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ClimateFading · day 10

ChemSec survey: top PFAS makers plan output surge to meet AI datacentre demand

A survey of the world's 10 biggest forever-chemical producers finds nearly all plan to expand output, driven largely by AI datacentre cooling and semiconductor needs.

What to know

  • ChemSec's survey of the 10 largest Pfas manufacturers found nearly all plan to increase production, driven largely by AI datacentre and semiconductor demand.
  • Producers frame expansion around "eco-friendly" cooling systems and chip manufacturing, while campaigners call the chemicals a non-degrading threat to health and the environment.
  • Only BASF (exiting by 2028) and Archroma (switching to Pfas-free alternatives) among the surveyed firms are moving away from production.
  • Campaigners warn the expansion could undermine emerging Pfas restrictions in Europe, the UK and parts of the US unless regulators act.

“maintain and expand our top share in the industry by expanding sales of existing fluorine products and introducing new products”

Daikin, Japan-headquartered manufacturer · The Guardian ↗ · Sep 13

Anne-Sofie Bäckar Executive director, ChemSecBir Kapoor CEO, Gujarat FluorochemicalsChemours US Pfas producerDaikin Japan-headquartered Pfas/fluorine manufacturerBASF German chemicals giant

ChemSec survey: top PFAS makers plan output surge to meet AI datacentre demand
theguardian.com

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 11 pieces in 3h at Sep 14, 1 AM; 40 pieces over 10 days (7 articles · 27 posts · 6 comments) Sep 14, 1 AM — 11 pieces · 5 articles · 6 posts — Mastodon 6, Newswires 3, Google News 1, +1 moreSep 14, 4 AM — 1 piece · 1 post — Mastodon 1Sep 14, 7 AM — 2 pieces · 2 posts — Mastodon 2Sep 14, 10 AM — 1 piece · 1 post — Mastodon 1Sep 14, 1 PM — quietSep 14, 4 PM — quietSep 14, 7 PM — quietSep 14, 10 PM — quietSep 15, 1 AM — quietSep 15, 4 AM — quietSep 15, 7 AM — 1 piece · 1 post — Mastodon 1Sep 15, 10 AM — 1 piece · 1 post — Mastodon 1Sep 15, 1 PM — 1 piece · 1 post — Mastodon 1Sep 15, 4 PM — 2 pieces · 2 posts — Bluesky 1, Mastodon 1Sep 15, 7 PM — quietSep 15, 10 PM — 1 piece · 1 post — Mastodon 1Sep 16, 1 AM — quietSep 16, 4 AM — quietSep 16, 7 AM — quietSep 16, 10 AM — quietSep 16, 1 PM — 2 pieces · 1 post · 1 comment — Reddit 2Sep 16, 4 PM — quietSep 16, 7 PM — quietSep 16, 10 PM — quietSep 17, 1 AM — 1 piece · 1 post — Mastodon 1Sep 17, 4 AM — quietSep 17, 7 AM — quietSep 17, 10 AM — quietSep 17, 1 PM — quietSep 17, 4 PM — quietSep 17, 7 PM — quietSep 17, 10 PM — 1 piece · 1 post — Mastodon 1Sep 18, 1 AM — 3 pieces · 2 articles · 1 post — Mastodon 2, Newswires 1Sep 18, 4 AM — 1 piece · 1 post — Mastodon 1Sep 18, 7 AM — quietSep 18, 10 AM — 1 piece · 1 post — Hacker News 1Sep 18, 1 PM — 3 pieces · 3 posts — Mastodon 2, Reddit 1Sep 18, 4 PM — 1 piece · 1 comment — Reddit 1Sep 18, 7 PM — 1 piece · 1 comment — Reddit 1Sep 18, 10 PM — 1 piece · 1 post — Mastodon 1Sep 19, 1 AM — 1 piece · 1 comment — Reddit 1Sep 19, 4 AM — quietSep 19, 7 AM — quietSep 19, 10 AM — quietSep 19, 1 PM — quietSep 19, 4 PM — quietSep 19, 7 PM — quietSep 19, 10 PM — quietSep 20, 1 AM — 1 piece · 1 post — Mastodon 1Sep 20, 4 AM — quietSep 20, 7 AM — quietSep 20, 10 AM — quietSep 20, 1 PM — quietSep 20, 4 PM — quietSep 20, 7 PM — quietSep 20, 10 PM — quietSep 21, 1 AM — quietSep 21, 4 AM — 1 piece · 1 comment — Reddit 1Sep 21, 7 AM — quietSep 21, 10 AM — quietSep 21, 1 PM — quietSep 21, 4 PM — quietSep 21, 7 PM — quietSep 21, 10 PM — quietSep 22, 1 AM — quietSep 22, 4 AM — quietSep 22, 7 AM — quietSep 22, 10 AM — quietSep 22, 1 PM — quietSep 22, 4 PM — quietSep 22, 7 PM — quietSep 22, 10 PM — quietYesterday, 1 AM — quietYesterday, 4 AM — quietYesterday, 7 AM — 1 piece · 1 comment — Reddit 1Yesterday, 10 AM — quietYesterday, 1 PM — quietYesterday, 4 PM — quietYesterday, 7 PM — quietYesterday, 10 PM — quietToday, 1 AM — quiet 1
Sep 15Sep 16Sep 17Sep 18Sep 19Sep 20Sep 21Sep 22now · 4:44 AM ET
  1. 1

    Battery coatings named as parallel Pfas growth market

    Producers including Gujarat Fluorochemicals pointed to Pfas coatings and binders for lithium-ion batteries used in EVs, laptops and phones as another growth area, while BASF and Archroma were named as the main firms moving away from Pfas.

    “There is a tremendous growth opportunity there…”
    — Bir Kapoor
    • rbreich.bsky.social

      As if they weren't bad enough, AI data centers — which Trump strongly supports — could drive a surge in "forever chemical" production. And that's after Trump's EPA already approved new forever chemical pesticides and rolled back limits on them in our drinking water. "Make America Healthy Again."

      rbreich.bsky.socialBluesky8d ago1.8k▲view on Bluesky ↗
    2 more of the top 3 · 20 posts in this stretch
    • inquiline@assemblag.es

      uh, ok "Despite alarm over the chemicals, which have been linked to cancer, a survey of the 10 biggest manufacturers found most had plans to increase production" https://www. theguardian.com/environment/20 26/sep/14/pfas-firms-tidal-wave-forever-chemicals-ai-industry-demand-datacentres # pollution # PFAS

      inquiline@assemblag.esMastodon9d ago35▲view on Mastodon ↗
    • The fact that you think that cloud gaming was ever a possibility kinda invalidates your opinion on GPU centers. The input/output bandwidth to computation ratio is close to one in gaming, so it was always going to be a cost prohibitive redundancy to do cloud rendering unless you had a fiber link, in which case it was basically a co-located GPU that…

      heresyforfunnprofitr/energy5d agoview on r/energy ↗
    all of them →
  2. background

    Campaigners and critics warn of health and regulatory risks — Opponents said the non-degrading chemicals pose a long-term threat to human and planetary health and that expanded production could undermine nascent Pfas restrictions in Europe, the UK and parts of the US; critics also noted Chemours was recently ordered to pay $450m to settle a lawsuit over Pfas discharges.

  3. background

    Manufacturers cite AI datacentre cooling and chip demand — Daikin said it was launching a "datacentre hub", Arkema is building a $60m Kentucky refrigerant plant, and Chemours cited demand from "advanced datacenters and AI hardware" for its liquid cooling products.

  4. background

    ChemSec survey finds top Pfas makers plan output expansion — A survey of the 10 biggest Pfas manufacturers by Swedish watchdog ChemSec found nearly all had plans to increase production at sites in Europe, Asia and North America, driven largely by AI-related demand.

Also covered reported alongside — the timeline has no entry for these yet

  1. first by theguardian.com, 10d ago · also Guardian Environment, Guardian

  2. first by Mastodon, 6d ago · also Fortune

What people are saying 14 voices from 2 sites · best of 20 · verbatim