Producer
Honeywell Performance Materials & Technologies
Charlotte, NC-based division of Honeywell International Inc. (NYSE: HON). Produces HFC and HFO refrigerants under the "Genetron" brand (HFCs including R-404A components) and "Solstice" brand (HFOs — next-generation low-GWP refrigerants: Solstice N40/R-448A, Solstice N41/R-449A, Solstice L40X/R-454B). Primary production for HFCs and HFOs at Geismar, Louisiana. Honeywell is strategically transitioning away from high-GWP HFCs (like R-404A with GWP 3,922) toward HFO-based alternatives as the AIM Act production quota reductions take effect. As of the AIM Act framework, Honeywell holds a significant US HFC production allowance that it is progressively converting to next-generation Solstice products. Also produces HFOs at Baton Rouge, Louisiana. Honeywell is the co-inventor of HFO-1234yf (in patent dispute with Arkema) and the developer of Solstice refrigerant line.
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HFO Next-Gen Refrigerants (Solstice)
35%HFC Refrigerants (Genetron / Legacy)
25%Advanced Materials & Fluorochemicals
25%UOP Catalysts & Process Technology
15%
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Did you know2024
Honeywell Performance Materials produces both the dominant legacy refrigerant (Genetron R-404A, GWP 3,922) AND the dominant next-generation replacement (Solstice R-448A/R-449A, GWP ~1,300-1,400, a 60-65% GWP reduction). Honeywell holds key patents on HFO-1234yf — the automotive refrigerant replacing R-134a — through a patent that became the center of a global antitrust dispute with Arkema (which challenged Honeywell's alleged market control). This means Honeywell simultaneously: (1) profits from the R-404A installed base needing refrigerant refills; (2) profits from the transition to Solstice alternatives; and (3) holds patents that competitors must license or design around to enter the HFO market. A company that profits from both the problem (high-GWP HFCs) and the solution (low-GWP HFOs) in the same product category.
Honeywell Performance Materials ↗Origin2023
Honeywell's refrigerant business descends from AlliedSignal's Genetron brand, which itself traces to Allied Chemical Corporation -- a company formed in 1920 through the merger of five US chemical companies and which became one of the largest US chemical conglomerates of the 20th century. Allied Chemical built its fluorochemical capability during World War II manufacturing for the Manhattan Project's uranium hexafluoride separation program. The postwar fluorochemical infrastructure was redirected to refrigerant manufacturing. AlliedSignal (the post-Allied Chemical renamed entity) was acquired by Honeywell in 1999 -- with the Honeywell name retained but AlliedSignal's engineering culture dominating. Honeywell co-developed HFO-1234yf (the low-GWP automotive refrigerant) alongside Chemours (DuPont spinout), and the resulting HFO-1234yf patent portfolio became the center of an EU antitrust investigation when European automakers (Mercedes, BMW) complained about pricing. A chemical company with Manhattan Project fluorochemical heritage is now the dominant supplier of the refrigerant going into new car air conditioning systems globally.
Honeywell International Inc. ↗