Sept 2025 tall oil prices rose, up 4.6% month on month, led by heightened Nordic biofuel operations and limited fractionation capacity. The market declined sharply as Finnish renewable diesel producers became more aggressive in feedstock buying, while United States exports to Finland went up in value. A mix of diverse factors such as low tall oil rosin processing capacity, strong industrial demand from adhesives and coatings industries, and strategic stockpiling prior to Q4 production ramp-up makes perfect storm conditions for the appreciation of crude tall oil globally.
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.
