US hydrogen peroxide markets entered February 2026 with a cautious tone, showing a modest uptick after maintenance tightened merchant availability. The softer January backdrop gave way to firmer spot interest as Houston inventories tightened and Gulf Coast FOB offers attracted export nominations to Canada and Mexico. Demand remained mixed but constructive, with pulp-and-paper as the domestic anchor. Southeast mills sustained a intake, supporting merchant volumes, while specialty channels such as propylene-oxide synthesis and healthcare sterilization contributed incremental demand. Electronics and semiconductor orders provided a reliable floor for specialty demand, while textiles and industrial bleaching showed activity with potential to ease after winter downtime. Export demand was notable, helping sustain price direction despite occasional cost pressures from gas swings. On the supply side, abundant shale-based hydrogen supported favorable production economics, though a gas spike and maintenance constrained merchant flow and pushed producers to favor contract volumes. The outlook remains mixed, with oscillation as restocking and seasonal dynamics unfold toward a spring rebound.
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.
