# Market Intel 33 - Commodity Blenders

> Commodity Blenders' market intelligence outlines a possible early-2025 pricing squeeze from a threatened January dock strike over port automation, dry South American weather risk, and biofuel mandate changes including higher palm blending. It also notes three new crush plants adding soybean meal supply, tight imported lysine and threonine, and strong Canadian canola meal supply expected to firm in Q1.

- Date: 2024-11-26 · published 2024-11-26T12:00:00.000Z
- Category: market · region Global · magnitude low
- Page: https://feedsoft.ai/events/27735-market-intel-33-commodity-blenders
- Commodities: [Methionine](https://feedsoft.ai/c/METH.md), [Palm Oil](https://feedsoft.ai/c/PALMOIL.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md), [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Canola Meal](https://feedsoft.ai/c/CANMEAL.md), [Lysine](https://feedsoft.ai/c/LYSINE.md)

## Why it matters

Combined risks of port strike disruption and South American dryness could tighten containerized and soy-based feed ingredient supplies, while new crush capacity offsets some soybean meal pressure.

## Read by commodity

- SBM: neutral
- SBO: bullish ▲
- METH: neutral
- LYSINE: bullish ▲
- CANMEAL: bullish ▲

## Sources

- commodityblenders.com: https://www.commodityblenders.com/market-intel/market-intel-33/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.