The Global Market for Per- and Polyfluoroalkyl Substances (PFAS), PFAS Restrictions, PFAS Alternatives and PFAS Remediation Technologies 2026-2036
상품코드:1926191
리서치사:Future Markets, Inc.
발행일:2026년 01월
페이지 정보:영문 396 Pages, 144 Tables, 19 Figures
라이선스 & 가격 (부가세 별도)
한글목차
세계 PFAS 시장은 규제 강화, 소송 증가, 기업의 단계적 폐지 노력 가속화로 인해 근본적인 변화의 과정에 있습니다. PFAS 화학물질 시장은 특정 지역과 용도에서 완만한 성장을 지속하고 있지만, 이러한 궤적은 규제 강화로 인해 산업 전반 수요 패턴이 재편되고 있는 중대한 변화를 가리고 있습니다. 처리 및 정화 부문은 전 세계적으로 가장 빠르게 성장하는 환경 시장 중 하나이며, 오염 우려에 대한 전례 없는 규제 및 사회적 대응을 반영하고 있습니다. 이에 따라 PFAS는 금세기를 대표하는 환경 이슈 중 하나로 떠올랐습니다.
규제 환경은 광범위한 제한안에서 특정 용도에 대한 금지로 진화하고 있습니다. 유럽연합(EU)은 당초 수천 종의 PFAS 화합물을 전면 금지하는 방안을 검토했으나, 보다 집중적인 접근 방식을 채택하여 구체적인 금지 사항을 확정했습니다. 구체적으로 2026년 4월부터 시행되는 식품 포장의 PFAS 금지, 3세 이하 제품부터 시작되는 장난감에 대한 PFAS 제한, 그리고 2026년 초에 추가 조치가 예정되어 있습니다. 영국은 브렉시트 이후 REACH 규정을 최종 조정 중에 있으며, EU의 요구사항과 차이가 발생할 수 있습니다. 미국에서는 규제 환경이 분열되어 있으며, EPA는 CERCLA에 따른 특정 PFAS의 유해물질 지정을 옹호하는 한편, Safe Drinking Water Act의 규제 재검토를 진행하고 있습니다. 미시간, 뉴저지, 버몬트, 캘리포니아 등 각 주마다 최대 오염물질 농도가 크게 다르며, 주정부 차원의 요구사항도 크게 다릅니다.
기업의 대응이 눈에 띕니다. International Chemical Secretariat의 주요 화학기업 평가에 따르면, 3분의 1이 PFAS 생산에서 완전히 철수할 것을 약속했습니다. 주요 노력으로는 3M의 지속적인 전환, BASF의 5개년 단계적 폐지 계획, 최근 발표된 EcoLab의 철수 일정 등을 들 수 있습니다. 이러한 노력은 규제 대응과 소송 리스크에 의해 추진되고 있습니다. BASF만 해도 수천 건의 PFAS 관련 소송에 직면해 있으며, 업계의 대규모 합의 사례는 선례가 되어 타사의 철수 결정에 영향을 미치고 있습니다. 투자자들의 압력도 이러한 추세에 힘을 실어주고 있으며, 주요 자산운용사들은 기업의 PFAS 철회를 긍정적인 발전으로 간주하고 다른 회사들도 이를 따르도록 유도하고 있습니다.
대체품 시장은 제조업체들이 각 중요 용도에서 PFAS가 없는 솔루션을 찾고 있는 가운데 빠르게 성장하고 있습니다. 발수 코팅에서는 실리콘계 DWR 처리, 덴드리머-하이퍼브랜치 폴리머 시스템, 나노 구조 표면 기술, 졸겔 코팅이 불소계 기존 제품과 동등한 성능을 달성하기 위해 발전하고 있습니다. 열매체 대체품으로는 엔지니어링 탄화수소, 실리콘 오일, 물-글리콜 시스템, 첨단 미네랄 오일 제제 등이 기존 불소계 유체가 주류를 이루던 반도체 제조, 데이터센터 냉각, 전기차 배터리 열관리 용도에 대응하고 있습니다. 윤활유 대체품(합성 에스테르, 폴리알킬렌 글리콜, 실리콘 기반 제품, 바이오 제품, 그래핀 및 나노 다이아몬드가 포함된 나노 엔지니어링 윤활유)은 자동차, 산업, 항공우주, 식품 가공 응용 분야에서 PTFE 유래 제품을 대체하고 있습니다. 극한의 내화학성 및 온도 안정성이 요구되는 특정 가혹한 응용 분야에서는 여전히 성능 차이가 존재하지만, 규제 기한이 다가오고 공급망이 새로운 재료 요구 사항에 적응함에 따라 2036년까지 대체품 시장이 크게 확대될 것으로 예측됩니다.
PFAS 시장에서 가장 높은 성장률을 보이고 있는 분야는 복구 기술 부문으로, 규제 접근법이 봉쇄에서 제거로 패러다임이 전환되고 있음을 반영하고 있습니다. 상용화가 임박한 신기술로는 고온, 고압, 알칼리성 화학물질을 이용하여 초임계 수산화보다 낮은 작동 조건에서 PFAS를 분해하는 수열알칼리 처리(HALT)가 있으며, 2-3년 내 상용화가 가능할 것으로 예측됩니다. 플라즈마 기반 기술(초고온에서 작동하는 열 시스템과 상온에서 반응성 물질을 생성하는 비열 시스템)은 분자 수준에서 PFAS를 분해할 수 있는 길을 열어주고 있으며, 시험 단계와 실증 단계를 거쳐 현재 진행 중입니다.
이 보고서는 세계 PFAS 시장을 조사했으며, 화학물질의 생산 및 응용, 규제 제한, 새로운 대체품, 첨단 정화기술에 이르는 전체 가치사슬을 포괄하는 상세한 분석을 제공합니다.
목차
제1장 주요 요약
PFAS 서론
PFAS : 시장 개요(2026년-2036년)
PFAS 정의와 개요
PFAS 유형
PFAS 특성과 용도
환경·건강상 우려
PFAS 대체품
분석 기법
제조·취급·수입·수출
보관·폐기·처리·정화
수질 관리
대체 기술과 공급망
제2장 세계의 규제 상황
PFAS 규제 확대 영향
국제협정
유럽연합 규제
미국 규제
아시아 규제
세계의 규제 동향과 전망
제3장 특정 업계 PFAS 사용
반도체
텍스타일 및 의류
식품 포장
페인트 및 코팅
이온 교환막
에너지(연료전지를 제외한다)
윤활유 대체품
5G용 저손실 재료
화장품
소화거품
자동차
전자
의료기기
그린 수소
제4장 PFAS 대체품
PFAS 프리 이형제
비불소계 계면활성제·분산제
PFAS 프리 발수·발유 재료
불소 프리발액 표면
PFAS 프리 무색 투명 폴리이미드
열전달 유체 대체품
윤활유 대체품
제5장 PFAS 분해와 제거
PFAS 분해와 제거에 이용되는 현재 방법
생체에 좋은 방법
기업
새로운 수복·파괴 기술
제6장 PFAS 처리
정의 프레임워크 : 처리 시장과 수복 시장
서론
PFAS에 의한 환경오염 경로
규칙
PFAS 수처리
파괴 기술
PFAS 고체 처리
기업
제7장 시장 분석과 향후 전망
현재 시장 규모와 세분화
시장 역학에 대한 규제 영향
새로운 동향과 기회
PFAS 대체에의 과제와 장벽
향후 시장 예측
제8장 기업 개요(기업 60사 개요)
제9장 조사 방법
제10장 참고 문헌
LSH
영문 목차
영문목차
The global PFAS market is undergoing a fundamental transformation driven by intensifying regulatory pressure, mounting litigation, and accelerating corporate phase-out commitments. While the PFAS chemicals market continues to show modest growth in certain regions and applications, this trajectory masks significant shifts as restrictions reshape demand patterns across industries. The treatment and remediation sector represents one of the fastest-growing environmental markets globally, reflecting unprecedented regulatory and societal response to contamination concerns that have elevated PFAS to one of the defining environmental challenges of the decade.
The regulatory landscape has evolved from broad restriction proposals toward targeted, application-specific bans. The European Union, having initially considered an outright ban on thousands of PFAS compounds, has adopted a more focused approach confirming specific prohibitions: a ban on PFAS in food packaging effective April 2026, restrictions on PFAS in toys beginning with products for children aged three and under, and additional measures expected in early 2026. The United Kingdom is finalizing its post-Brexit REACH regulations, creating potential for divergence from EU requirements. The United States presents a fragmented regulatory environment, with the EPA defending its designation of certain PFAS as hazardous substances under CERCLA while simultaneously revisiting Safe Drinking Water Act regulations. State-level requirements vary significantly, with maximum contaminant levels differing substantially across jurisdictions including Michigan, New Jersey, Vermont, and California.
Corporate response has been substantial. The International Chemical Secretariat's assessment of major chemical companies found that one-third have publicly committed to exiting PFAS production entirely. Notable commitments include 3M's ongoing transition, BASF's five-year phase-out program, and EcoLab's recently disclosed exit timeline. These commitments are driven by both regulatory anticipation and litigation exposure-BASF alone faces thousands of PFAS-related lawsuits, while major industry settlements have established precedents that inform other companies' exit calculations. Investor pressure is reinforcing these trends, with major asset managers characterizing corporate PFAS exits as encouraging developments and urging other companies to follow suit.
The alternatives market is experiencing rapid growth as manufacturers seek PFAS-free solutions across critical applications. In water-repellent coatings, silicone-based DWR treatments, dendrimer and hyperbranched polymer systems, nano-structured surface technologies, and sol-gel coatings are advancing toward performance parity with fluorinated incumbents. Heat transfer fluid alternatives including engineered hydrocarbons, silicone oils, water-glycol systems, and advanced mineral oil formulations are addressing semiconductor manufacturing, data center cooling, and electric vehicle battery thermal management applications previously dominated by fluorinated fluids. Lubricant alternatives-synthetic esters, polyalkylene glycols, silicone-based formulations, bio-based products, and nano-engineered lubricants incorporating graphene and nanodiamonds-are replacing PTFE-based products across automotive, industrial, aerospace, and food processing applications. While performance gaps remain in certain demanding applications requiring extreme chemical resistance or temperature stability, the alternatives market is projected for significant expansion through 2036 as regulatory deadlines approach and supply chains adapt to new material requirements.
The remediation technology sector demonstrates the highest growth rates within the PFAS market, reflecting a paradigm shift from containment to elimination in regulatory approaches. Emerging technologies approaching commercial readiness include hydrothermal alkaline treatment (HALT), which uses high temperature, high pressure, and alkaline chemicals to destroy PFAS at lower operating conditions than supercritical water oxidation, with expected commercialization within two to three years. Plasma-based technologies-both thermal systems operating at extremely high temperatures and non-thermal systems generating reactive species at ambient conditions-offer pathways to molecular-level PFAS destruction and are progressing through pilot and demonstration stages.
The broader treatment market encompasses drinking water systems, groundwater remediation, industrial wastewater treatment, landfill leachate management, and residential point-of-use systems. Long-term market perspectives indicate that remediation will represent the largest and most durable segment, reflecting the extensive scale of existing contamination across military installations, airports, industrial facilities, and municipal systems requiring decades of sustained treatment, monitoring, and management efforts.
This comprehensive market report provides an in-depth analysis of the global per- and polyfluoroalkyl substances (PFAS) industry, covering the complete value chain from PFAS chemical production and applications through regulatory restrictions, emerging alternatives, and advanced remediation technologies. As "forever chemicals" face unprecedented regulatory scrutiny and mounting litigation worldwide, this report delivers critical intelligence for stakeholders navigating one of the most significant chemical market transformations in decades.
The PFAS market is undergoing fundamental restructuring driven by tightening regulations across North America, Europe, and Asia-Pacific, escalating corporate phase-out commitments, and breakthrough innovations in PFAS-free alternatives and destruction technologies. This report examines the market dynamics shaping the industry through 2036, providing strategic insights for chemical manufacturers, end-users across diverse industries, environmental service providers, investors, and policymakers.
The analysis encompasses the full spectrum of PFAS compounds-including long-chain and short-chain variants, fluoropolymers, perfluoropolyethers, and side-chain fluorinated polymers-across their established applications in semiconductors, textiles, food packaging, firefighting foams, automotive, electronics, medical devices, energy systems, cosmetics, and specialty coatings. Detailed examination of regulatory frameworks includes EPA federal and state-level requirements, European Union REACH restrictions including upcoming food packaging and toys bans, and emerging Asian regulations in Japan, China, South Korea, Taiwan, and Australia.
The report delivers extensive coverage of PFAS-free alternatives achieving commercial viability across critical applications: silicone-based and hydrocarbon-based water repellents, bio-based food packaging materials including polylactic acid, polyhydroxyalkanoates, and nanocellulose systems, fluorine-free firefighting foams, alternative ion exchange membranes for fuel cells and electrolyzers, and next-generation low-loss materials for 5G telecommunications. Technical performance comparisons, cost analyses, and commercialization timelines enable informed substitution planning.
Remediation and treatment technologies receive comprehensive analysis, covering established separation methods (granular activated carbon, ion exchange resins, membrane filtration) and emerging destruction technologies demonstrating commercial-scale validation. Detailed examination of electrochemical oxidation, supercritical water oxidation (SCWO), hydrothermal alkaline treatment (HALT), thermal and non-thermal plasma systems, photocatalysis, and sonochemical oxidation includes technology readiness levels, destruction efficiencies, and commercialization pathways. Market forecasts span drinking water treatment, industrial wastewater, groundwater remediation, landfill leachate management, solids treatment, and residential systems across all global regions.
Report Contents Include:
Executive summary with strategic imperatives for corporate PFAS management and industry transition benchmarks
Complete PFAS classification covering non-polymeric and polymeric variants, chemical structures, properties, and applications
Environmental fate, bioaccumulation mechanisms, toxicity profiles, and health effects driving regulatory action
Comprehensive global regulatory landscape analysis including international agreements, EU regulations, US federal and state requirements, and Asian regulatory frameworks
Industry-specific PFAS usage analysis across 14 sectors: semiconductors, textiles, food packaging, paints and coatings, ion exchange membranes, energy, 5G materials, cosmetics, firefighting foam, automotive, electronics, medical devices, and green hydrogen
Detailed alternatives assessment covering PFAS-free release agents, non-fluorinated surfactants, water and oil-repellent materials, and fluorine-free liquid-repellent surfaces
PFAS degradation and elimination methods including phytoremediation, microbial degradation, enzyme-based systems, mycoremediation, and biochar adsorption
Water and solids treatment technology analysis with market forecasts by segment, application, and region through 2036
Regional market analysis for North America, Europe, Asia-Pacific, Latin America, and Middle East/Africa
Impact assessment of regulations on market dynamics, growth in alternatives markets, and regional shifts
Emerging trends in green chemistry, circular economy approaches, and digital technologies for PFAS management
Technical and economic barriers to PFAS substitution with performance gap analysis
Short-term, medium-term, and long-term market projections through 2036
60 company profiles with technology portfolios and strategic positioning plus additional profiles for companies developing PFAS-free alternatives
144 data tables and 18 figures providing quantitative market intelligence
Companies Profiled include 374Water, Aclarity, AquaBlok, Aquagga, Aqua Metrology Systems (AMS), AECOM, Aether Biomachines, Allonia, Axine Water Technologies, BioLargo, Cabot Corporation, Calgon Carbon, Chromafora, Clariant, Claros Technologies, CoreWater Technologies, Cornelsen Umwelttechnologie GmbH, Crystal Clean, Cyclopure, Desotec, Dmax Plasma, DuPont, ECT2 (Montrose Environmental Group), Element Six, Environmental Clean Technologies Limited, EPOC Enviro, Evoqua Water Technologies, Framergy, Freudenberg Sealing Technologies, General Atomics and more.....
TABLE OF CONTENTS
1 EXECUTIVE SUMMARY
1.1 Introduction to PFAS
1.1.1 Strategic Imperatives for Corporate PFAS Management
1.1.2 Industry Benchmarks for PFAS Transition
1.2 Per- and Polyfluoroalkyl Substances (PFAS): Market Overview 2026-2036
1.2.1 Market Landscape and Regulatory Transformation
1.2.2 Regulatory Restrictions and Corporate Response
1.2.3 PFAS Alternatives Market
1.2.4 Remediation Technologies
1.3 Definition and Overview of PFAS
1.3.1 Chemical Structure and Properties
1.3.2 Historical Development and Use
1.4 Types of PFAS
1.4.1 Non-polymeric PFAS
1.4.1.1 Long-Chain PFAS
1.4.1.2 Short-Chain PFAS
1.4.1.3 Other non-polymeric PFAS
1.4.2 Polymeric PFAS
1.4.2.1 Fluoropolymers (FPs)
1.4.2.2 Side-chain fluorinated polymers:
1.4.2.3 Perfluoropolyethers
1.5 Properties and Applications of PFAS
1.5.1 Water and Oil Repellency
1.5.2 Thermal and Chemical Stability
1.5.3 Surfactant Properties
1.5.4 Low Friction
1.5.5 Electrical Insulation
1.5.6 Film-Forming Abilities
1.5.7 Atmospheric Stability
1.6 Environmental and Health Concerns
1.6.1 Persistence in the Environment
1.6.2 Bioaccumulation
1.6.3 Toxicity and Health Effects
1.6.4 Environmental Contamination
1.7 PFAS Alternatives
1.8 Analytical techniques
1.9 Manufacturing/handling/import/export
1.10 Storage/disposal/treatment/purification
1.11 Water quality management
1.12 Alternative technologies and supply chains
2 GLOBAL REGULATORY LANDSCAPE
2.1 Impact of growing PFAS regulation
2.2 International Agreements
2.3 European Union Regulations
2.4 United States Regulations
2.4.1 Federal regulations
2.4.1.1 Current EPA Regulatory Actions and Policy Environment
2.4.1.1.1 CERCLA Hazardous Substances Designation
2.4.1.1.2 Wastewater Treatment and Biosolids
2.4.1.1.3 Safe Drinking Water Act Developments
2.4.1.1.4 State-Level Regulatory Fragmentation
2.4.2 State-Level Regulations
2.4.2.1 Drinking Water Standards
2.4.2.2 Product Bans
2.5 Asian Regulations
2.5.1 Japan
2.5.1.1 Chemical Substances Control Law (CSCL)
2.5.1.2 Water Quality Standards
2.5.2 China
2.5.2.1 List of New Contaminants Under Priority Control
2.5.2.2 Catalog of Toxic Chemicals Under Severe Restrictions
2.5.2.3 New Pollutants Control Action Plan
2.5.3 Taiwan
2.5.3.1 Toxic and Chemical Substances of Concern Act
2.5.4 Australia and New Zealand
2.5.5 Canada
2.5.6 South Korea
2.6 Global Regulatory Trends and Outlook
2.6.1 European Union Regulatory Evolution
3 INDUSTRY-SPECIFIC PFAS USAGE
3.1 Semiconductors
3.1.1 Importance of PFAS
3.1.2 Front-end processes
3.1.2.1 Lithography
3.1.2.2 Wet etching solutions
3.1.2.3 Chiller coolants for dry etchers
3.1.2.4 Piping and valves
3.1.3 Back-end processes
3.1.3.1 Interconnects and Packaging Materials
3.1.3.2 Molding materials
3.1.3.3 Die attach materials
3.1.3.4 Interlayer film for package substrates
3.1.3.5 Thermal management
3.1.4 Product life cycle and impact of PFAS
3.1.4.1 Manufacturing Stage (Raw Materials)
3.1.4.2 Usage Stage (Semiconductor Factory)
3.1.4.3 Disposal Stage
3.1.5 Environmental and Human Health Impacts
3.1.6 Regulatory Trends Related to Semiconductors
3.1.7 Exemptions
3.1.8 Future Regulatory Trends
3.1.9 Alternatives to PFAS
3.1.9.1 Alkyl Polyglucoside and Polyoxyethylene Surfactants
3.1.9.2 Non-PFAS Etching Solutions
3.1.9.3 PTFE-Free Sliding Materials
3.1.9.4 Metal oxide-based materials
3.1.9.5 Fluoropolymer Alternatives
3.1.9.6 Silicone-based Materials
3.1.9.7 Hydrocarbon-based Surfactants
3.1.9.8 Carbon Nanotubes and Graphene
3.1.9.9 Engineered Polymers
3.1.9.10 Supercritical CO2 Technology
3.1.9.11 Plasma Technologies
3.1.9.12 Sol-Gel Materials
3.1.9.13 Biodegradable Polymers
3.2 Textiles and Clothing
3.2.1 Overview
3.2.2 PFAS in Water-Repellent Materials
3.2.3 Stain-Resistant Treatments
3.2.4 Regulatory Impact on Water-Repellent Clothing
3.2.5 Industry Initiatives and Commitments
3.2.6 Alternatives to PFAS
3.2.6.1 Enhanced surface treatments
3.2.6.2 Water-Repellent Coating Alternatives
3.2.6.3 Non-fluorinated treatments
3.2.6.4 Biomimetic approaches
3.2.6.5 Nano-structured surfaces
3.2.6.6 Wax-based additives
3.2.6.7 Plasma treatments
3.2.6.8 Sol-gel coatings
3.2.6.9 Superhydrophobic coatings
3.2.6.10 Biodegradable Polymer Coatings
3.2.6.11 Graphene-based Coatings
3.2.6.12 Enzyme-based Treatments
3.2.6.13 Companies
3.3 Food Packaging
3.3.1 Sustainable packaging
3.3.1.1 PFAS in Grease-Resistant Packaging
3.3.1.2 Other applications
3.3.1.3 Regulatory Trends in Food Contact Materials
3.3.2 Alternatives to PFAS
3.3.2.1 Biobased materials
3.3.2.1.1 Polylactic Acid (PLA)
3.3.2.1.2 Polyhydroxyalkanoates (PHAs)
3.3.2.1.3 Cellulose-based materials
3.3.2.1.3.1 Nano-fibrillated cellulose (NFC)
3.3.2.1.3.2 Bacterial Nanocellulose (BNC)
3.3.2.1.4 Silicon-based Alternatives
3.3.2.1.5 Natural Waxes and Resins
3.3.2.1.6 Engineered Paper and Board
3.3.2.1.7 Nanocomposites
3.3.2.1.8 Plasma Treatments
3.3.2.1.9 Biodegradable Polymer Blends
3.3.2.1.10 Chemically Modified Natural Polymers
3.3.2.1.11 Molded Fiber
3.3.2.2 PFAS-free coatings for food packaging
3.3.2.2.1 Silicone-based Coatings:
3.3.2.2.2 Bio-based Barrier Coatings
3.3.2.2.3 Nanocellulose Coatings
3.3.2.2.4 Superhydrophobic and Omniphobic Coatings
