Lysine HCl and threonine prices on a FOB China basis firmed slightly this week, with threonine moving more. Ex-China lysine prices are stable, and manufacturers are waiting until after China's Golden Week holiday before revisiting pricing.
Q1 offers from some export regions sit well below spot as container freight rates have fallen.
Firmer Chinese amino acid prices modestly raise feed formulation costs for lysine and threonine, though the bottoming of container freight limits the upside. Buyers are largely holding off on Q1 purchases, so price direction stays mixed.
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.