China's yellow phosphorus market weakened during June 2026 as softer downstream demand, comfortable supply, and easing feedstock costs continued weighing on prices. Although a temporary production disruption in Guizhou briefly tightened regional availability, the impact faded after operations resumed and western Chinese producers maintained stable furnace utilization. Buyers across agrochemicals, phosphate chemicals, and the lithium iron phosphate (LFP) battery chain adopted cautious procurement strategies, while export enquiries remained subdued. Market attention has now shifted toward July, when inventories, seasonal demand, and energy costs are expected to determine the next price direction. While prices may remain under modest pressure in the near term, any tightening in supply, stronger downstream replenishment, or higher energy-related production costs could support a gradual market recovery during the second half of the year.
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.
