.12. | Metal-organic frameworks |
| 4.7.13. | Metal-organic frameworks for membranes: academic research |
| 4.7.14. | MOF composite membranes |
| 4.7.15. | Graphene in the membrane |
| 4.7.16. | Alternative materials for RFB membranes |
| 4.7.17. | Outlook for Proton Exchange Membranes |
| 5. | PFAS IN THERMAL MANAGEMENT FOR DATA CENTERS |
| 5.1. | Thermal management needs for data centers |
| 5.2. | Trend of thermal design power (TDP) of GPUs |
| 5.3. | Overview of cooling methods for data centers |
| 5.4. | Cooling technology comparison (1) |
| 5.5. | Cooling technology comparison (2) |
| 5.6. | Coolant comparison |
| 5.7. | Liquid cooling - direct-to-chip/cold plate and immersion cooling |
| 5.8. | Liquid cooling - single-phase and two-phase |
| 5.9. | Comparison of liquid cooling technologies |
| 5.10. | Coolant fluid comparison |
| 5.11. | Passive two-phase cooling cold plate supplier: Tyson |
| 5.12. | Two phase immersion cooling use case: Microsoft |
| 5.13. | A potential decline in fluorinated chemicals may impact two-phase cooling |
| 5.14. | Two-phase immersion cooling - phase out before starting to take off? |
| 5.15. | Roadmap of two-phase immersion cooling |
| 5.16. | Roadmap of single-phase immersion cooling |
| 5.17. | Immersion coolant liquid suppliers |
| 5.18. | Comparison: immersion fluid costs |
| 5.19. | What is the roadmap for coolants used in two-phase cooling for data centers? |
| 5.20. | Summary: coolant liquids for data centers and PFAS regulations |
| 6. | PFAS IN ELECTRIC VEHICLES |
| 6.1. | Overview of PFAS in Electric Vehicles |
| 6.1.1. | Application areas for PFAS in electric vehicles |
| 6.2. | PFAS in High-Voltage Cables for EVs |
| 6.2.1. | EV Drivetrain components |
| 6.2.2. | High voltage connections in an EV |
| 6.2.3. | High voltage cable insulation |
| 6.2.4. | Operating temperature benchmark |
| 6.2.5. | Cable insulation resistance benchmark |
| 6.2.6. | Summary of PFAS in high-voltage cables for electric vehicles |
| 6.3. | PFAS-Based Refrigerants for EVs |
| 6.3.1. | Thermal system architecture of electric vehicles |
| 6.3.2. | Coolant fluids in EVs |
| 6.3.3. | What is different about fluids used for EVs? |
| 6.3.4. | Refrigerant for EVs: previous trends |
| 6.3.5. | Regulations may impact future refrigerant trends for EVs |
| 6.3.6. | Future refrigerants for EVs: comparison of alternatives |
| 6.3.7. | PFAS-free refrigerants: R744 and R290 |
| 6.3.8. | Performance in heat pumps: R744 vs R1234yf |
| 6.3.9. | Performance in heat pumps: R744 and R290 |
| 6.3.10. | Hyundai and SK partner for PFAS-free next gen refrigerants |
| 6.3.11. | Refrigerant content in EV models |
| 6.3.12. | PFAS Ban - Future Trend in Europe |
| 6.3.13. | Suppliers of PFAS-free coolants and refrigerants for EVs |
| 6.4. | PFAS in Immersion Cooling for Li-ion Batteries in EVs |
| 6.4.1. | Immersion cooling in EVs: introduction |
| 6.4.2. | Single-phase vs two-phase cooling |
| 6.4.3. | Immersion cooling fluids requirements |
| 6.4.4. | Immersion cooling architecture |
| 6.4.5. | Players: immersion fluids for EVs (1) |
| 6.4.6. | Players: immersion fluids for EVs (2) |
| 6.4.7. | Players: immersion fluids for EVs (3) |
| 6.4.8. | Immersion fluids: density and thermal conductivity |
| 6.4.9. | Immersion fluids: operating temperature |
| 6.4.10. | Immersion fluids: thermal conductivity and specific heat |
| 6.4.11. | Immersion fluids: viscosity |
| 6.4.12. | Immersion fluids: breakdown voltage |
| 6.4.13. | Immersion fluids: costs |
| 6.4.14. | Immersion fluids: summary |
| 6.4.15. | SWOT analysis of immersion cooling for EVs |
| 6.4.16. | IDTechEx outlook of immersion cooling for EVs |
| 6.4.17. | Outlook for PFAS-based coolants in immersion cooling for EVs |
| 7. | PFAS IN LOW-LOSS MATERIALS FOR 5G |
| 7.1. | 5G, next generation cellular communications network |
| 7.2. | Two types of 5G: Sub-6 GHz and mmWave |
| 7.3. | New opportunities for low-loss materials in mmWave 5G |
| 7.4. | Landscape of low-loss materials for 5G |
| 7.5. | Evolution of organic PCB materials for 5G |
| 7.6. | Benchmark of commercial low-loss organic laminates @ 10 GHz |
| 7.7. | Key properties of PTFE to consider for 5G applications |
| 7.8. | Challenges of using PTFE-based laminates for high frequency 5G |
| 7.9. | Key applications of PTFE in 5G |
| 7.10. | Regulations on PFAS as relevant to low-loss materials |
| 7.11. | Potential alternatives to PFAS for low-loss applications in 5G |
| 7.12. | Benchmarking of commercial low-loss materials for 5G applications |
| 7.13. | Landscape of key low-loss materials suppliers |
| 7.14. | Liquid crystal polymers (LCP) |
| 7.15. | Poly(p-phenylene ether) (PPE) |
| 7.16. | Poly(p-phenylene oxide) (PPO) |
| 7.17. | Hydrocarbon-based laminates |
| 7.18. | Low temperature co-fired ceramics (LTCC) |
| 7.19. | Benchmark of LTCC materials for 5G |
| 7.20. | Glass substrate |
| 7.21. | Benchmark of various glass substrates |
| 7.22. | Status and outlook of commercial low-loss materials for 5G PCBs/components |
| 8. | PFAS IN SUSTAINABLE FOOD PACKAGING |
| 8.1. | Sustainable packaging alternatives to single-use plastics |
| 8.2. | Introduction to molded fiber for sustainable packaging |
| 8.3. | Molded non-wood plant fiber for sustainable packaging |
| 8.4. | Molded non-wood plant fiber for sustainable packaging |
| 8.5. | Molded fiber for sustainable food packaging |
| 8.6. | Challenges for molded fiber for sustainable packaging |
| 8.7. | Recycled paper for sustainable packaging |
| 8.8. | PFAS in food packaging |
| 8.9. | Increasing regulatory scrutiny on PFAS in food packaging |
| 8.10. | Overview of alternatives to PFAS in sustainable food-packaging applications |
| 8.11. | Solenis: supplier of PFAS-free coatings for food packaging |
| 8.12. | Introduction to cellulose and nanocellulose |
| 8.13. | Forms of nanocellulose |
| 8.14. | Nanocellulose for packaging |
| 8.15. | Innovations for recycled paper packaging |
| 8.16. | Summary of alternatives to PFAS coatings in sustainable food packaging |
| 9. | PFAS IN SEALS AND GASKETS |
| 9.1. | Introduction to Sealing Materials |
| 9.1.1. | Introduction to seals & gaskets |
| 9.1.2. | Industries & applications that require sealing |
| 9.1.3. | Common materials utilized for sealing applications |
| 9.1.4. | Fluoropolymers in the polymer pyramid |
| 9.1.5. | Dominance of PTFE & fluoroelastomers in sealing applications |
| 9.1.6. | Established application example - pipelines |
| 9.1.7. | Established application example - pipelines |
| 9.2. | Sealing Materials for Emerging Applications |
| 9.2.1. | Sealing for the hydrogen value chain |
| 9.2.2. | Sealing for the hydrogen value chain |
| 9.2.3. | Sealing for the hydrogen value chain |
| 9.2.4. | Sealing for the hydrogen value chain |
| 9.2.5. | Electrolyzer gasket materials |
| 9.2.6. | Electrolyzer gasket materials |
| 9.2.7. | Gasket material selection |
| 9.2.8. | Gasket material selection |
| 9.2.9. | Application example 2 - hydrogen value chain |
| 9.2.10. | European Sealing Association (ESA) opinions on PFAS bans |
| 9.2.11. | Potential impact of PFAS bans on fugitive emissions |
| 9.2.12. | Seals and gaskets supply chain overview |
| 9.2.13. | Seals and gaskets supply chain: selected companies |
| 9.2.14. | Materials suppliers for seals and gaskets: non-PFAS and PFAS materials |
| 9.2.15. | Materials suppliers for seals and gaskets (1) |
| 9.2.16. | Materials suppliers for seals and gaskets (2) |
| 9.2.17. | Potential PFAS-free alternatives for sealing applications in the hydrogen sector |
| 9.2.18. | Potential for PFAS-free alternatives for sealing applications |
| 9.2.19. | Trends towards liquid sealants supports non-PFAS sealing materials |
| 9.2.20. | Cure mechanisms for liquid sealants |
| 9.2.21. | Key materials and players for liquid sealants |
| 9.3. | Case Studies for PFAS Alternatives for Sealing |
| 9.3.1. | DuPont - PI for hydrogen sealing |
| 9.3.2. | WEVO-CHEMIE - liquid sealants |
| 9.3.3. | Syensqo's alternatives to fluoropolymers |
| 9.3.4. | Omniseal Solutions - variety of PFAS alternatives |
| 9.3.5. | Freudenberg Sealing Technologies - view on regulations |
| 9.3.6. | Freudenberg Sealing Technologies - new PU material |
| 9.3.7. | SGL Carbon - graphite sealants |
| 9.3.8. | Metallic gaskets as PFAS alternatives |
| 9.3.9. | Summary and conclusions - PFAS alternatives for seals and gaskets |
| 10. | COMPANY PROFILES |
| 10.1. | 1s1 Energy |
| 10.2. | Ateios |
| 10.3. | Elkem Silicones |
| 10.4. | Enapter |
| 10.5. | Enapter |
| 10.6. | Engineered Fluids |
| 10.7. | EnPro Industries (PTFE materials for 5G and satellite communication) |
| 10.8. | FUCHS: Dielectric Immersion Fluids for EVs |
| 10.9. | Fumatech |
| 10.10. | Ionomr Innovations (2022) |
| 10.11. | Ionomr Innovations (2024) |
| 10.12. | Kyocera: 5G Materials |
| 10.13. | M&I Materials and Faraday Future: Immersion Cooling |
| 10.14. | Nanoramic Laboratories |
| 10.15. | NovoMOF |
| 10.16. | Orion Polymer |
| 10.17. | Panasonic: 5G Materials |
| 10.18. | Shenzhen HFC |
| 10.19. | Showa Denko Group: 5G Materials |
| 10.20. | Solvay Specialty Polymers |
| 10.21. | Weidmann Fiber Technology |
| 10.22. | WEVO-CHEMIE: Hydrogen & RFB Applications |
| 10.23. | XING Mobility: Castrol and HKS |
| 10.24. | XING Mobility: Immersion-Cooled Batteries |