The US Lithium Fluoride market weakened through late June 2026 as abundant import availability and cautious downstream purchasing outweighed steady consumption from battery-related industries. Buyers largely limited procurement to immediate production requirements, while comfortable inventories and uninterrupted cargo arrivals intensified competition among importers. Although demand from lithium-ion battery applications remained resilient, purchasing across electrolyte manufacturers and other battery material producers became increasingly measured. Stable consumption from specialty glass, ceramics, fluorochemicals, and electronics provided some support but was insufficient to offset ample supply. As a result, Lithium Fluoride prices moved lower during the latter half of June. Market participants expect the near-term outlook to remain under pressure as imports stay readily available and downstream procurement remains conservative, with future price direction continuing to depend on feedstock movements, inventory levels, and battery-sector demand.
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.
