US tall oil rosin prices softened in January 2026 as seasonal demand pauses coincided with ample Scandinavian export arrivals, softening sentiment. Early shipments from Nordic distillers replenished U.S. terminal stocks, while year-end maintenance turnarounds curtailed liftings from major downstream users. Mid-month, softer domestic demand, notably from adhesives and corrugated-packaging, left distributors well supplied and prompted discounting. The market mood shifted from cautious to defensive as buyers delayed fresh nominations, leaving the sector weaker into February. Demand remained uneven across end-use sectors, reinforcing downside pressure on the DEL Houston reference. Adhesives and sealants, which account for a large share of tall oil rosin usage, ran reduced schedules and softened spot inquiries, while corrugated packaging and graphic-inks formulators drew on inventories rather than placing new import nominations. In contrast, resin blenders for road-marking and chewing-gum maintained steady intake, and rubber compounding and coatings provided modest support. The near-term outlook is mixed, with potential upticks offset by inventory and freight dynamics, signaling continued volatility.
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.
