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tphuang
@tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack
加入 May 2009
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Jilin Carbon Valley is the force behind China's Carbon Fiber industry & wind turbine build out. This region fully integrates CNPC's 吉林石化 that produces 1.2mt ethylene plant & supplies acrylonitrile to Jilin Fiber. 吉林碳谷 use that as feedstock & CF precursor. It's world's largest precursor producer. Jilin Fiber itself has expanded from just 600t in 2020 to 74000t in 2025 in capacity. The output is then used to producing composite for wind turbine blades. Full closed loop production: 丙烯腈一原丝一碳丝一复材 2t to precursor is needed for 1t of carbon fiber The 100x growth of Jilin Fiber supply chain in 5 yr has fundamentally changed global CF industry. It has also been the driver behind mass CF adoption in China & low cost 48k tow CFRP for large wind turbine blades.
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