DD · Earnings call · 2026Q2T · Full report
Products and Technology
DuPont de Nemours, Inc. · 2026-08-04 · Importance 34 · Surprise 42
DuPont launched an integrated direct-lithium-extraction solution combining membranes and ion-exchange resins to improve lithium recovery and purity. The company expanded its Liveo portfolio for biopharmaceutical applications and introduced solutions for electric vehicles and battery-energy-storage systems. DuPont said its direct-lithium-extraction opportunity is in a market of approximately $200 million and requires no incremental capital because the offering uses existing reverse-osmosis and ion-exchange capabilities. In Water, ultra-pure-water products for chip manufacturers are growing at more than 20%, supported by AI and advanced-node demand.
Key facts
- Reverse osmosis (DLE) market around $200 million and DuPont is well positioned to address growth in that space.
- R&D expense target: about 2.5% of sales.
- Company vitality index: about 35%.