Para Aminophenol in China firmed sharply in March as upstream feedstock inflation and export restocking tightened spot supply. Early gains were driven by higher feedstock costs, while mid-March environmental inspections reduced operating days for smaller units, trimming available volumes. Demand from dye-stuff producers remained steady, and pharmaceutical formulators in India and Brazil accelerated restocking, sustaining order momentum for April shipments. Chinese exporters kept margins intact and held firm offers despite tighter supply. The tone remained constructive amid constrained supply and resilient overseas demand. Demand dynamics were uneven; the pharmaceutical sector stayed robust on paracetamol intermediates and restocking ahead of the northern-hemisphere allergy and flu cycle. Upstream costs rose, with phenol remaining a major feedstock share, pressuring export pricing. Supply-side factors kept inventories tight and logistics orderly. Outlook points to further upside in April and May before a June pullback. Upside risks include ongoing restocking and tighter benzene flows.
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.
