The US lithium fluoride market entered June 2026 on a softer footing after the strong gains recorded during May, as buyers adopted a more cautious procurement strategy amid improving spot availability and easing feedstock pressures. While demand from lithium-ion batteries, specialty glass, ceramics, fluorochemicals, and advanced electronics remained fundamentally healthy, market participants reported a shift from the tight conditions seen earlier in the quarter toward a more balanced supply-demand environment. Import dependence continues to influence market dynamics, though recent improvements in cargo availability have reduced urgency among buyers. Feedstock movements in lithium hydroxide and hydrofluoric acid remained important pricing factors, while inventory replenishment completed during May limited immediate spot purchasing requirements. Early June assessments reflected a moderate correction from May highs, but prices remain elevated relative to longer-term averages. Looking ahead, lithium fluoride prices are expected to remain broadly stable, with periodic fluctuations driven by feedstock costs, import availability, and battery-sector procurement activity.
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.
