Amino acid prices were mixed in mid-December 2025, with lysine and valine firming slightly while threonine, DL-methionine and tryptophan stayed weak. Lysine January shipments are largely booked, February activity is limited by Chinese New Year, and buyers have covered most of Q1.
Threonine is at historically low levels with Q1 contracted and Q2 open.
Feed formulators buying lysine and methionine face a stable-to-firm lysine floor while threonine and tryptophan remain cheap, so cost-optimized rations can lean on those lower-priced amino acids. Valine tightness from a major non-Chinese supplier is a short-term upside risk for that product.
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.