
Expana market reporters at Agri-Food Europe said global feed additives markets face rising capacity expansion, trade disruption and supply concentration. Methionine demand is growing about 3% annually to 1.9 million tonnes in 2025 against 2.5 million tonnes of capacity, with 1.45 million tonnes of announced expansions.
Lysine production is 76% concentrated in East Asia, and five Chinese producers plan over 1 million tonnes of added capacity.
Oversupply in methionine and lysine points to softer amino acid pricing for compound feed makers, with recent price rises described as tactical rather than structural.
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.