
China began temporary export quota management for lysine on July 12, 2026, with the first round covering only 65% of declared volume. FAO data showed the global average feed-grade lysine price at $3.82/kg FOB China in the first half of July, up 29% month on month and the highest since 2024.
Tighter Chinese export availability and longer procurement cycles for importers push lysine costs higher, raising amino acid expenses in feed formulations and supporting substitution demand for other protein sources.
Not enough comparable past events yet for a historical read.
After 224 past neutral trade events, Soybean Meal moved a median -0.2% over 5 sessions (43% higher; middle half -1.7% to +1.2%), and -0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.