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This ban targets new production only, not existing installations. The retrofit and maintenance market for installed R22 systems will persist for years, sustaining aftermarket demand. Importers and distributors should secure R22 supply contracts now, as producers may exit the refrigerant grade sooner than the 2030 HCFC phase-out deadline.
For buyers, R22's dual role as refrigerant and chemical feedstock means price dynamics are influenced by both HVAC seasonality and PTFE demand. The feedstock segment provides a floor for R22 prices even as refrigerant quotas decline. Track downstream fluoropolymer capacity additions for supply signals.
The R32 rally also reflects feedstock cost pressures from fluorspar and anhydrous hydrogen fluoride. Buyers of R22 should watch inventory levels at major producers like Juhua and Sanmei, as production shifts toward R32 could tighten R22 availability ahead of the 2027 ban on R22-based multi-split AC units.