Chemours Co Stock Price, News & Analysis

Chemours (NYSE: CC) has released its 2024 Sustainability Report, highlighting significant progress towards its Corporate Responsibility Commitment (CRC) goals. The company achieved a 76% reduction in fluorinated organic chemical emissions since 2018, a 52% reduction in Scope 1 and 2 greenhouse gas emissions, and reached its 2030 Sustainable Offerings goal six years early with 50% of revenue now coming from products contributing to UN Sustainable Development Goals.

Under new CEO Denise Dignam's leadership, Chemours introduced sustainable innovations including liquid cooling solutions for data centers that can reduce cooling energy use by up to 90% and advanced EV battery binders that can reduce manufacturing footprint by 75% and energy consumption by approximately 47%.

Chemours (NYSE: CC) has announced strategic agreements with SRF Limited to strengthen its global supply chain for fluoropolymers and fluoroelastomers by 2026. The collaboration leverages SRF's manufacturing capabilities in India to produce essential materials used in semiconductor, automotive, aerospace, chemical processing, and oil and gas industries.

The partnership aligns with Chemours' Pathway to Thrive strategy, focusing on higher-value applications while requiring no upfront capital investment. The agreement will enhance Chemours' operational flexibility and ensure reliable product supply for customers worldwide by combining SRF's manufacturing excellence with Chemours' product technology and quality standards.

Chemours (NYSE:CC) announced that Samsung Electronics has successfully qualified its Opteon™ two-phase immersion cooling fluid for use with Samsung's generation four Solid State Drive (SSD). This marks a significant milestone as Opteon™ becomes the first two-phase immersion cooling fluid approved by Samsung.

The qualification process involved collaboration with Liquid Stack and PKI Corporation, utilizing a commercial scale 48U immersion cooling tank. The technology demonstrates impressive efficiency metrics, including 40% lower energy consumption, 90% reduction in cooling energy use, and 60% reduced space requirements while nearly eliminating water usage.

Samsung has developed a proprietary high-reliability test standard based on Open Compute Project (OCP) standards, which Opteon™ successfully passed. Testing for subsequent SSD generations will commence in the coming months.

Chemours (NYSE:CC) reported Q2 2025 financial results with Net Sales of $1.6 billion, up 4% year-over-year. The company posted a Net Loss of $381 million ($2.54 per diluted share), compared to Net Income of $60 million in Q2 2024, primarily due to litigation-related charges from the New Jersey settlement.

Key highlights include Adjusted EBITDA of $253 million, up 22% from prior year, driven by strong performance across segments. The Thermal & Specialized Solutions segment saw 65% growth in Opteon™ Refrigerants. The company reached a settlement with New Jersey for environmental claims, including PFAS, with payments over 25 years valued at approximately $250 million.

For Q3 2025, Chemours expects Net Sales to decrease 4-6% sequentially with Adjusted EBITDA projected between $175-195 million. Full-year 2025 guidance projects Net Sales of $5.9-6.0 billion and Adjusted EBITDA of $775-825 million.

Chemours (NYSE: CC) has scheduled its second quarter 2025 earnings release and conference call. The company will release its Q2 2025 financial results after market close on Tuesday, August 5, 2025.

The earnings conference call will be held at 8:00 a.m. Eastern Daylight Time on Wednesday, August 6, 2025. Management will post additional prepared financial remarks in the "Events and Presentations" section of the company's investor relations website before the call. The webcast will be accessible to the public through the company's investor relations website at investors.chemours.com.

Chemours (NYSE: CC) has updated its Q2 2025 outlook with mixed performance across segments. The Thermal & Specialized Solutions (TSS) segment expects a 25% sequential increase in Net Sales and 40% increase in Adjusted EBITDA, driven by strong Opteon Refrigerants demand. Advanced Performance Materials (APM) projects a 25% sequential Adjusted EBITDA increase with low teens sales growth. However, Titanium Technologies (TT) faces challenges, with Adjusted EBITDA projected to decline 15% due to operational disruptions, including $15M in costs from rail line service interruptions and $10M from other operational issues. Overall, consolidated Net Sales are expected to show a mid-teens sequential increase, with Adjusted EBITDA projected between $215-225M and positive Free Cash Flow for Q2.

Chemours (NYSE: CC) has appointed Matthew Conti as Chief Human Resources Officer (CHRO), effective June 2, following an extensive external search. Conti will lead the global HR organization and oversee talent strategy, organizational development, employee engagement, and culture initiatives to support Chemours' Pathway to Thrive strategy. With over 20 years of HR leadership experience, Conti previously served as CHRO at Vantage Specialty Chemicals and held senior positions at Ingredion Corporation and Precision Castparts Corporation. He holds a BA in Economics from Kalamazoo College and an MBA from London Business School. Based at Chemours' headquarters in Wilmington, Delaware, Conti will be a key Executive Team member, focusing on aligning human capital priorities with business objectives.

Chemours (NYSE: CC) has appointed Nathan Blom as Vice President of its liquid cooling portfolio, effective June 9, 2025. Blom brings over 20 years of executive leadership experience in technology and data center infrastructure, previously serving as Co-CEO and CCO at Iceotope Technologies. The appointment aligns with Chemours' "Pathway to Thrive" strategy, focusing on liquid cooling as a key growth driver. Blom's prior roles include senior leadership positions at Lenovo and HP. Chemours' Opteon™ two-phase immersion cooling technology offers significant advantages, including ultra-low global warming potential, reduced water usage, 60% space reduction, and up to 40% lower energy consumption. The technology delivers a power usage effectiveness approaching 1 and reduces cooling energy use by up to 90%.

Chemours (NYSE: CC) has announced a strategic agreement with DataVolt to develop and demonstrate advanced liquid cooling solutions for data centers. The collaboration focuses on implementing two-phase direct-to-chip and immersion cooling technologies using Chemours' Opteon™ dielectric fluids, which have ultra-low global warming potential. The partnership aims to enhance data center efficiency and sustainability while meeting the growing demands of AI and next-generation chips.

The liquid cooling technology offers significant advantages, including up to 90% cooling energy reduction, 40% reduction in total cost of ownership, minimal water usage, and increased computing capacity. The solution also supports circularity by enabling heat and fluid recovery for enhanced efficiency.