Chemours stands to gain the most from an EPA rollback of PFAS restrictions as part of a secure Western supply chain. Fluoropolymers remain the most effective dielectric fluids and will dominate market share once they are re-approved. x.com 

Chemours' pitch may finally work as several drivers line up for a low-cost producer at a cheap valuation. It shares a refrigerant duopoly with newly public peer SOLS, TiO2 is coming off the bottom, and Iran-related sulphur disruption tightens Chinese competition. PFAS resolution and AI liquid cooling, a call option now near the money, add upside; the price target is $45-50 even without cooling. x.com 

Solstice Advanced Materials hides a mispriced uranium conversion monopoly. It owns Metropolis Works, the only US plant, with 20% of world UF6 supply. Old $20/kgU contracts roll off through 2028 versus $64 spot; almost all of that reset hits EBIT. Buried in specialty materials, it trades near 7.5x EBITDA versus 60x for Centrus and 70x for Cameco. Conversion alone could be worth $15B+ by 2028: $150 a share at 21x, $325-370 at peer multiples. Base case: $110-135 by end-2026, $155-190 by end-2027. … Show more

Solstice Advanced Materials is an outstanding company at a reasonable price. x.com 

Ecolab may be the best compounder of the next decade because its razor-and-blade model locks in recurring revenue in a vast, fragmented market. It installs proprietary cleaning equipment, then sells chemicals, refills and service year after year. Its $16B revenue is 9.5% of a $165B market, more than twice the next competitor, and its top customers alone offer $3.5B more. Data centers and chip fabs add demand, and it has raised its dividend for 34 straight years. x.com  x.com  x.com  x.com 

Chemicals are an obvious, overlooked layer of the AI buildout, and most of the stocks have not moved yet. Entegris is the purity play inside TSMC's Arizona fab, where one contaminant can ruin a $30,000 package. MKS supplies specialty chemicals for advanced packaging, Rogers is an indirect play on optical transceivers and high-speed switches, and Element Solutions is the most direct advanced-packaging play, with organic growth the highest since COVID. Chemours belongs in the group too. x.com  … Show more

Tronox and Chemours stand to gain as the global sulfur market tightens further. Per @robert_ivanhoe, Russia has halted exports of Kazakh sulfur through its ports on top of banning its own sulfur exports, and Morocco's state fertilizer producer OCP is cutting production 30% for lack of sulfur or sulfuric acid. x.com 

Solstice Advanced Materials is a nice AI pick, and the market has been rewarding spun-off businesses since GE split into GE, GE HealthCare and GE Vernova. x.com 

Modine Manufacturing is a pure play on data-center thermal management, and its November 18 investor day could send it higher if it confidently sets big 2028-29 targets. It already cites two hyperscalers and one neocloud as customers, and which hyperscalers they are does not matter. Its valuation, which had grown stretched along with Vertiv's, now looks more intriguing than ever. x.com 

Celanese solves the thermal bottleneck with CoolPoly, its thermally conductive plastics, yet trades at only 9x free cash flow. x.com