The US boron market concluded November 2025 with a sentiment balance of caution and optimism in response to a set of both supply chain and demand-driven developments. As a commodity of increasing prominence, boron continued to attract attention primarily because of being added to the US Department of Interior’s Critical Minerals List. Although this move emphasized boron’s increasing importance in construction, fertilizer, and high-tech sectors such as permanent magnets used in EV technology, market participants were affected by constant international boron production, full vessel capacity, and rising transportation ocean costs, in parallel with US processors assessing existing boron supplies against imports from Türkiye, Argentina, and Chile. Demand-side developments include incremental starts in US construction projects, increasing fiberglass insulation production, in parallel with pilot projects in EV production emphasizing boron’s importance in next-generation production.
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.
