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A blood-product supplier promotes spray-dried red cells as a partial replacement for dry L-lysine HCL, which it says has skyrocketed in price amid logistics problems. The product can replace roughly one-tenth of its weight in dry lysine.
Marketing of lysine substitutes reflects tight dry lysine supply and high prices, which may shift some demand toward other protein sources.
After 167 past bullish logistics events, Soybean Meal moved a median +0.5% over 5 sessions (54% higher; middle half -1.8% to +2.9%), and -1.2% over 20.
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.