Driving Shareholder Returns
33
23
Nafion TM Products to Drive Diesel and Hydrocarbon Parity
Fuel Cell Diesel Parity
Total Cost of Ownership
Efficiency
High Temperature Performance
Hydrogen Crossover
Durability
Power
Circularity
Membrane
Efficiency
50¢ per mile
+
Water Electrolysis Hydrocarbon Parity
Efficiency
Durability / Swelling
Hydrogen Crossover
Conductivity
Circularity
Membrane
Efficiency
F
2020
2025
2028
2030
2020
2025
Chemours Target
to Demonstrate Recyclability
($ in millions)
$2 per kg H₂
PEM Membrane TAM Outlook (thru 2030)1
Hydrogen diesel parity driving
market adoption
1,505
927
1,901
2,280
2,777
CAGR
42%
1,589 CAGR
1,273
39%
572
1,006
401
750
240
549
368
260
161
2030
2023
2024
2025
2026
2027
2028
2029
2030
Base Case
■Best Case
Source: The Chemours Company
A Significant Market Opportunity for Chemours
1 IHS, GlobalData, JV and internal Chemours analysis
Chemours™View entire presentation