US Phosphorus Acid prices moved higher in January 2026, driven by early restocking and tighter East Asian import availability. Early buying ahead of spring agro-chemical campaigns boosted demand, while maintenance at downstream yellow-phosphorus plants in China trimmed export allocation and delayed loadings. Vietnam shipments slipped, keeping Gulf Coast inventories thin. Freight was flat and the currency steady, so the gain reflected a supply-demand rebalancing rather than logistics or FX shifts. The market tone remained constructive as buyers covered near-term needs rather than stockpiling. Demand was strongest in the agrochemical and fertilizer complex, with glyphosate blenders and distributors accelerating purchases, while polymers showed modest uptake and automotive/durable end users remained steady. Fewer January spot parcels from China and tighter Vietnamese container availability tightened Gulf Coast supply. Near-term outlook is mixed but tilted toward upside before normalization, with forecasts signaling modest fluctuations through spring.
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.
