DD · CIK 1666700
What DuPont de Nemours, Inc. told the SEC could break it.
DuPont's heaviest disclosed risk is legal and historical: PFAS/PFOA litigation, including personal-injury and natural-resource-damages claims and remediation obligations, the costs of which it shares with Corteva and Chemours under a multi-party arrangement, against a shifting backdrop of PFAS laws and regulations. The rest reflects the realities of a global chemicals maker: its operations depend on the availability of energy and raw materials across complex, multi-country supply chains exposed to geopolitical dynamics, and China and Hong Kong — about 10% of 2025 net sales — add trade risk through U.S. export controls and a suspended Chinese antitrust investigation of its Tyvek business.
3 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Litigation
- PFAS/PFOA litigation and DuPont/Corteva/Chemours cost-sharinghigh
DuPont shares future eligible PFAS costs with Corteva and Chemours and faces pending/future PFAS/PFOA litigation — personal-injury and natural-resource-damages claims, remediation obligations, and changing PFAS laws/regulations.
“risks and costs related to the impact of the arrangement to share future eligible PFAS costs by and among DuPont, Corteva and Chemours, including the outcome of pending or future litigation related to PFAS or PFOA, which includes personal injury claims and natural resource damages claims; the extent and cost of ongoing and potential future remediation obligations; and changes in laws and regulations applicable to PFAS chemicals;”
SEC filing →As of 2026
Commodity & input dependence
- raw materials, energy, logisticsmedium
DuPont's operations depend on the continued availability of energy and raw materials and on third-party suppliers, contract manufacturers and service providers across complex multi-country supply chains; input-cost increases pressure margins.
“DuPont's operations require the continued availability of energy and raw materials and rely on third-party suppliers, contract manufacturers and service providers. The Company's supply chains are complex and extend across multiple countries in all regions of the world, and, therefore, are subject to global economic and geopolitical dynamics and risks.”
SEC filing →As of 2026
Geographic concentration
- China/Hong Kong (~10% of sales) and export controlsmedium
China and Hong Kong were ~10% of 2025 consolidated net sales; export controls on exports to China of US-regulated products/technology and a (suspended) SAMR antitrust investigation of the Tyvek business amplify trade risk.
“Such risks may be especially exacerbated as they relate to China and Hong Kong, a market that represented approximately 10 percent of the Company's consolidated net sales for the year ended December 31, 2025.”
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