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Annual market size ~~$3-4bn.
Fluorspar (calcium fluoride, CaF2) is the upstream source of ALL fluorine chemistry: acid-grade fluorspar β anhydrous hydrogen fluoride (HF) β refrigerants,β¦
Import-dependency chokepoints: πΊπΈ US 100%, πͺπΊ EU 100%, π―π΅ JP 100%.
Fluorspar (CaFβ) is the upstream feedstock for essentially all of the fluorine value chain.
Per-country net position. Emerald = supply > consumption (net exporter); red = consumption > supply (net importer). 14 countries appear on only one side of the two source tables and are left grey β a missing row means not itemised, which is not the same as zero, so no gap is computed for them.
Economy at stake: a cut-off by CN would take $82M off US GDP (USGS puts that scenario at 10% probability; weighted, $14M). Fluorspar, acidspar, USGS Open-File Report 2025-1047 input-output model over 402 US industries, 2023 dollars. US economy only and a model estimate, not an observation. Source.
| Stage | Companies | Most exposed |
|---|---|---|
| Mining, refining, trading | 13 | Tivan Limited (formerly TNG Limited), Luossavaara-Kiirunavaara AB (LKAB), TRIMET Aluminium |
| Functional goods (magnets, chemicals, cells, components) | 12 | Solvay SA, AGC Inc. (formerly Asahi Glass Co. β Mitsubishi keiretsu lineage; semiconductor/display glass, fluorochemicals), Soulbrain Co., Ltd. |
| Industries that depend on them | 2 | Daikin Industries, Ltd., Georg Fischer AG |
Counted from our company dossiers and recomputed on every load. Stage is inferred from each companyβs role and sector, and this counts companies, not output.
Tickers and corporate names parsed from the company_refs field of every action whose target_materials includes fluorspar β the specific operators a policymaker identified by name. Click a company to see the filings.