Avantium stock surges 7.5% following first FDCA production at Delfzijl plant
The Dutch renewable chemistry company has reached a major operational milestone: its Delfzijl plant has transitioned from commissioning to effective FDCA production, the key ingredient in its bio-based plastic PEF. The stock reacted strongly to this announcement released today, in an almost stable Paris market.
First commercially produced FDCA, sales targeted for end of 2026
Avantium confirmed on Monday, September 28 that its Delfzijl plant in the Netherlands had produced its first FDCA at commercial scale. This compound derived from plant sugars is the fundamental building block of the PEF polymer, presented as a bio-based alternative to PET. The next step is a product qualification program, necessary before opening commercial sales, which Avantium targets for the end of the year. This milestone is part of a sequence of progressive commissioning: the last purification unit had been connected in early September, and an agreement with Sojitz Pla-Net for the Japanese market had been signed in the process.
A partnership with Klöckner Pentaplast for thermoformed food packaging was also announced on September 14, 2026. These agreements signal already-building customer demand, even before the material's effective launch for sale. Furthermore, an extraordinary general meeting has been called for September 30, 2026, two days after this production announcement.
Stock recovers above its 20-day moving average but remains well below longer-term averages
Avantium gains 7.4% during the session at €5.37, following a close at €5.00 in the previous session (Friday, September 25). This rebound brings the seven-day gain to nearly 8.5%, while the CAC 40 and SBF 120 move only +0.08% and +0.07% during the session. The stock has recovered above its 20-day moving average at €4.97, with a positive deviation of 8.05%, reflecting a return of short-term momentum. The medium-term configuration remains more tense, however: the price stays below the 50-day moving average (€5.84, deviation of -8.05%) and well below the 200-day moving average at €6.88 (-21.95%).
The RSI at 38 does not yet signal a return to neutral territory after a quarterly decline of nearly 30%. The next resistance level is at €7.07, representing an gap of more than 30% from the current price. The coming weeks, during which the product qualification program must be completed before the first sales, will constitute the real fundamental test to validate the commercial trajectory of the plant.
