Amino acid prices are diverging by region. Lysine prices in China have stopped falling and are starting to rise, with producers seeking increases, while European prices are stable and US prices for imported lysine are firmer.
A major DL-methionine producer has announced an 8-10 week shutdown of a European plant in mid-2025, and another producer will carry out summer maintenance.
Rising Chinese lysine prices and planned methionine supply outages could tighten feed amino acid availability into Q3, lifting feed formulation costs for buyers. The market is currently described as stable, so the effect so far is modest.
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.