Amino acid prices remain under pressure across regions, with lysine facing weak demand and rising inventories among manufacturers. Threonine prices are softening slightly in some regions, DL-methionine is stable at elevated levels, tryptophan is quiet at historically low prices, and valine is weakening as ex-China prices decline.
Buying interest beyond Q3 is limited, and a potential reopening of the EU anti-dumping case on lysine has not yet changed European market sentiment.
Weak lysine and valine prices and softer threonine reduce input costs for compound feed formulators, while elevated methionine keeps a cost floor under feed premixes. Oversupply and low forward coverage point to continued softness in amino acid prices unless the EU anti-dumping case changes supply.
Not enough comparable past events yet for a historical read.
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.