In the first week of Q3 2025, U.S. hydrogen peroxide prices held steady, despite falling natural gas costs that lowered production expenses. Inventory levels remained ample, preventing price drops, while demand showed a mixed trend—weak in textiles due to falling cotton prices but stable-to-firm in pulp and paper, buoyed by tax reforms supporting U.S. manufacturing. No plant outages or supply issues were reported, maintaining a balanced market. Although global trade uncertainties and tariff delays pose risks, potential Fed rate cuts and cotton price stabilization may drive a short-term demand recovery. Overall, the market remained well-supplied with firm downstream support, keeping prices stable despite cost-side fluctuations.
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.
