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Chemours Company (the) — The Chemours Company — Technical Presentation (April 2026)
54 slides from Chemours Company (the)'s technical presentation, Apr 13, 2026
Slide 1: Navigating the SEAC Consultation
Navigating the SEAC Consultation 13 April 2026
Slide 2: Antitrust & Competition Laws
Antitrust & Competition Laws 2 External | DOs To ensure that no violation of competition law occurs in the context of a meeting, please observe the following together with the leader: PREPARATION OF THE MEETING ¥ Agenda and meeting documents must not include issues relevant to competition law. DURIN
Slide 3: Speaking Today
Speaking Today Va l e n t i n a M a u r i D r. J a c q u e s R a g o t R o s a n n a Te l e s c a Senior Director, Global Global Advocacy Director, Advanced EMEA Sales Director, Advanced Strategic Advocacy Performance Materials and Thermal Performance Materials & Specialized Solutions The Chemours C
Slide 4: Agenda
Agenda 1. Understanding the Current Phase of the PFAS Restriction and Implications for Fluoropolymers 2. Key Conclusions of the SEAC Draft Opinion 3. What SEAC Will Evaluate 4. How to Participate: Surveys and Sectors 5. Structuring an Effective SEAC Submission 6. Q&A 4 External
Slide 5: Understanding the Current Phase of the PFAS Restriction and Implications for Fluoropolymers
Understanding the Current Phase of the PFAS Restriction and Implications for Fluoropolymers Valentina Mauri Senior Director, Global Strategic 5 Advocacy
Slide 6: Recap: The PFAS Restriction
Recap: The PFAS Restriction ❑ The scientific assessment by the European Chemicals Agency (ECHA) of the EU-wide restriction proposal on PFAS submitted by five European countries is ongoing and scheduled to conclude in 2026. ❑ ECHA has two committees in the restriction process: the Committee for Risk
Slide 7: EU PFAS Restriction Timeline
EU PFAS Restriction Timeline Restriction RAC & SEAC RAC Draft Annex Dossier assessment adopts final XVII Submission of First Public opinion and 26 March to 25 Council/European Consultation SEAC adopts May: Restriction Parliament input draft opinion takes effect “Scrutiny” (tbc) Second Public (tbc) C
Slide 8: Critical Materials for Critical Applications
. Critical Materials for Critical Applications Fluoropolymers are selected for critical applications because of their unique combination of properties. For many of the most critical applications, there are currently no viable alternatives. NON-WETTING, NON-STICK LOW COEFFICIENT OF FRICTION > Unsurpa
Slide 9: A Sustainable Solution: Regulate Emissions, Don't Ban Products
A Sustainable Solution: Regulate Emissions, Don’t Ban Products A phase out of fluoropolymers will result in a gap in capabilities for innovation, products, and industries. ➢ To maintain Europe’s industrial base, it is vital to make a distinction between PFAS categories to ✓ Fluoropolymers play a str
Slide 10: Industry in EU Commits to Responsible Manufacturing
Industry in EU Commits to Responsible Manufacturing In response to the evolving EU regulatory landscape, the Fluoropolymer Product Group (FPG) has united manufacturers under a Voluntary Manufacturing Programme, committing them to the highest responsible manufacturing standards worldwide. This initia
Slide 11: Appeals for a pragmatic approach
Appeals for a pragmatic approach German Chemicals Agenda On 26 March 2026, the German Federal Minister for Economic Affairs, Katherina Reiche, and the Federal Environment Minister, Carsten Schneider, presented the results of the National Chemicals Agenda. The Federal Government advocates for a risk-
Slide 12: Appeals for a pragmatic approach
Appeals for a pragmatic approach The Antwerp Declaration, signed by 20 industry associations and 555 CEOs in 2024 AmCham EU Calling for a European Industrial Deal and restoring the business Supports protecting human health and the case for investing and producing in Europe. environment but argues th
Slide 13: Key Conclusions of the SEAC Draft Opinion
Key Conclusions of the SEAC Draft Opinion Dr. Jacques Ragot Global Advocacy Director Advanced Performance Materials and Thermal & Specialized Solutions 13
Slide 14: Results of the First Public Consultation
Results of the First Public Consultation The First Consultation in 2023 allowed stakeholders to provide input on the original restriction proposal of the Dossier Submitters. ECHA received more than 5,600 responses. ✓ In August 2025 Dossier Submitters proposed extensive derogations for the manufactur
Slide 15: Summary of Key Conclusions of the SEAC Draft Opinion
Summary of Key Conclusions of the SEAC Draft Opinion ➢ A full ban (RO1) is likely not proportionate ➢ Fluoropolymers: Critical but remain in scope Many key uses are not in ➢ Fluoropolymers are essential in critical applications with limited initial sectors (1-15) but are substitution options part of
Slide 16: Example: Transport (E.2.10 of Annex E)
Example: Transport (E.2.10 of Annex E) The Transport Sector covers: ❑ Body, hull and fuselage construction Other uses in Transport are covered ❑ Tubes and hoses in combustion engine systems in different sectors: ❑ Coatings, liners and finishes including protective coatings and paints hydrophobic coa
Slide 17: Example of Nuanced Sub-uses
Example of Nuanced Sub-uses Question: Where would you place coatings used in metered dose inhalers? 17
Slide 18: Example of Nuanced Sub-uses (cont.)
Example of Nuanced Sub-uses (cont.) Answer: None of the above 18
Slide 19: Addressing Uncertainties
Addressing Uncertainties SEAC finds that significant uncertainty remains about the restriction, largely because there is insufficient data on alternatives, their technical and economic viability, costs, benefits, and overall proportionality. ➢ It is therefore important to address uncertainties in th
Slide 20: What SEAC Will Evaluate
What SEAC Will Evaluate 20
Slide 21: Why a Second Consultation?
Why a Second Consultation? ➢ The second consultation is a targeted exercise to close remaining socio-economic evidence gaps in the SEAC draft opinion. The consultation is open to anyone, worldwide. Despite extensive input in 2023, costs and impacts are aggregated at too high a level for several sect
Slide 22: What Will Be Evaluated?
What Will Be Evaluated? Socio-economic impacts of the proposed restriction - assessing costs and benefits of restricting PFAS uses: ❑ Costs for companies (compliance, reformulation, re-qualification, redesign, certification) ❑ Impacts on downstream users, consumers, and society at large ❑ Effects on
Slide 23: What Will Be Evaluated? (cont.)
What Will Be Evaluated? (cont.) Transition timelines – Do the proposed transition periods allow: ❑ Sufficient time for substitution and scale-up ❑ Re-certification and regulatory approvals (e.g., medical, electronics, aerospace) ❑ Avoidance of disproportionate disruption or product withdrawal Sector
Slide 24: The Second (and Final) Consultation is Open
The Second (and Final) Consultation is Open ❑ The 60-day consultation on SEAC’s draft opinion runs until 25 May 2026. It is accessible via EUSurvey, and you will need to set up multi-factor authentication using the EU Login mobile app. ❑ The consultation focusses on the socio-economic impacts of the
Slide 25: How to Participate: Surveys and Sectors
How to Participate: Surveys and Sectors 25
Slide 26: The SEAC Consultation Surveys
The SEAC Consultation Surveys ECHA's Guidance and PFAS Mapping It is highly recommended to read the following documents: ✓ The SEAC Draft Opinion ✓ ECHA Guidance for Respondents ✓ ECHA’s Mapping of PFAS uses to identify: ➢ Sector ➢ Sub-use ➢ Application level assessed by SEAC ✓ Privacy Statement 26
Slide 27: Prioritized Sectors
Prioritized Sectors These 15 sectors are prioritized for targeted feedback, focusing on high-impact industries. Submit input through the Sector-specific survey. => See next page 27 External
Slide 28: Sectors Not Assessed
Sectors Not Assessed These 8 additional sectors were brought into scope in the updated Background Document but were not assessed by SEAC. Submit input through the General survey. ➢ If applications don’t fit within any of the named sectors, use the “[24] Other Sector” category ➢ Comments will be coll
Slide 29: Structure of the Consultation
Structure of the Consultation ❑ Many questions are pre-populated and require single, multiple choice, or numerical responses. Question Types ❑ Surveys do not allow attachments or tables. Links will not be ➢ Choice-based opened by SEAC. (Single/Multiple Choice) ❑ Note the number of characters permitt
Slide 30: Structuring an Effective SEAC Submission
Structuring an Effective SEAC Submission Valentina Mauri Senior Director, Global Strategic Advocacy 30
Slide 31: How to structure an effective submission
How to structure an effective submission Start from SEAC’s mandate (frame your submission correctly): ➢ SEAC is not reassessing hazard (that is RAC’s role). It is assessing whether the restriction options are proportionate, feasible, and justified from a socio-economic perspective. Every section of
Slide 32: Key Takeaways
Key Takeaways How can you help shape a science-based and proportionate regulation that ensures a continued and safe use of Fluoropolymers? An effective SEAC submission is use-based, not substance-based. ➢ Sector (as defined in the SEAC opinion or survey) ➢ Specific use ➢ Where relevant, a sub-use (t
Slide 33: Explain the use of your application and why it exists
Explain the use of your application and why it exists. Keep this concise. It sets context for the evidence that follows. Include: ➢ The function performed by the PFAS/fluoropolymer ➢ The operating conditions (temperature, pressure, chemical exposure, lifetime) ➢ Where it sits in the value chain (man
Slide 34: Socio-economic impacts of restriction
Socio-economic impacts of restriction. This is the heart of the SEAC submission. Cover, where relevant: ➢ Impacts on jobs, SMEs, and regional value chains ➢ Downstream impacts (customers, critical sectors) ➢ Safety, health, or environmental trade-offs from substitution ➢ Risk of production relocatio
Slide 35: Proportionality and recommended outcome
Proportionality and recommended outcome: Conclude each use-based submission with a clear, SEAC-relevant ask, such as 'continued use under certain conditions'. Availability and feasibility of alternatives. ➢ Alternatives assessed (material or technology) ➢ Technical feasibility (yes/no/partial) ➢ Eco
Slide 36: Q&A
Q&A Rosanna Telesca EMEA Sales Director, Advanced Performance Materials 36
Slide 37: Appendix
Appendix Links to papers mentioned in this presentation and other useful information 37
Slide 38: Detailed assessment on some of the sectors
Detailed assessment on some of the sectors Sector Current SEAC position on derogations Our analysis of SEAC’s view Electronics • Limited substitution is feasible - only in less demanding applications (e.g., low- ➢ Most Fluoropolymer applications in electronics are /mid-temperature wire insulation);
Slide 39: Cont.
Cont. Sector Current SEAC position on derogations Our analysis of SEAC’s view Lubricants • For Industrial & professional uses, substitution potential is low; no alternatives currently match PFAS performance under harsh conditions (extremes of temperature, pressure, chemicals, radiation, lifetime). •
Slide 40: Cont.
Cont. Food Contact + SEAC disagrees that substitution potential is generally. law for non-stick coatings in industrial bakeware, citing weak evidence for high substitution potential overall, but weak evidence for low substitution potential for certain unspecified operations + The Dossier Submitter p
Slide 41: Technical Tips and advice from ECHA
Technical Tips and advice from ECHA ➢ Only information submitted within the 60-day consultation window will be considered. ➢ Submit early: Do not wait until the final day as high traffic near deadlines increases the risk of technical issues ➢ Take proof of submission by saving Confirmation screen (P
Slide 42: Handling Confidential Business Information
Handling Confidential Business Information Marking Confidential Content Common mistakes to avoid ➢ Clearly mark confidential business information and provide a non- confidential summary for public sharing whenever possible. Addressing hazard or risk (RAC topics) instead of socio-economic impacts Jus
Slide 43: Getting Started
Getting Started Remember: Many questions are pre-populated. The choice-based questions (single/multiple choice) are largely fixed by ECHA/SEAC. These reflect SEAC’s draft opinion structure and their preliminary assessments. In sector-specific surveys, SEAC has already pre-filled the framing of each
Slide 44: Getting Started
Getting Started Note: Free text are not pre-filled This is where SEAC explicitly expects: ➢ agreement (with justification), ➢ disagreement (with evidence), or ➢ additional data to reduce uncertainty. ➢ Numerical questions (costs, volumes, timelines, impacts) are entirely respondent-driven. ➢Provide
Slide 45: Please consider responding to the proposed reporting requirements
Please consider responding to the proposed reporting requirements and site-specific PFAS management plan Paragraph 7: Reporting requirements are proposed to apply only to uses with 12 year or time unlimited derogation Manufacturers, importers of PFASs or PFAS containing articles as well as downstrea
Slide 46: Helpful Links
Helpful Links Link to EU Survey Link to the General Survey 46 External
Slide 47: RAC Opinion and SEAC Draft Opinion
RAC Opinion and SEAC Draft Opinion RAC Final Opinion: https://echa.europa.eu/documents/10162/d6aac737-e665-cbae-58c8-17780de44bd5 SEAC Draft Opinion: https://echa.europa.eu/documents/10162/9ecfb76d-6e69-c047-3228-16c78e42897f Before starting your submission(s), please refer to ECHA guidelines and ex
Slide 48: Other Useful links
Other Useful links The German Chemical Agenda ITRE Study (summary) ITRE Study (full study) Cefic Report: European Chemical Closures & Investments Radar 2022-2025 AMCHAM EU FPG Manufacturing Programme The Fluoropolymer Safe Handling Guide FPG Position Statement 48 External
Slide 49: Helpful Links (continued)
Helpful Links (continued) FPG 2025 Webinars: Presentations available online o Slides from FPG's September 2025 webinar on the Manufacturing Programme are available here: 8-Sept-2025-FPG-presentation-for-Webinar.pdf o Slides from the FPG October 2025 Safe Handling Guide webinar available here: 20-Oct
Slide 50: European Industry Summit in Antwerp
European Industry Summit in Antwerp In July 2025, the European Commission presented the European Chemicals Industry Action Plan to support the chemical sector and their investments on modernisation. The Action Plan highlights the key role of the chemical industry as the “industry of industries” and
Slide 51: Fluorinated Chemicals Play an Important Role in Many Industries – US studies
Fluorinated Chemicals, Including Fluoropolymers, Play an Important Role in Many Industries – US studies These chemistries add significant value to the U.S. “Losing access to PFAS due to overly broad “The unique properties of fluoropolymers make them long- economy, which is highlighted by the lack of
Slide 52: More information available via fluoropolymers.eu
More information available via: https://fluoropolymers.eu/ 52 External External
Slide 53: If you missed the Chemours Webinar on 4 February
If you missed the Chemours Webinar 'Fluoropolymers: Foundational To The European Economy' on 4 February You can revisit key insights here: Fluoropolymers_Foundational To The European Economy_FIN️AL.pdf See Chemours' approach to the responsible manufacturing of fluoropolymers: Download our White Pape
Slide 54: Thank You
Thank You External
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