The global L-arginine market has shown a very positive start for March 2026, reflecting a number of factors including high export demand, steady growth in domestic consumption and observed supply-side tweaks. Manufacturers in China used well thought out pricing strategies to maintain optimum inventory levels while still servicing a strong demand for exports from Germany, the US and Brazil thus establishing a bullish opening tone to the month. One of the main reasons for this bullish sentiment in China's exports is because buyers in the importing countries, especially Germany, actively participated by re-establishing inventory ahead of the initiation of production cycles and demand in the downstream sectors where L-arginine is used. Manufacturers and importers changing their procurement volumes is directly attributable to seasonal expectation combined with current stock levels based on previous production cycles causing upward pressure on price levels. As a result, there is limited domestic supply capacity in Germany and consistent operating rates in China.
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.
