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An opinion piece argues the US should reshore amino acid and other food supply chains, noting lysine is primarily made in China and that supply disruptions from shipping and COVID lockdowns pushed prices higher. It calls for political support for domestic manufacturers and long-term investment.
Concentration of lysine production in China keeps feed amino acid supply exposed to Chinese policy and logistics shocks, supporting a risk premium in feed costs.
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.