
Feedstuffs reports on an IFEEDER report that details US reliance on China for vitamins and amino acids. The report cites 99% of US lysine imports and 87% of methionine imports from China in 2024.
It also says North America has very little amino acid and vitamin manufacturing capacity.
Concentrated sourcing leaves US feed costs exposed to any Chinese export disruption, which could tighten supply and lift prices for amino acids and vitamins. Limited domestic capacity means buyers have few alternatives in the short term.
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.