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Federal Register Public Inspection — Environmental Protection AgencyDoubao · 实盘不做把握 8/10不做原因:标的无直接敞口
北京时间·🕒 发布 20:45:00(美东 08:45)·⟳ 抓取 20:45:43回填·⚡ 决策 10-13 20:49:56·14.0 天前

EPA拟将三氯乙烯(TCE)TSCA合规截止日延至2027年12月31日,涉及化工加工商与HFC-134a制冷剂厂商

这是一份仅处提案阶段的程序性合规延期,EPA自身量化的全行业年化成本节约仅4万–6万美元、现值62万–65万美元,对任何上市公司营收/市值均不具materiality;唯一具名企业Orbia所得也只是约6.5个月单步骤缓冲,方向虽偏正面但没有可交易的盈利弹性,亦无明确A股/港股映射标的。

📄 原文Federal Register Public Inspection — Environmental Protection Agency↗ 原文
[Proposed Rule] Regulation under the Toxic Substances Control Act: Trichloroethylene
BILLING CODE 6560-50-P ENVIRONMENTAL PROTECTION AGENCY 40 CFR Part 751 [EPA-HQ-OPPT-2026-7327; FRL-13574-01-OCSPP] RIN…
不做 Orbia Advance Corporation(ORBIA.MX)
唯一具名直接受益方,但仅获约6.5个月单步骤合规缓冲;EPA量化全行业年化减负仅4万–6万美元,相对Orbia体量无materiality,且规则仍为提案,不具可交易edge。
不做 PPG Industries(PPG.US)
行业性、间接且未单独量化的合规便利,PPG请愿此前已撤回;数十万美元级全行业影响对其市值不构成催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

EPA拟延TCE合规期限属于轻微去监管动作,但官方测算全行业增量影响不足百万美元且仍在公示阶段,对Orbia、PPG等均不构成可交易催化,回避。

🔎 新鲜度:最早出现 2026-10-13 · 扩散 low · price-in 风险 low ↗ ↗

消息传播链

  1. 2026-10-13 08:45 ET首发Federal Register Public Inspection (EPA)原文 ↗
    EPA拟议规则公众查阅版发布(Filed 10/13/2026 8:45 am,出版日10/14),为本次催化的一手首发;尚处proposed rule阶段,30天评论期。

关键理由

  • 延期缓解的合规负担被EPA量化为全行业年化4万–6万美元,相对任何相关上市公司均为可忽略量级
  • 提案尚需30天评论且最终期限未定,缺乏已确认的订单/盈利增量,不具备事件驱动edge

主要风险

  • 若最终规则采纳请愿方提出的2028年更长期限并加快生效,行业情绪面或有边际变化,但量级仍不足以改变materiality判断
  • HFC-134a供需若因AIM Act配额变化出现独立行情,那是另一逻辑,不应归因于本提案

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-10-13 · 影响 invalidates
    EPA官方经济分析明确全行业现值成本节约仅62万–65万美元、年化4万–6万美元,直接证伪任何个股层面的盈利弹性。
    检索:Orbia HFC-134a TCE extension materiality / EPA cost savings estimate 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2025-09-19 · 影响 weakens
    ACC、PPG及电池联盟的三份Section 21请愿均已撤回(2025年6–9月),企业诉求强度和事件紧迫性有限。
    检索:TCE final rule petitions ACC PPG withdrawn status 原文 ↗

先例如何影响了这次决策

对本次决策的影响:未改变结论——即使先例存在小幅正向反应,materiality缺失仍决定AVOID。

方向:无可用对齐先例;检索到2025-09-17 TCE临时最终规则及2026-07-23 EPA延长全氯乙烯/四氯化碳合规期等同类TSCA延期动作,但均为低关注度程序性延期。

涨幅量级:未做事件研究定价:提案自述增量经济影响全行业年化不足10万美元,无论先例涨幅如何都不具交易意义。

形态:不适用;未见同类TSCA合规延期引发个股显著重定价的证据。

工具执行结果 · 成功 3 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 11 ms
    {"result": "search_processed_events:agent query=`epa tce trichloroethylene tsca compliance date extension december 2027 proposed rule | hfc-134a tce feedstock phase-down 75 percent orbia extension | rin 2070-al45 tce compliance e`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen
  2. web_search 成功 doubao_search · 1,779 ms
    豆包搜索结果(原始查询:Orbia Koura HFC-134a St. Gabriel Louisiana TCE TSCA extension 2026;API SearchType:web)
  3. web_search 成功 doubao_search · 1,849 ms
    豆包搜索结果(原始查询:EPA TCE rule 2024 final rule market reaction chemical companies PPG Orbia stock;API SearchType:web)

原文全文

展开原文 · 41,405 字
BILLING CODE 6560-50-P
ENVIRONMENTAL PROTECTION AGENCY
40 CFR Part 751
[EPA-HQ-OPPT-2026-7327; FRL-13574-01-OCSPP]
RIN 2070-AL45
Trichloroethylene (TCE); Regulation under the Toxic Substances Control Act (TSCA);
Compliance Date Extensions
AGENCY: Environmental Protection Agency (EPA).
ACTION: Proposed rule.
SUMMARY: The Environmental Protection Agency (EPA or Agency) is proposing to extend
certain compliance dates applicable to certain entities subject to the regulation of
trichloroethylene (TCE) under the Toxic Substances Control Act (TSCA) until December 31,
2027, including for certain chemical processors in meeting the prohibition compliance deadline
for the processing of TCE, industrial and commercial use of TCE as a processing aid, and
associated wastewater disposal; and for refrigerant manufacturers in meeting the compliance
deadline for phasing down TCE feedstock in the production of HFC-134a. This proposed
compliance extension would allow for necessary and reasonable transition periods for regulated
entities under TSCA section 6(d).
DATES: Comments must be received on or before [INSERT DATE 30 DAYS AFTER DATE
OF PUBLICATION IN THE FEDERAL REGISTER].
ADDRESSES: Submit your comments, identified by docket identification (ID) number EPAHQ-OPPT-2026-7327, using the Federal eRulemaking Portal at https://www.regulations.gov. As
required by the Administrative Procedure Act at 5 U.S.C. 553(b)(4), a plain language summary
of the rule is available at https://www.regulations.gov. Follow the online instructions for
submitting comments. Do not submit electronically any information you consider to be
Confidential Business Information (CBI) or other information whose disclosure is restricted by

statute. Additional instructions on commenting or visiting the docket, along with more
information about dockets generally, is available at https://www.epa.gov/dockets/.
FOR FURTHER INFORMATION CONTACT: For technical information contact: Simon
Regenold, Existing Chemicals Risk Management Division, Office of Pollution Prevention and
Toxics, Environmental Protection Agency, 1200 Pennsylvania Ave., NW., Washington, DC
20460-0001; telephone number: (202) 566-1537; email address: TCE.TSCA@epa.gov.
For general information contact: The TSCA Assistance Information Service Hotline,
Goodwill Vision Enterprises, 422 South Clinton Ave., Rochester, NY 14620; telephone number:
(800) 471-7127 or (202) 554-1404; email address: TSCA-Hotline@epa.gov.
SUPPLEMENTARY INFORMATION:
I. Executive Summary
A. Does this action apply to me?
You may be potentially affected by this rule if you manufacture, process, distribute in
commerce, use, or dispose of TCE, or products containing TCE. TSCA section 3(9) defines the
term “manufacture” to mean “to import into customs territory of the United States (as defined in
general note 2 of the Harmonized Tariff Schedule of the United States), produce, or
manufacture.” Therefore, unless expressly stated otherwise, importers of TCE are subject to
provisions regulating manufacture of TCE once the chemical enters the customs territory of the
United States. Potentially affected entities may be included in the following lists of North
American Industrial Classification System (NAICS) codes:
• Wood Window and Door Manufacturing (NAICS code 321911);
• Other Basic Inorganic Chemical Manufacturing (NAICS code 325180);
• Medicinal and Botanical Manufacturing (NAICS code 325411);
• All Other Miscellaneous Chemical Product and Preparation Manufacturing (NAICS
code 325998);
• Rubber and Plastics Hoses and Belting Manufacturing (NAICS code 326220);

• Rubber Product Manufacturing for Mechanical Use (NAICS code 326291); and
• Storage Battery Manufacturing (NAICS code 335911).
B. What is the agency’s authority for taking this action?
Under TSCA section 6(a) (15 U.S.C. 2605(a)), if EPA determines through a TSCA
section 6(b) risk evaluation that a chemical substance presents an unreasonable risk of injury to
health or the environment under the conditions of use, EPA must by rule apply one or more
requirements listed in TSCA section 6(a) to the extent necessary so that the chemical substance
or mixture no longer presents such risk under the conditions of use. EPA must specify
compliance dates under TSCA section 6(d) (15 U.S.C. 2605(d)) for any TSCA section 6(a) rule.
For TCE, EPA promulgated a final risk management rule under TSCA section 6(a) in 2024
(“2024 TCE Final Rule”) (Ref. 1) and an interim final rule extending compliance dates for two
specific TCE conditions of use in 2025 (“2025 TCE Interim Final Rule”) (Ref. 2). Each of these
TSCA section 6(a) actions include compliance dates pursuant to TSCA section 6(d). This action
proposes to alter some of the compliance dates finalized in 2024 or finalized in subsequent
amended rulemakings. Unless provided otherwise by law, agencies may change existing
positions (e.g., reconsider, revise, or rescind prior rules) provided that they acknowledge the
change in position, offer a reasoned explanation for the change, and take any serious reliance
interests into account. See, e.g., FDA v. Wages & White Lion Invs., L.L.C., 145 S. Ct. 898, 917
(2025); Encino Motorcars v. Navarro, 579 U.S. 211, 221 (2016); FCC v. Fox Television
Stations, Inc., 556 U.S. 502, 515 (2009); Motor Vehicle Mfrs. Ass’n v. State Farm Mut. Auto.
Ins. Co., 463 U.S. 29 (1983). For the reasons set out in Units II and III of this preamble, EPA is
proposing to revise select compliance dates. EPA is not aware of any serious reliance interests
regarding this proposal.
C. What action is the agency taking?
EPA is proposing to amend 40 CFR 751.305 and 40 CFR 751.313 to extend the
prohibition compliance dates for processing TCE as a reactant/intermediate, processing for and

industrial and commercial use of TCE as a processing aid in: process solvent used in battery
manufacture, process solvent used in polymer fiber spinning, fluoroelastomer manufacture and
Alcantara manufacture, extraction solvent used in caprolactam manufacture, precipitant used in
beta-cyclodextrin manufacture (hereinafter referred to as “industrial and commercial use of TCE
as a processing aid”), and the disposal of TCE from such processing or uses to industrial pretreatment, industrial treatment, or publicly owned treatment works from December 18, 2026, to
December 31, 2027.
EPA is also proposing to amend 40 CFR 751.307 to extend the compliance timeframe for
a step in the phase-out of processing TCE as an intermediate to manufacture HFC-134a.
Specifically, EPA is proposing to extend the compliance deadline from June 7, 2027, to
December 31, 2027, for each manufacturer of HFC-134a via processing TCE as an intermediate
to process TCE at an annual volume no greater than 75 percent of the baseline.
EPA is also proposing to amend 40 CFR 751.321 to amend the compliance deadline for
downstream notification, and the text required to be present in the SDS, to accurately reflect the
new prohibition compliance deadline for processing TCE as a reactant/intermediate, processing
for and industrial and commercial use of TCE as a processing aid, and the disposal of TCE from
such processing or uses to industrial pre-treatment, industrial treatment, or publicly owned
treatment works. The new text would be required to be updated 30 days after the publication of
the final rule.
D. Why is the agency taking this action?
EPA is proposing to address ongoing difficulties associated with compliance dates for the
2024 TCE Final Rule and 2025 Interim Final Rule for certain chemical processors and
refrigerant manufacturers due to challenges with the implementation of the respective prohibition
and phaseout, in order to provide a reasonable transition period to no longer process TCE. As
detailed further in Unit III.A.1, soon after publication of the 2024 TCE Final Rule, chemical
processors and chemical manufacturers explained to EPA that the prohibition on processing TCE

as a reactant/intermediate, and associated wastewater disposal, would cause significant hardships
to the chemical manufacturing sector because byproduct TCE at levels above the regulatory
threshold is regularly transferred between sites during the manufacture of other chemicals (Refs.
3, 4 and 5).
EPA is also concerned about the prohibition on the processing for and industrial and
commercial use of TCE as a processing aid with the same compliance date, as EPA believes it
may also warrant a more reasonable compliance timeframe for chemical processing. Due to the
regular transfer of byproduct TCE between sites during the manufacture of other chlorinated
solvents, a prohibition on processing TCE on December 18, 2026, could have significant
negative impacts on the production of other chlorinated solvents in the United States (Ref. 3).
Separately, after publication of the 2024 TCE Final Rule, EPA received information from
processors of TCE who manufacture HFC-134a about the continued need for high production of
the refrigerant past the 2024 Final Rule’s phaseout compliance dates (Ref. 6). As discussed
further in Unit III.A.2, HFC-134a manufacturers now need a longer transition period so they can
continue using a higher volume of TCE feedstock in order to meet demand for national security
and critical infrastructure (Ref. 6). EPA’s proposed amendment to the compliance deadline for
downstream notification, and the text required to be present in SDSs, is being modified to
accurately reflect the new prohibition compliance deadlines for processing being proposed in this
action.
E. What are the incremental economic impacts?
EPA evaluated the potential incremental economic impacts and determined that these
changes would have minimal impacts on the estimated costs and benefits of the existing actions
and would primarily result in a delay when those costs and benefits begin accruing. Quantified
costs are expected to be the same as estimated in the 2024 TCE Final Rule but will not be
incurred until the proposed compliance date extensions expire. Relying on the cost estimates in
section 7 of the economic analysis of the TCE Final Rule (Ref. 7), EPA estimates that the

proposed extension of compliance dates would result in present value cost savings of $0.62-0.65
million (2024$ in 2026), forgone health benefits of $3,795 to $7,844 (2025$), and annualized
cost savings of $ 0.04 – 0.06 million (2024$ in 2026, 3%-7% discount rate respectively, 20-year
time horizon). EPA notes that, in the event that alternative compliance timeframes are finalized
in response to comments received on this proposal, these impacts would be modified accordingly
(e.g., cost savings likely increase as the duration of the compliance timeframe extension
increases).
II. Background
On December 17, 2024, EPA published the 2024 TCE Final Rule under TSCA section
6(a) to address unreasonable risk to human health (89 FR 102568) (FRL-8317-02-OCSPP). The
2024 TCE final rule prohibits the manufacture (including import), processing, and distribution in
commerce of TCE for all uses (industrial, commercial, and consumer), while including longer
compliance timeframes with reasonable worker protections for some processing and industrial
and commercial uses until the prohibitions come into effect, so that TCE no longer presents an
unreasonable risk to workers, occupational non-users, consumers, and bystanders.
After publication of the 2024 TCE Final Rule, EPA was made aware of a previously
unidentified use of TCE as a processing aid in the manufacture of nuclear fuel and promulgated
an interim final rule in September of 2025 to amend the prohibition compliance deadlines until
September 15, 2028, to provide a reasonable transition period for that use (Ref. 2). EPA
additionally extended the deadlines for disposal of TCE to wastewater for processors of TCE as a
reactant/intermediate and certain processors and industrial and commercial users of TCE as a
processing aid to December 18, 2026, to match the prohibition compliance date for these
processing conditions of use.
EPA received three TSCA section 21 petitions concerning the 2024 TCE Final Rule:
from American Chemistry Council (ACC) on May 29, 2025 (withdrawn September 19, 2025)
(Refs. 3 and 8); from PPG Industries, Inc. on March 24, 2025 (withdrawn June 11, 2025) (Refs.

4 and 9); and from the Alliance for a Strong U.S. Battery Sector and Microporous on April 30,
2025 (withdrawn July 25, 2025) (Refs. 5 and 10). While these petitions were withdrawn, EPA
recognizes the potential merits of certain requests contained in these petitions and is planning to
address them in amendments to the rule through a future notice-and-comment rulemaking.
After issuing the TCE Final Rule, EPA received petitions for review that were
consolidated in the U.S. Court of Appeals for the Third Circuit. EPA has since announced its
intention to reconsider the TCE Final Rule.
III. Provisions of this Proposed Rule
For any TSCA section 6(a) rule, EPA must specify mandatory compliance dates that are
“as soon as practicable,” while allowing for “a reasonable transition period.” 15 U.S.C.
2605(d)(1)(B) and (E). EPA acknowledges that it is proposing a change in position from the
2024 TCE Final Rule and the 2025 TCE Interim Final Rule. EPA intended that the compliance
timeframes in these rules would be as soon as practicable while allowing for a reasonable
transition period (see Unit I.E of the 2024 TCE Final Rule, and Unit III of the 2025 TCE Interim
Final Rule). However, the Agency did not fully anticipate the challenges that certain entities are
now experiencing: for chemical processors in meeting the prohibition compliance deadline for
the processing of TCE, industrial and commercial use of TCE as a processing aid, and associated
wastewater disposal (Unit III.A); and for refrigerant manufacturers in meeting the compliance
deadline for phasing down TCE feedstock in the production of HFC-134a (Unit III.B).
Accordingly, EPA proposes that the compliance dates detailed in this Unit would be more
feasible and workable, and compliant with EPA’s obligations under TSCA section 6(d) for TCE,
than those finalized in 2024 or amended in 2025.
A. Processing TCE as a reactant/intermediate, Industrial and Commercial Use of TCE as a
Processing Aid, and their Associated Wastewater Disposal
EPA is proposing to amend the compliance deadline for the prohibition on processing
TCE as a reactant/intermediate and the industrial and commercial use of TCE as a processing aid

in certain chemical manufacturing to December 31, 2027. EPA is also proposing to amend the
compliance deadline for the prohibition on the associated disposal of TCE to wastewater by
processors of TCE and processors and industrial and commercial users of TCE as a processing
aid to December 31, 2027.
In the 2024 TCE Final Rule, EPA finalized a prohibition on processing and distributing
in commerce (including making available) of TCE as of June 16, 2025 (40 CFR 751.305(b)(2)).
EPA also finalized extended phaseouts for processing of TCE as a reactant/intermediate and
processing for and the industrial and commercial use of TCE as a processing aid to continue until
December 2026 (40 CFR 751.305(b)(9)(i)), and an exclusion from all prohibitions and
restrictions for processing (including reuse) of TCE as a byproduct when that TCE byproduct is
processed within a site-limited, physically enclosed system that is part of the same overall
manufacturing process from which the byproduct TCE was generated (40 CFR 751.301(c)).
After the publication of the 2024 TCE Final Rule, EPA received a Section 21 petition
from the ACC regarding the exclusion on byproduct reprocessing and the wastewater disposal
associated with processing TCE (Ref. 3). In response, in the 2025 TCE Interim Final Rule EPA
amended the compliance deadline from September 15, 2025, to December 18, 2026, for the
prohibition on disposal of TCE to wastewater for processors of TCE as a reactant/intermediate
and processors for and industrial and commercial users of TCE as a processing aid for certain
industrial sectors. This action aligned the disposal prohibition with the December 18, 2026,
prohibition on such uses in the 2024 Final Rule. This change responded to the concerns raised to
EPA that processing conditions of use also involve disposal of TCE to wastewater that
inadvertently was not similarly subject to the same compliance deadline (Ref. 2).
Through the Section 21 Petition and subsequent engagement, EPA was made aware after
the 2024 final rule that byproduct TCE that is present in feedstock streams is sent by railcar
between facilities to be further processed. This usually occurs between facilities of the same
company, where one site has chemical manufacturing capabilities that another does not (Refs. 3,

8, 11 and 13). If the prohibition on processing TCE goes into effect on December 18, 2026, then
the processing of byproduct TCE that travels between sites will be prohibited, along with
disposal of this byproduct TCE to wastewater. Disposal of this byproduct TCE would therefore
require incineration; if all byproduct TCE that is currently reused in a different facility must be
incinerated, it would cause significant implementation concerns, including exceeded permit
limitations and potential facility closures. Petitioners have indicated that the inability to send
unpurified chlorinated solvent product streams with byproduct TCE between facilities would
significantly disrupt the national supply chain by disproportionately impacting operations in the
manufacture of other chlorinated solvents which unintentionally produce TCE as a byproduct
(importantly perchloroethylene, carbon tetrachloride, methylene chloride, and 1,2dichloroethane) in the United States (Refs. 3, 8, 11 and 13). In the 2024 TCE Final Rule and
2025 TCE Interim Final Rule EPA did not anticipate these implications.
As such, EPA is proposing to amend the compliance deadline for the prohibition on
processing TCE as a reactant/intermediate and the wastewater disposal associated with such
processing TCE until December 31, 2027, so that regulated entities would not be held in noncompliance with the relevant requirements in the 2024 TCE Final Rule and the 2025 TCE
Interim Final Rule. EPA is also proposing to amend the compliance deadline for the prohibition
on industrial and commercial use of TCE as a processing aid because EPA believes, based on
ACC’s comments, that this condition of use also needs a longer transition period. These ongoing
difficulties (see Unit I.D.2) in complying with the prohibitions and restrictions of the TCE final
rule, particularly the need to transfer byproduct chemicals off site, warrant a longer reasonable
transition period for this group of uses than EPA expected in 2024 or 2025. Given the two years
provided for this compliance date in the 2024 TCE rule, EPA considers this extension of no more
than one year to be appropriate because it is “as soon as practicable,” while allowing for “a
reasonable transition period” (15 U.S.C. 2605(d)(1)(B) and (E)). Separately, EPA has initiated a
rulemaking under RIN 2070-AL41 through which the Agency is reconsidering various elements

of the 2024 TCE Final Rule, including various workplace exposure controls and prohibitions on
certain industrial and commercial uses.
B. Processing TCE as an Intermediate for the Manufacture of HFC-134a
EPA is proposing to amend the compliance deadline for the first phaseout reduction of
the processing of TCE as an intermediate for the manufacture of HFC-134a (1,1,1,2tetrafluroethane; CASRN 811-97-2). Under the 2024 TCE Final Rule, stakeholders processing
TCE to manufacture HFC-134a would have to cut the amount of TCE feedstock they use to 75%
of their baseline by June 7, 2027. EPA is proposing to amend the compliance deadline so that
this reduction in TCE feedstock would instead occur by December 31, 2027.
At the time of publication of the 2024 TCE Final Rule, the public comments EPA had
received from the regulated community supported this phaseout schedule. After the publication
of the 2024 TCE Final Rule, EPA received new information from Orbia Fluor & Energy
Materials (Orbia) regarding the continued need for HFC-134a for military, industrial, and
medical applications at rates higher than the 2024 TCE final rule phaseout accounted for (Refs. 6
and 12). Since the publication of the 2024 TCE Final Rule, the 2024 TCE final rule phaseout is
no longer in alignment with the AIM Act phasedown because Orbia has received more
allowances and anticipates receiving further allowances under the AIM Act to manufacture HFC134a than initially anticipated (Ref. 6). The demand for HFC-134a from users in critical
infrastructure and national security applications is now expected to remain significant through
the early 2030s (Ref. 12).
By proposing to amend the compliance deadline for the first phasedown reduction in
TCE feedstock volume to be in December instead of June 2027, EPA intends to allow time for a
reasonable transition period given the changes in AIM Act allowances received for HFC-134a
manufacture. This new compliance deadline will allow manufacturers of HFC-134a to meet
needs from critical infrastructure and national security users while allowing for a transition that
has a reasonable timeframe and will not produce unintended negative consequences. It is

important to amend this compliance date because if the June 2027 date is not changed, HFC134a manufacturers must otherwise begin curtailing their production of the refrigerant before the
demand abates, negatively impacting critical infrastructure and national security application
needs. Given the two and a half years provided for this compliance date in the 2024 TCE rule,
EPA considers this extension of no more than 6 and a half months to be appropriate because it is
“as soon as practicable,” while allowing for “a reasonable transition period” (15 U.S.C.
2605(d)(1)(B) and (E)).
Separately, EPA has initiated a rulemaking under RIN 2070-AL41 through which the
Agency is reconsidering various elements of the 2024 TCE final rule, including stakeholders’
larger issues with the use of TCE for HFC-134a manufacturing.
C. Downstream notification
In keeping with the proposed new prohibition compliance deadline for processing TCE as
a reactant/intermediate in chemical manufacturing, processing for and industrial and commercial
use of TCE as a processing aid in certain chemical manufacturing, and the disposal of TCE from
such processing or uses to industrial pre-treatment, industrial treatment, or publicly owned
treatment works, EPA also proposes to amend the downstream notification requirements of the
2024 TCE Final Rule to accurately reflect the restrictions on TCE. Accurate downstream
notification is necessary to spread awareness throughout the supply chain of the restrictions on
use of TCE under TSCA, as well as provide information to commercial end users about
allowable uses of TCE until the prohibition compliance dates. EPA recognizes that the 2024
TCE Final Rule and 2025 Interim Final Rule compliance deadlines for updating the SDS of June
16, 2025, and December 16, 2025, respectively, have already passed and as such, manufacturers,
processors, and distributors in commerce of TCE would need to update or amend their SDS
shortly after doing so already. EPA proposes that 30 days from the publication of the final rule is
a practicable time to update the SDS for manufacturers, processors, and distributors in commerce
of TCE.

IV. Requests for Comment
EPA is requesting public comment on all aspects of this proposal. EPA notes that the
proposed compliance dates may be subject to change depending on the timing of the final
rulemaking and public comment.
1. EPA requests comment on the changes proposed in this action, including whether
stakeholders have any serious reliance interests that may be impacted and, if so, how such
interests should be accounted for in any final action.
2. EPA requests comment on a stakeholder requested alternative compliance deadline of
December 18, 2028, for the TCE uses that this rule proposes to extend, and whether there is a
basis that this longer deadline, compared to the proposed date of December 31, 2027, would be
“as soon as practicable,” while allowing for “a reasonable transition period.” (15 U.S.C.
2605(d)(1)(B) and (E)) (Ref. 13).
3. EPA requests comment on an expedited (e.g. 14 day) or immediate effective date of
this extension rule because the December 18, 2026, compliance deadline is fast approaching.
V. References
The following is a listing of the documents that are specifically referenced in this
document. The docket includes these documents and other information considered by EPA,
including documents that are referenced within the documents that are included in the docket,
even if the referenced document is not physically located in the docket. For assistance in locating
these other documents, please consult the technical person listed under FOR FURTHER
INFORMATION CONTACT.
1. EPA. Trichloroethylene; Regulation under the Toxic Substances Control Act; Final
Rule. RIN 2070-AK83. Federal Register (89 FR 102568, December 17, 2024) (FRL-8317-02OCSPP). https://www.govinfo.gov/content/pkg/FR-2024-12-17/pdf/2024-29274.pdf.
2. EPA. Trichloroethylene; Regulation Under the Toxic Substances Control Act (TSCA);
Compliance Date Extension. RIN 2070-AL32. Federal Register (90 FR 44772, September 17,

2025) (FRL-8317.2-01-OCSPP). https://www.govinfo.gov/content/pkg/FR-2025-09-17/pdf/202517948.pdf.
3. Robert Simon. American Chemistry Council's Petition for Rulemaking to Reconsider
Provisions of the Trichloroethylene TSCA Risk Management Rule. (89 FR 102568, December
17, 2024). May 27, 2025. https://www.epa.gov/system/files/documents/2025-06/sec.-21-petitionacc-reconsider-tce-rm-rule-25-04529-ao-ex-1.pdf.
4. Steven F. Faeth. TSCA Section 21 Petition to Initiate a Proceeding for the Amendment
of EPA’s Final Rule for Trichloroethylene (TCE) Regarding PPG’s Section 6(g) Exemption.
March 24, 2025. https://www.epa.gov/system/files/documents/2025-05/tsca-section-21-petitionto-initiate-a-proceeding-for-the-amendment-of-epas-final-rule-for-trichloroethylene-tceregarding-ppgs-section-6g-exemption.pdf.
5. Daniel J. Feith. Alliance for a Strong U.S. Battery Sector and Microporous, LLC’s
Petition for Reconsideration of Exemption Conditions in the Final Trichloroethylene Ban. April
30, 2025. https://www.epa.gov/system/files/documents/2025-05/alliance-for-a-strong-u.s.battery-sector-and-microporous-petition-for-reconsideration-of-exemption-conditions-in-thefinal-trichloroethylene-ban_1.pdf.
6. Orbia. Letter RE: Request for TSCA Section 6(g) Exemption Rulemaking for TCE
Processing as a Raw Material in HFC-134a Production at the Orbia St. Gabriel, Louisiana
Facility. June 8, 2026.
7. EPA. Economic Analysis of the Final Regulation of Trichloroethylene Under TSCA
Section 6(a). November 2024. https://www.regulations.gov/document/EPA-HQ-OPPT-20200642-0728.
8. Robert Simon. American Chemistry Council's Withdrawal Letter for Petition for
Rulemaking to Reconsider Provisions of the Trichloroethylene TSCA Risk Management Rule,
89 FR 102568. September 19, 2025. https://www.epa.gov/system/files/documents/2025-11/
section-21_tce-rm-rule_closeout-letter-acc_10.16.2025_od-signature_er_0.pdf.

9. EPA. Letter for PPG withdrawal for Petition to Initiate a Proceeding for the
Amendment of EPA’s Final Rule for Trichloroethylene (TCE) Regarding PPG’s Section 6(g)
Exemption. June 12, 2025. https://www.epa.gov/system/files/documents/2025-06/section-21_tcerm-rule_closeout-letter-ppg_06.11.2025_od-signature_er.pdf.
10. EPA. Letter for Alliance for a Strong U.S. Battery Sector and Microporous, LLC’s
Withdrawal for Petition for Reconsideration of Exemption Conditions in the Final
Trichloroethylene Ban. July 29, 2025. https://www.epa.gov/system/files/documents/2025-07/epaletter-closing-out-april-30-2025-tsca-sec.-21-petition_0.pdf.
11. EPA. American Chemistry Council Meeting Memo. July 23, 2025.
https://www.regulations.gov/document/EPA-HQ-OPPT-2020-0642-0738.
12. Orbia. Meeting with Orbia Fluor & Energy Materials on Risk Management under
TSCA Section 6 for Trichloroethylene (TCE). May 12, 2026.
13. Sarah K Soliman. Request for an extension of the December 18, 2026, prohibition
compliance date for (1) off-site processing of feedstock streams containing trichloroethylene
(TCE) and (2) disposal of wastewater containing trace levels of TCE by chemical processors
under the December 2024 Toxic Substances Control Act (TSCA) risk management rule for TCE.
August 24, 2026.
VI. Statutory and Executive Order Reviews
Additional information about these statutes and Executive Orders can be found at
https://www.epa.gov/laws-regulations/laws-and-executive-orders.
A. Executive Order 12866: Regulatory Planning and Review and Executive Order 13563:
Improving Regulation and Regulatory Review
This action is a significant regulatory action that was submitted to the Office of
Management and Budget (OMB) for review under Executive Orders 12866 (58 FR 51735,
October 4, 1993) and 13563 (76 FR 3821, January 21, 2011). Any changes made in response to
Executive Order 12866 review have been documented in the docket.

B. Executive Order 14192: Unleashing Prosperity Through Deregulation
This action is expected to be an Executive Order 14192 deregulatory action because the
action is expected to result in cost savings, as discussed in Unit I.E.
C. Paperwork Reduction Act (PRA)
This action does not impose any new information collection activities or burden subject
to OMB review and approval under the PRA, 44 U.S.C. 3501 et seq. However, this action defers
the costs associated with paperwork and recordkeeping burden for an existing information
collection because the delayed compliance dates alter the time horizon of the collection’s
analysis. Burden is defined in 5 CFR 1320.3(b). OMB has previously approved the information
collection activities contained in the existing regulations and associated burden under OMB
Control No. 2070-0232 (EPA ICR No. 2775.02). An agency may not conduct or sponsor, and a
person is not required to respond to a collection of information that requires OMB approval
under PRA, unless it has been approved by OMB and displays a currently valid OMB control
number. The OMB control numbers for EPA’s regulations in title 40 of the CFR, after appearing
in the Federal Register, are listed in 40 CFR part 9, and included on the related collection
instrument or form, if applicable.
D. Regulatory Flexibility Act (RFA)
I certify that this action will not have a significant economic impact on a substantial
number of small entities under the RFA, 5 U.S.C. 601 et seq. In making this determination, EPA
concludes that the impact of concern for this action is any significant adverse economic impact
on small entities, and the Agency is certifying that this rule will not have a significant economic
impact on a substantial number of small entities because the rule relieves regulatory burden on
the small entities subject to the rule. This action would extend the compliance date for the
prohibition on processing TCE as a reactant/intermediate and the industrial and commercial use
of TCE as a processing aid and their associated disposal until 2028, the compliance date for the
first phase of the phaseout of TCE processing in the manufacture of HFC-134a until 2028, and

the compliance deadline for downstream notification and the text required to be present in SDSs
for TCE starting 30 days after publication of the final rule. We have therefore concluded that this
action will relieve regulatory burden for all directly regulated small entities.
E. Unfunded Mandates Reform Act (UMRA)
This action does not contain an unfunded mandate as described in UMRA, 2 U.S.C.
1531-1538, and does not significantly or uniquely affect small governments. The costs involved
in this action are estimated not to exceed $187 million in 2024$ ($100 million in 1995$, adjusted
for inflation using the GDP implicit price deflator) or more in any one year. EPA estimates the
annualized cost savings of extending compliance dates in this action to be $0.04 – 0.06 million.
F. Executive Order 13132: Federalism
This action does not have federalism implications as specified in Executive Order 13132
(64 FR 43255, August 10, 1999) because it will not have substantial direct effects on the States,
on the relationship between the national government and the States, or on the distribution of
power and responsibilities among the various levels of government.
G. Executive Order 13175: Consultation and Coordination with Indian Tribal Governments
This action does not have Tribal implications as specified in Executive Order 13175 (65
FR 67249, November 9, 2000) because it does not have substantial direct effects on one or more
Indian Tribes, on the relationship between the Federal Government and Indian Tribes, or on the
distribution of power and responsibilities between the Federal Government and Indian Tribes.
Thus, Executive Order 13175 does not apply to this action.
H. Executive Order 13045: Protection of Children from Environmental Health Risks and Safety
Risks
Executive Order 13045 (62 FR 19885, April 23, 1997) directs federal agencies to include
an evaluation of the health and safety effects of the planned regulation on children in federal
health and safety standards and explain why the regulation is preferable to potentially effective
and reasonably feasible alternatives. This action is not subject to Executive Order 13045 because

it is not a significant regulatory action under section 3(f)(1) of Executive Order 12866, and
because the EPA does not believe the environmental health or safety risks addressed by this
action present a disproportionate risk to children.
Nevertheless, as in the 2024 TCE final rule, EPA’s Policy on Children’s Health applies to
this action. The environmental health or safety risks addressed by the 2024 TCE final rule
present a disproportionate risk to children due to TCE's developmental toxicity, as described in
Unit VIII.G of that rule. However, this action would not alter the requirements of the final rule
promulgated in 2024 that addresses the unreasonable risks presented by TCE under its conditions
of use. Rather, this action would delay when entities must comply with certain provisions in
order to provide a reasonable transition period for compliance as required under TSCA section
6(d)(1)(E). Information on how the Policy was applied in the 2024 TCE final rule and on that
action’s health and risk assessments is available under Units II.C., II.D. and IV.A of the final rule
as well as in the 2020 Risk Evaluation, and the Economic Analysis for the final rule.
I. Executive Order 13211: Actions Concerning Regulations that Significantly Affect Energy
Supply, Distribution, or Use
This action is not a “significant energy action” as defined in Executive Order 13211 (66
FR 28355, May 22, 2001) because it is not likely to have a significant adverse effect on the
supply, distribution or use of energy.
J. National Technology Transfer and Advancement Act (NTTAA)
This action does not involve technical standards under NTTAA section 12(d), 15 U.S.C.
272. EPA determined that the 2024 TCE final rule involves environmental monitoring or
measurement for occupational inhalation exposures and, consistent with the Agency's
Performance Based Measurement System, decided not to require the use of specific, prescribed
analytic methods. However, this action would simply extend compliance dates as described in
Unit III.

List of Subjects in 40 CFR Part 751
Environmental protection, Chemicals, Export notification, Hazardous substances, Import
certification, Reporting and recordkeeping.
Lee Zeldin,
Administrator.

For the reasons set forth in the preamble, the EPA proposes to amend 40 CFR part 751 as
follows:
PART 751—REGULATION OF CERTAIN CHEMICAL SUBSTANCES AND
MIXTURES UNDER SECTION 6 OF THE TOXIC SUBSTANCES CONTROL ACT
1. The authority citation for part 751 continues to read as follows:
Authority: 15 U.S.C. 2605, 15 U.S.C. 2625(l)(4).
2. Amend § 751.305 by revising (b)(9) introductory text to read as follows:
§ 751.305 Prohibitions of manufacturing, processing, distribution in commerce, use and
disposal.
*****
(b) * * *
*****
(9) After December 31, 2027, except for those uses specified in paragraphs (b)(14), (23),
(24), and (27) of this section, all persons are prohibited from:
*****
3. Amend § 751.307 by revising paragraph (b)(1) to read as follows:
§ 751.307 Phase-out of processing trichloroethylene to manufacture of HFC-134a.
*****
(b) * * *
(1) Beginning December 31, 2027, each manufacturer of HFC-134a who processes TCE
as an intermediate is not permitted to process TCE as an intermediate at an annual volume
greater than 75 percent of the baseline.
*****
4. Amend § 751.313 by revising paragraph (h) introductory text to read as follows:

§ 751.313 Phase-out of disposal of TCE to industrial pre-treatment, treatment, or publicly
owned treatment works.
*****
(h) Except for those uses specified in paragraphs (b), (c), and (d) of this section, all
persons engaged in the uses specified in paragraphs (h)(i) or (ii) of this section are prohibited
from disposal of TCE to industrial pre-treatment, industrial treatment, or publicly owned
treatment works after December 31, 2027:
*****
5. Amend § 751.321 by:
a. Revising paragraph (d).
b. Adding paragraphs (f) and (g).
The revisions and additions read as follows:
§ 751.321 Downstream notification.
*****
(d) Beginning on December 16, 2025, and before [DATE 30 DAYS AFTER
PUBLICATION OF FINAL RULE IN THE FEDERAL REGISTER], each person who
manufactures (including imports), processes, or distributes in commerce TCE or any TCEcontaining products must, prior to or concurrent with the shipment, notify companies to whom
TCE is shipped, in writing, of the restrictions described in this subpart in accordance with
paragraph (e) of this section.
*****
(f) Beginning [DATE 30 DAYS AFTER PUBLICATION OF FINAL RULE IN THE
FEDERAL REGISTER], each person who manufactures (including imports), processes, or
distributes in commerce TCE or any TCE-containing products must, prior to or concurrent with
the shipment, notify companies to whom TCE is shipped, in writing, of the restrictions described
in this subpart in accordance with paragraph (g) of this section.

(g) The notification required under paragraph (f) of this section must occur by inserting
the following text in section 1(c) and 15 of the Safety Data Sheet (SDS) provided with the TCE
or with any TCE-containing product:
“After June 16, 2025, this chemical/product is and can only be domestically manufactured,
imported, processed, or distributed in commerce for the following purposes until the following
prohibitions take effect: (1) Processing as an intermediate (a) for the manufacture of HFC-134a
until June 18, 2033, and (b) for all other processing as a reactant/intermediate until December 31,
2027; (2) Industrial and commercial use as a solvent for open-top batch vapor degreasing until
December 18, 2025; (3) Industrial and commercial use as a solvent for closed-loop batch vapor
degreasing until December 18, 2025, except for industrial and commercial use in batch vapor
degreasing for land-based DOD defense systems by Federal agencies and their contractors until
December 18, 2029, and except for industrial and commercial use as a solvent for closed-loop
batch vapor degreasing necessary for rocket engine cleaning by Federal agencies and their
contractors until December 18, 2031, and except for industrial and commercial use of TCE in
closed-loop and open-top batch vapor degreasing for essential aerospace parts and components
and narrow tubing used in medical devices until December 18, 2031, and except for industrial
and commercial use as a solvent for closed-loop batch vapor degreasing for rayon fabric scouring
for end use in rocket booster nozzle production by Federal agencies and their contractors until
December 18, 2034; (4) Industrial and commercial use in processing aid (a) for lithium battery
separator manufacturing until December 18, 2029, and (b) for lead-acid battery separator
manufacturing until December 18, 2044, and (c) for specialty polymeric microporous sheet
material manufacturing until December 18, 2039, and (d) in process solvent used in battery
manufacture; in process solvent used in polymer fiber spinning, fluoroelastomer manufacture and
Alcantara manufacture; in extraction solvent used in caprolactam manufacture; and in precipitant
used in beta-cyclodextrin manufacture until December 31, 2027; (5) Industrial and commercial
uses for vessels of the Armed Forces and their systems, and in the maintenance, fabrication, and

sustainment for and of such vessels and systems until December 18, 2034; (6) Industrial and
commercial use for laboratory use (a) for essential laboratory activities until December 18, 2074
and (b) for asphalt testing and recovery using manual centrifuge processes until December 18,
2029 and for asphalt testing and recovery until December 18, 2034; and (7) Industrial and
commercial use as a processing aid in the manufacture of nuclear fuel until September 15, 2028.
*****
[FR Doc. 2026-20964 Filed: 10/13/2026 8:45 am; Publication Date: 10/14/2026]

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