On January 23, the Ulanqab Municipal Bureau of Ecology and Environment accepted and publicized the environmental impact assessment documents for the industrial project of producing 10,000 tons of high-purity electronic-grade nitrogen trifluoride annually by Nanda Optoelectronics (Ulanqab) Co., Ltd. The project will be constructed in four phases. The first phase will produce 2,000 tons of nitrogen trifluoride, 1,600 tons of hydrofluoric acid, and 50 tons of ammonia water annually. The second and third phases will each produce 4,000 tons of nitrogen trifluoride, 3,200 tons of hydrofluoric acid, and 100 tons of ammonia water annually. The fourth phase is reserved for future projects.
Chempricehub’s analysis of fluorite ore: Bull-Bear Score: 1
The project plans to add an annual production capacity of 8,000 tons of hydrofluoric acid (1,600 tons in the first phase, and 3,200 tons each in the second and third phases). Hydrofluoric acid production relies on fluorite ore as a raw material, and the increased demand is expected to drive up the spot price of fluorite ore. No significant changes are observed on the supply side, with favorable factors dominating. A score of +1 indicates a generally positive impact.
Fluorite: Bull-Bear Score: 1
As a key raw material for hydrofluoric acid, the expansion of the project will directly increase demand for fluorite, supporting its spot price. The market supply and demand are tight, favoring the spot price trend. A score of +1 reflects a generally positive influence.
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