Lysine and threonine FOB China prices were stable, with some manufacturers trimming lysine slightly. European traders have been buffering stocks ahead of possible anti-dumping duties in 2025 and are reluctant to sell Q4 delivery.
Container freight rates ex China are weakening.
Expected falling freight costs and softer regional lysine prices into Q4 point to lower delivered costs for feed compounders. Potential EU anti-dumping duties could offset that by tightening European supply.
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.