Chemours Co Stock Price, News & Analysis

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.

Chemours (NYSE: CC) has announced a strategic partnership with Navin Fluorine to manufacture Opteon™ two-phase immersion cooling fluid, starting in 2026. The collaboration is part of Chemours' expanded Liquid Cooling Venture, aimed at addressing growing cooling demands in advanced data centers and AI hardware.

The innovative Opteon™ fluid features an ultra-low global warming potential of 10 and a power usage effectiveness approaching 1. Compared to traditional cooling technologies, it offers significant benefits including: up to 40% lower energy consumption, up to 90% reduction in cooling energy use, 60% reduced space requirements, and near elimination of water usage. This technology aims to help reduce data center total cost of ownership through decreased energy, water, space, maintenance, and capital expenditure demands.

The partnership marks a crucial step toward commercialization of Chemours' comprehensive portfolio of data center cooling solutions, leveraging their 90-year expertise in thermal management.

Chemours (NYSE: CC) reported Q1 2025 financial results with Net Sales of $1.4 billion, flat year-over-year. The company posted a Net Loss of $4 million ($0.03 per share), compared to Net Income of $54 million ($0.36 per share) in Q1 2024. Adjusted EBITDA decreased to $166 million from $191 million year-over-year. Key highlights include: - Opteon™ Refrigerants achieved 40% year-over-year growth - Signed manufacturing agreement with Navin Fluorine for immersion cooling fluid - Announced 65% reduction in quarterly dividend to $0.0875 per share - Net leverage ratio approximately 5.0x - Full-year 2025 Adjusted EBITDA guidance of $825-950 million Segment performance: - Thermal & Specialized Solutions: Net Sales up 3% to $466M - Titanium Technologies: Net Sales up 1% to $597M - Advanced Performance Materials: Net Sales down 3% to $294M

Chemours (NYSE: CC) has scheduled its first quarter 2025 financial results announcement for Tuesday, May 6, 2025, after market close. The company will host a conference call to discuss the results on Wednesday, May 7, 2025, at 8:00 a.m. Eastern Daylight Time.

The conference call will be accessible to the public through a webcast available on the company's investor relations website. Presentation slides will accompany the discussion, and a replay of the webcast will be made available on investors.chemours.com.

Chemours (NYSE: CC) and Energy Fuels Inc. have announced a strategic alliance to strengthen U.S. domestic rare earth and critical mineral supply chains. The partnership leverages both companies' complementary capabilities and geographic synergies.

Energy Fuels is developing new heavy mineral sands projects in Madagascar, Brazil, and Australia, aimed at producing significant quantities of rare earth elements, titanium ilmenite, and zircon minerals. Meanwhile, Chemours operates heavy mineral sands mining and separation facilities in Florida and Georgia.

The alliance builds upon the companies' existing four-year collaboration and aims to reduce U.S. dependence on foreign sources for critical minerals essential to energy, defense, and advanced manufacturing. The initiative has received support from key political figures, including Senator Mike Lee (R-UT) and other representatives, who emphasize its importance for America's economic and national security.

Energy Fuels (NYSE: UUUU) and Chemours (NYSE: CC) announced a strategic alliance to strengthen U.S. domestic rare earth and critical mineral supply chains. The partnership leverages Energy Fuels' development of heavy mineral sands projects in Madagascar, Brazil, and Australia, alongside Chemours' existing mining operations in Florida and Georgia.

Energy Fuels, a leading U.S. rare earth elements producer, operates the White Mesa Mill in Utah - the only fully licensed conventional uranium processing facility in the United States. The company produces rare earth elements, vanadium oxide, and is exploring medical isotope recovery potential.

The alliance aims to capitalize on complementary geographic and operational synergies between both companies to address America's critical mineral supply chain challenges, particularly in rare earth elements, titanium, and zirconium production.