Amino acid markets have turned quiet after the EU announced final anti-dumping rates on Chinese-origin products. Demand is weak across regions, stocks are high, and Q3 is largely contracted, with lysine and threonine prices FOB China slightly lower or very low.
Methionine has stabilised after earlier gains, and valine's provisional EU rates came in below expectations.
Weak global demand and high stocks point to soft lysine and methionine prices in the near term, which lowers feed additive costs for feed compounders. Trade-remedy duties on Chinese product could redirect supply, but buyers currently see little pressure to pay up.
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.