Fike Corporation
HQ US25% share
Fire protection and explosion-protection maker; markets SF 1230 clean agent (FK-5-1-12) and suppression systems — a primary post-3M source.
chemical · input
Novec 1230 / FK-5-1-12 Clean Agent
Low-GWP (GWP=1) halon replacement for data center and critical facility suppression. 3M was the dominant global producer and exited in 2025. Fike (SF 1230), Kidde (Fluoro-K), and Chinese producers now fill the gap but supply has not caught up with demand, causing significant price increases and project delays.
4
Source countries
4
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on novec 1230 / fk-5-1-12 clean agent somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 50% |
| CNChina | 30% |
| BEBelgium | 15% |
| DEGermany | 5% |
Who makes it
Supplier companies
4 companies produce novec 1230 / fk-5-1-12 clean agent.
3M Company
HQ US
3M Company (Maplewood MN; NYSE: MMM; ~$23B revenue after Health Care spinoff; ~$35B before) is the dominant US manufacturer of N95 respirators and is vertically integrated into meltblown polypropylene nonwoven production. 3M manufactures its own electret (electrostatically charged) meltblown filtration media at its Arden Hills, MN facility — a rare example of vertical integration in nonwovens. 3M's N95 respirators (1860, 8210, 8110S) use proprietary Filtrete electret media. During COVID-19, 3M doubled N95 production to ~2 billion respirators/year (from ~1B) but could not scale meltblown capacity fast enough to meet demand — the Arden Hills facility was the binding constraint. 3M also sells Filtrete HVAC filter media (MERV 11-13) made from the same meltblown technology, generating ~$700M/year in home filtration revenue alongside its respirator business.
Carrier Global Corporation(CARR)
HQ US
Carrier Global Corporation (Palm Beach Gardens FL; NYSE: CARR; ~$22B revenue 2023) is the world's largest manufacturer of transport refrigeration units (TRUs) for trucks and trailers under the Carrier Transicold brand. Carrier Transicold holds an estimated 40% share of the US trailer refrigeration unit (TRU) market. Carrier was separated from United Technologies Corporation (UTC) in April 2020 as a standalone public company. Primary North American TRU manufacturing is at the Carrier Transicold plant in Suwanee GA (and sourcing from Carrier Transicold Shanghai, China). Carrier also acquired Chubb fire and security (divested 2021), Cold Chain Technologies, and Viessmann Climate Solutions (HVAC; Germany) in 2023 for €12B — expanding beyond transport refrigeration into building HVAC. The Carrier Transicold X4 7300 series is the dominant platform in North American reefer trailers. Carrier Transicold's Container division manufactures refrigeration units for ocean-going reefer containers at its Montluel, France facility.
Sinochem International Corporation
HQ CN
Shanghai-listed (SH: 600500) subsidiary of Sinochem Group (Chinese state-owned). Operates Sinochem High Performance Fiber Materials Co., Ltd. for para-aramid production at Yangzhou, Jiangsu Province. Completed an expansion to 8,000 tons/year total capacity in January 2024, adding 2,500 tons/year. Exhibited at CIOE 2023 (China International Optoelectronic Exposition) specifically targeting the optical fiber cable market. Represents China's largest single para-aramid producer; growing rapidly driven by domestic 5G infrastructure and EV demand.