With demand for critical minerals picking up and new support from Washington, Chemours (CC) is back in the news. Early in 2025, President Donald Trump made it easier for several U.S. mining projects to get started, including a new Chemours project in Georgia. 

This could be a turning point for the company and the chemicals industry as a whole. Chemours, which is a major name in basic materials, has a market cap of $1.8 billion and is one of the highest-yielding stocks in its group.

This government boost comes at just the right time. The International Energy Agency says the global market for minerals used in clean energy could more than double by 2030. Let’s dive in.

About Chemours Stock 

Chemours (CC) is a big name in the chemical industry, producing titanium dioxide, refrigerants, and special resins that go into products we use every day, from plastics and paints to electronics and mining equipment. 

But the last year has been tough for Chemours’ investors. The stock has dropped more than 60% over the past 52 weeks and is down 35% so far this year. This slide shows that the company has been dealing with both industry-wide problems and its own challenges.

Even so, Chemours’ latest financial results show it’s still hanging in there. 

In 2024, net sales were $5.8 billion, down 5% year-over-year. Adjusted net income for the year dropped significantly to $182 million, and adjusted EBITDA fell from $1 billion to $786 million. 

However, the company maintained its commitment to shareholders, paying out $148 million. Its dividend currently yields and 9.15% and pays out $1 per share annually. 

Potential Turnaround Catalysts 

Chemours is starting to pick up speed thanks to a couple of smart moves. The first is its team up with Energy Fuels to help boost the U.S. supply of rare earth and other important minerals. 

By combining Chemours’ work in Georgia and Florida with Energy Fuels’ projects around the world, the companies are hoping to meet the growing need for materials used in tech and defense. This partnership comes at a good time, especially with Trump fast-tracking new project approvals in the U.S. 

Chemours is also running a new trial in Japan, testing a special fluid for cooling data centers. As more data centers are built for things like AI and high-powered computing, this technology could help Chemours become a leader in making those data centers more energy efficient and eco-friendly.

All these efforts tie back to Chemours’ strong dividend. Right now, the company pays an annual yield of 9.15%, which is much higher than the industry average of 2.82%. While this is impressive for shareholders, Chemours will need new revenue and earnings drivers to keep its payouts steady and growing. 

Analyst Sentiment and the Road Ahead for Chemours

Chemours is looking ahead to 2025 with a bit more confidence, expecting adjusted EBITDA to land somewhere between $825 million and $975 million.

Analysts are actually pretty positive about Chemours right now. 10 analysts give it a consensus “Moderate Buy” rating, and the average price target is $19.60, which means they see about 82% upside from the current price.

Conclusion 

Chemours stands out as a high-yield dividend stock with real potential for a turnaround, thanks to policy changes, bold partnerships, and forward-thinking innovation. 

While the stock has taken a beating over the past year, the company’s commitment to its dividend and its push into critical minerals and next-gen cooling tech offer reasons for optimism. With analysts eyeing significant upside and management guiding for stronger results ahead, Chemours looks like a compelling pick for investors willing to stomach some volatility in exchange for income and the chance at a meaningful rebound.