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Chinese producer Huaheng plans a new amino acids line in Inner Mongolia for valine and arginine, due online in May 2025. US House Republicans have urged blocking imports from Fufeng over alleged forced-labor links, and Dsm-firmenich raised its FY2023 vitamin impact estimate to about €500 million.
Added Chinese amino acid capacity and possible US import restrictions shape supply and pricing for lysine and methionine, while weak vitamin results signal pressure on additive margins.
mintecglobal.comMintec TeamNov 7, 2023Not 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.
