
Dutch feed-chain body Nevedi says the Middle East crisis is raising energy and transport costs for feed companies, with impacts varying by inventory, contract and hedging choices. Amino acid and vitamin supply from Asia is under growing pressure, though there are no immediate shortages.
Shortages in the second half of the year are not ruled out if the situation persists.
Higher energy costs and possible Asian amino acid shortages could raise premix and feed production costs in Europe later in 2026. Current commodity markets have reacted calmly, so the price impact is mainly a forward risk.
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.