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The European Commission imposed provisional anti-dumping duties on Chinese lysine imports, ranging from about 58% to 84% on a CIF basis. China supplies roughly 80% of world lysine and about 60% of EU demand, around 500,000 mt.
Feed producers face higher costs for this amino acid.
Higher lysine import costs push feed mills to substitute soybean meal, which pressures European soybean meal prices lower. Feed margins are also squeezed as lysine costs rise.
spglobal.comFikayo OwoeyeFeb 5, 2025Not enough comparable past events yet for a historical read.
After 384 past bearish trade events, Soybean Meal moved a median -0.2% over 5 sessions (47% higher; middle half -1.7% to +1.6%), and -0.5% over 20.
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.
