
The EU imposed preliminary anti-dumping duties on Chinese lysine imports in January 2025 and definitive duties of 47.7% to 58.2% in July 2025. Chinese lysine's share of EU HCl imports fell from 70% in 2024 to 34% in the first nine months of 2025, while Korean and Indonesian suppliers gained share.
With Chinese lysine effectively priced out of the EU, buyers must source from Korean and Indonesian producers at likely higher delivered costs. Pending US and Brazilian investigations could add further global supply volatility.
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.