China’s Erucic Acid market remained firm during the first half of May 2026 amid tight import availability, elevated feedstock costs, and healthy downstream procurement. Delayed vessel schedules and constrained inventories at key Chinese ports continued limiting prompt cargo availability, while buyers actively secured nearby volumes in anticipation of prolonged supply tightness. Demand for Erucic Acid stayed supported by stable consumption from flexible packaging, film extrusion, specialty lubricant, and electric-vehicle-related applications. Supply-side pressure also persisted as high-erucic rapeseed oil costs remained elevated and overseas suppliers continued restricting export volumes. Market sentiment consequently stayed firm throughout the assessment period. Looking ahead, the near-term outlook remains cautiously bullish, supported by sustained demand, tight overseas supply conditions, and elevated feedstock costs. However, improving vessel movement, post-holiday import normalization, and gradual recovery in overseas crushing activity may ease supply pressure later in the second quarter and moderate further upward momentum in the market.
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.
