Component

Epoxy resin

Thermoset resin from oil and gas chemicals. Used to laminate glass cloth into FR-4 boards and to bind other composites — not an ingredient of the glass fiber itself.

Criticality Medium
Unit cost $2.2K
Quality 55 / 100
US saturation 40.0
Made in US 200,000 tonnes
Current demand 500,000 tonnes
US exports 16,000 tonnes
Opportunity score 63.1

Domestic vs international supply

US 40% Import 60%
Export 3.2%

Planned US investment, next 5 years

$250M

Expected extra output: 28,000 tonnes per year

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