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The Refrigerants & Dielectric Fluids — 3M Exits, Honeywell & Chemours Step In · The Cooling Crisis — Liquid Cooling, CDUs, Chillers & Refrigerants

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Chemours
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Opteon refrigerants + legacy Vertrel/dielectric fluids stepping into 3M's exit lane.

What they do

DuPont spinout. Opteon refrigerants compete head-to-head with Honeywell Solstice . Legacy Vertrel and dielectric fluids are positioned to absorb 3M Novec demand. 2026 EBITDA guide $800–900M. Risk: PFAS liability tail (Chemours is on the hook for some of the historical Forever-Chemicals lawsuits). Higher beta than Honeywell.