China’s boric acid market strengthened decisively through March 2026 as post-Festival restocking and robust industrial activity absorbed imports and pressured landed values higher. Early-month buying by borosilicate glass makers and sustained runs at lithium-ion battery-separator plants tightened coastal inventories, while limited export offers from key suppliers reduced prompt cargo availability. Rising input and freight costs narrowed room for discounting, prompting buyers to accept higher replacement values to secure April arrivals. Overall, March featured firm demand meeting constrained near-term supply, lifting sentiment. Demand was led by borosilicate glass and glass-fiberglass sectors, which absorbed shipments, while Li-ion battery-separator producers sustained full production to meet EV orders. In contrast, ceramics and ceramic-glaze buyers returned more gradually, and fertilizers/industrial buyers showed softer, consumption-led activity. Supply-side dynamics underpinned the rally, with Turkey and Chile together providing a majority of imports and keeping export offers constrained. Looking ahead, near-term upside appears likely with seasonal easing later in 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.
