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Chemours Expands Low-GWP Refrigerant Portfolio for Data Centers

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Key Takeaways

  • Chemours launched Opteon ZE and 515B for stationary chillers serving AI-driven data-center cooling needs.
  • Opteon ZE and 515B offer low GWP and are classified as ASHRAE A2L and A1 refrigerants, respectively.
  • Chemours sees growth opportunities as cooling demand rises and regulatory standards become stricter.

The Chemours Company (CC - Free Report) has launched Opteon ZE (R-1234ze(E)) and Opteon 515B (R-515B) for stationary chiller applications, targeting the growing cooling requirements of AI-driven data center infrastructure. The new products expand Chemours’ portfolio of low-global-warming-potential (GWP) refrigerants and strengthen its positioning in cooling markets.

The launch is particularly significant as artificial intelligence is increasing demand for efficient and reliable data-center cooling infrastructure. Chemours is therefore leveraging its Opteon platform to address emerging cooling requirements while supporting customers’ environmental sustainability and decarbonization objectives.

The company has been expanding its presence in data-center cooling, including Opteon ZE and Opteon 515B. These refrigerants are characterized by low GWP and classified as ASHRAE A2L and A1, respectively. It complements the existing portfolio of Opteon refrigerants used in air conditioning, refrigeration, heat pumps and across the HVACR industry.

The company also benefits from its expertise in fluorochemicals. Overall, the intellectual property portfolio Chemours is building could provide additional opportunities for growth as regulatory standards get stricter and an increasing number of data centers drive demand for advanced cooling technologies.

CC’s shares have gained 4.4% over the past year compared with the industry’s 5% rise.

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CC’s Zacks Rank & Key Picks

CC currently carries a Zacks Rank #5 (Strong Sell). 

Some better-ranked stocks in the Basic Materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Avient Corporation (AVNT - Free Report) .

While NOPMF currently sports a Zacks Rank #1 (Strong Buy), CRS and AVNT carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for NOPMF’s 2026 earnings is pinned at $1.48 per share, indicating a 202.04% year-over-year increase. NOPMF’sshares have gained 113.6% over the past year.

The Zacks Consensus Estimate for CRS’ fiscal 2027 earnings is pegged at $12.92 per share, indicating a rise of 20.07% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.39%.

The Zacks Consensus Estimate for AVNT’s current-year earnings is pinned at $3.17 per share, indicating a 12.41% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 3.4%. AVNT’sshares have gained 30.1% over the past year.

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