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Chinese lysine and threonine output is constrained by power and coal restrictions under dual carbon controls, and snowstorms have diverted trucks to coal transport. Domestic 70% lysine quotes are around 8.9-9.7 yuan/kg with supply tight and spot prices firm, while tryptophan demand is weak.
Tight Chinese amino acid supply keeps lysine prices firm, raising the cost of feed formulations and supporting soybean meal substitution demand.
echemi.comDec 7, 2021After 172 past bullish policy events, Soybean Meal moved a median +0.0% over 5 sessions (50% higher; middle half -1.5% to +1.7%), and -0.8% over 20.
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.
