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Kemiex's outlook for the second half of 2025 says first-half earnings were resilient but the outlook is cautious, with softening feed demand and macroeconomic uncertainty. It notes that avian flu is disrupting trade flows, and that BASF has lifted force majeure on vitamins A and E.
Softer feed demand and returning vitamin supply are bearish for additive prices, while avian flu adds some trade-flow volatility.
kemiex.comCecilia TecsonOct 16, 2025Not 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.
