
⚙️ 1. Severe shortage of raw material supply
Impact of natural disasters in Southeast Asia
The main sources of coconut shells in the world (Thailand, Indonesia, etc.) suffered from drought, pests and diseases and abnormal rainfall in 2024, resulting in a reduction in coconut production. For example, Thailand's fragrant coconuts were reduced due to drought, Indonesia's coconut shell collection efficiency decreased, and the supply of raw materials shrank.
Low yield of raw materials
The yield of coconut shells processed into activated carbon is only 20%-30%, which further aggravates the raw material gap.
Adjustment of production policy
Indonesia strengthens the export management of fresh coconuts, and Vietnam increases the export tax rate to 30%, resulting in coconut shell resources being supplied to local processing plants first, and the international circulation volume is reduced.