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Rosselhozbank analysts say Russia could shift from importing feed amino acids to exporting them, citing investments including Chinese-backed projects. The Donbiotech lysine plant is expected to produce up to 90,000 tonnes a year.
Exports could reach 420,000 tonnes annually.
If these projects come online, Russia's lysine and threonine supply to world markets would rise, adding pressure on global amino acid prices. The timeline is long and depends on delayed projects being completed.
Not enough comparable past events yet for a historical read.
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.