FOB China amino acid prices have declined over recent weeks, with direction uncertain after the Chinese New Year holiday. In Europe, anti-dumping duties on new contracts pushed lysine prices significantly higher, while threonine is falling on surplus inventory and weak Q2 demand.
Lower Chinese FOB prices and weak threonine demand point to cheaper feed amino acid inputs for compound feed makers, while European anti-dumping duties raise landed costs for lysine and valine buyers there.
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.