Gabelli Funds will host its 17th Annual Specialty Chemicals Symposium on March 19, 2026, in Midtown Manhattan, featuring discussions with leading specialty chemicals companies on industry dynamics and trends. The event will include one-on-one meetings with management teams and webcast access for remote attendees.

The Chemours Company announced a quarterly cash dividend of $0.0875 per share on its common stock for Q1 2026, payable on March 13, 2026, to shareholders of record as of February 27, 2026.

The global fluoropolymers market is projected to grow from US$ 8.56 billion in 2023 to US$ 12.50 billion by 2032, with a CAGR of 4.3%. Growth is driven by rising demand across automotive, aerospace, electronics, and healthcare sectors, with Asia-Pacific leading market expansion. PTFE dominates with 29.6% market share due to its chemical resistance and thermal stability.

The global glycolic acid market is projected to grow at a CAGR of 5.73% from 2026 to 2032, reaching USD 461.74 Million by 2032, up from USD 295.68 Million in 2024. Growth is driven by increasing demand in personal care, pharmaceuticals, and industrial cleaning applications, though regulatory challenges and raw material price volatility pose restraints.

The global HCFO-1233zd market is experiencing rapid growth driven by regulatory mandates phasing out high-GWP refrigerants and blowing agents. The market is projected to grow from $38.18 million in 2025 to $71.34 million by 2035 at a 6.4% CAGR. North America leads with 37% market share, while insulation foam blowing agents represent the largest application segment at 51.1%. Major producers are expanding capacity to meet surging demand from construction, data centers, and industrial heat pump applications.

The hydrofluoroether (HFE) market is experiencing a critical supply shortage following 3M's strategic exit from PFAS manufacturing by end of 2025. The market is projected to grow from USD 172.60 million in 2025 to USD 383.11 million by 2035 at a CAGR of 8.3%. Despite a 15-20% undersupply in high-purity grades, demand remains inelastic due to semiconductor manufacturing and AI-driven data center cooling requirements. Competitors like AGC and Tianhe are rapidly filling the void with drop-in replacements, while pricing mechanisms are shifting toward index-linked contracts with 12-15% premiums over 2023 rates.

Alta Fundamental Advisers acquired 800,000 shares of The Chemours Company (CC) valued at $12.67 million in Q3, making it the fund's fifth-largest holding at 6.2% of AUM. Despite CC being down 32% over the past year, the significant position size suggests conviction in the company's cash-generating fundamentals, including Q3 net income of $60 million and free cash flow of $105 million.

The Fluoroelastomers (FKM) market is projected to grow from USD 1.77 Billion in 2025 to USD 2.79 Billion by 2033, driven by high demand in automotive, aerospace, and chemical industries, with a CAGR of 5.92%.

Vision One Management Partners acquired a $5.5 million stake in Enviri Corporation, a provider of environmental solutions for industrial waste streams, during Q3. The stock has risen 143% in the past year despite ongoing financial challenges.

Luminus Management sold 296,701 shares of Chemours, reducing its position to 25.1% of its portfolio, despite the company showing promising growth in Opteon refrigerants and immersion cooling technologies.

Corteva Inc. is exploring a potential breakup of its seed and pesticide businesses to mitigate future risks, with the seed unit generating $9.6 billion and pesticide unit generating $7.4 billion in 2024.

DuPont agreed to sell its Aramids business, including Kevlar and Nomex brands, to Arclin for $1.8 billion. The transaction will provide $1.2 billion in cash, a $300 million note, and a 17.5% equity stake, aligning with DuPont's strategy to streamline operations.