China Boric Acid Down 3.9% in January, 1% Rebound Expected in February

China Boric Acid Down 3.9% in January, 1% Rebound Expected in February

George Orwell 13-Feb-2026

China’s boric acid market moved lower in January 2026 as pre-Spring-Festival destocking and maintenance weighed on domestic buying momentum. Early in the month export availability remained steady, but softer freight conditions and a firmer yuan trimmed import parity, allowing sellers to offer lower spot levels. By mid-month traders reported comfortable coastal inventories and steady shipments from Turkey and Chile; late-month downstream activity shifted toward inventory draw-downs rather than fresh bookings. Overall demand from traditional outlets softened, outpacing modest input-cost relief and signaling a softer trajectory for spot quotations. Weakness was focused on glass and building-materials channels, while electronics demand stayed largely steady. Glass producers scheduled maintenance ahead of the Lunar New Year, and ceramics plants trimmed kiln runs amid weak orders, reducing monthly intake. Electronics-grade demand held ground but could not offset the broader slowdown. Looking ahead, analysts expect a modest near-term rebound as activity resumes post-holiday, with import parity influenced by exchange rates.

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.
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