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Threonine prices are falling in most regions as suppliers compete for share amid excess inventory and weak Q2 demand. Historically low FOB China prices could stabilise once demand picks up in Q2.
Lysine prices have declined in FOB China, though European prices rose after new anti-dumping duties.
Excess threonine supply keeps feed amino acid costs low for mixers in the near term. A demand recovery in Q2 could stop the decline.
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.