Ticker: $CC, Chemours Company
So why this company and why minerals?
Minerals are hot right now; tariffs from the USA and China withholding critical minerals means that the world needs to adapt. Look at the example of China prevening any Gallium from being sold to the USA. This creates a need, and a need creates the market. [https://cen.acs.org/policy/trade/Firms-brace-China-ban-exports/102/web/2024/12](https://cen.acs.org/policy/trade/Firms-brace-China-ban-exports/102/web/2024/12)
Chemours is one of the biggest TiO2 companies globably. They take in ore which they refine to TiO2 to make paints, coatings, whatever, etc. Not interesting, but, they bring in a ton of ore, and recently (March 2025) they announced a strategic partnership with Energy Fuels (UUUU) to Create a Domestic Supply Chain of Critical Minerals for the United States. [**https://investors.chemours.com/news-releases/news-release-details/chemours-and-energy-fuels-forming-strategic-alliance-create**](https://investors.chemours.com/news-releases/news-release-details/chemours-and-energy-fuels-forming-strategic-alliance-create) In that article you can see Chemours has mines in Florida and Georgia where it currently gets its ores in addition to locations around the world.
The ores are key. Now let's do some mild speculation. Here are the critical minerals for USA/Critical Minerals Alliances, [**https://www.metaltechnews.com/home/cms\_data/dfault/photos/stories/id/7/3/673/76194.pdf**](https://www.metaltechnews.com/home/cms_data/dfault/photos/stories/id/7/3/673/76194.pdf)
* Cobalt
* Graphite
* Lithium
* Nickel
* Rare earths (i.e. the lanthanide group and related elements)
* Gallium
* Indium
* Manganese
* Niobium
* Tellurium
* Vanadium
The major minerals that contain Titanium are Ilmenite (FeTiO3), Leucoxene, and the more expensive Rutile (TiO2). Chemours is specifically leveraged to use poor quality ores. Look up there history, I am not interested in pulling it, but essentially that means they can use impure ore and refine it to TiO2. Here are some of their statements on what they receive from their mines. [**https://www.chemours.com/en/about-chemours/global-reach/wayne-county**](https://www.chemours.com/en/about-chemours/global-reach/wayne-county)**,** [**https://www.chemours.com/en/about-chemours/global-reach/wayne-county**](https://www.chemours.com/en/about-chemours/global-reach/wayne-county)
Now, let's look at one of the major ores they use, Ilmenite. Yes, this ore is primarily Titanium, Iron (I will come back to this) and Oxygen. Super boring, I know, but what are the trace minerals? Remember, they use a ton of this ore. Everytime you paint a wall, make a plastic container, build pretty much anything that is white or pretty much any color, you use TiO2; even when you use that toilet paper to shit post, guess what, TiO2! So they use a ton of this ore. So, what are the trace minerals? [https://www.handbookofmineralogy.org/pdfs/ilmenite.pdf](https://www.handbookofmineralogy.org/pdfs/ilmenite.pdf)
* **Vanadium (V)** \- commonly present in small amounts (depends on source), **CHECK!**
* **Chromium (Cr)** \- often found as minor impurities
* **Magnesium (Mg)** \- sometimes present,
* **Manganese (Mn)** \- minor amounts, **CHECK!**
* **Nickel (Ni)** \- trace levels possible, **CHECK!**
* **Zirconium (Zr)** \- occasionally present
* **Rare Earth Elements (REEs)** \- sometimes detected in low concentrations, **Not really, but CHECK** See below for support they are interested in rare earth metals **,**[**https://www.icis.com/explore/resources/news/2022/10/17/10815713/us-chemours-starts-up-tio2-mineral-sands-mine/**](https://www.icis.com/explore/resources/news/2022/10/17/10815713/us-chemours-starts-up-tio2-mineral-sands-mine/)
So, where does that leave us? They have announced a partnership for refining the ores and have ore with plenty of valuble resources, and they could build or are building the expertise to leverage those components. If we use are sub-room temp IQ that means, tendies! I use the braindead examples of UUUU, MP, LAC, minerals are in, a 100%, 200%, 300%, increase is totally possible. They could be a real supplier in these critical minerals. But, wait, what about all of that Iron? Here are some important uses for Iron as battery materials. [https://investor.vistracorp.com/2022-01-24-Vistra-Announces-Expansion-of-Worlds-Largest-Battery-Energy-Storage-Facility](https://investor.vistracorp.com/2022-01-24-Vistra-Announces-Expansion-of-Worlds-Largest-Battery-Energy-Storage-Facility)
[https://www.cnbc.com/2021/04/01/apple-will-use-tesla-megapack-batteries-at-its-solar-farm-facility.html](https://www.cnbc.com/2021/04/01/apple-will-use-tesla-megapack-batteries-at-its-solar-farm-facility.html)
Well, the critical use of Lithium Iron Phosphate Batteries (LPF) is recent (\~5 YEAR) with critical innovation for electrical grid security. The USA will need more of those to help even and enhance the grid. But, who are the major suppliers? Why would we care about LPF? Is this a good source, Idk, I am tired. [https://www.bntbattery.com/news/top-10-global-lithium-iron-phosphate-lfp-battery-cell-manufacturers/](https://www.bntbattery.com/news/top-10-global-lithium-iron-phosphate-lfp-battery-cell-manufacturers/)
* **CATL (Contemporary Amperex Technology Co., Ltd.** China
* **BYD** China
* **Gotion High‑Tech** China
* **EVE Energy** China
* **SVOLT** China
* **REPT Battero**, China
* **Envision AESC,** China
* **Lishcen Battery,** China
* **Great Power**, China
* **Wanxiang A123**, China
Hmmm, I guess there might be a problem here. If an American company decided to start refining LPF or at least Iron for LPF, they could have a significant tariff and home town advantage. If you think Chemour is not, I think you are a fool.
The bad: PFAS, enough said, they have the liability, but they are a huge minerals company waiting to happen.
I don't have much money left, yes I was diagnosed, so here goes what I have left for some shares!
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TL:DR Chemours + Minerals = Good, Go to $50 a share!