US Amino Acid markets moved higher in March as a tighter cargo pool and higher logistics costs constrained landed availability into the planting season. Chinese producers trimmed feed-grade output for higher-margin specialty grades, tightening bulk exports to the United States. Mid-month Trans-Pacific freight rose as buyers secured April arrivals. Distributors drew down inventories to meet near-term call-offs, keeping spot availability tight as demand from agriculture and nutrition sectors remained firm. Agriculture demand for Amino Acid-based biostimulants supported the rally, with growers signaling higher purchases for the season. Animal nutrition remained strong as steady poultry herd growth sustained regular call-offs for lysine and threonine blends. The market outlook points to continued upside in the near term with seasonal nuance: modest gains anticipated in April and May, a mild softening in June, then small increases into late summer. Freight costs and upstream feedstock pressures keep landed values elevated, subject to export allocation shifts and bunker-cost developments.
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.
