Early in the fourth quarter of 2025, prices for Acrylonitrile in North America increased slightly on the back of diverging demand signals from end-use sectors and balanced supply in the regional market. High demand firm stock and feedstock availability compressed production rates of Ammonia, increasing production costs in an uncertain energy environment. U.S. levels of exports stayed mild. Trade uncertainties and the seasonality put pressure on the market, while supply chains nevertheless allowed export flows to be maintained. While domestic demand remained well balanced, it was supported by electric vehicles and construction projects (Acrylonitrile is used in plastics, fibers, insulation and coatings). As a result, prices are likely to strengthen further in mid-Q4 on strong seasonal demand and higher deliveries to buyers. Increasing energy prices, and plant downtime due to maintenance will further decrease supply, and market participants will increase their prices.
Selenis has effectively manufactured recycled PET chips using terephthalic acid sourced from Circ®, a textile-to-textile recycler based in Virginia. The chip production took place through a series of batches at Selenis' pilot plant in San-Giorgio, Italy. By utilizing inputs recovered from polycotton textile waste, Selenis has created high-quality PET chip, which has been further processed into DTY yarn. This yarn will play a crucial role in product development as Circ prepares for additional capsule launches. Selenis is leveraging the success of this initial collaboration phase and is committed to advancing towards an offtake partnership to support Circ's inaugural industrial facility.
Eduardo Santos, Head of Corporate Strategy at Selenis, remarked that the monomer synthesis showed a performance comparable to virgin terephthalic acid. He expressed optimism about the consistent quality of Circ's monomer output and anticipated future commercial success. Santos pointed out that the Circ partnership complements Selenis's existing mission and goals for a more sustainable textile industry. He further stated their anticipation of expanding upon this collaboration and providing support for Circ's forthcoming commercial production trials.
