
Chinese amino acid spot prices are reported as stable but firm, with 70% lysine quoted at 8.9-9.7 yuan/kg. Power curtailment under dual-carbon emission controls in Jiangsu and coal-transport disruptions are slowing deliveries, and some methionine producers are delaying contract shipments.
Methionine demand is cooling and traders are eager to sell.
Power and transport restrictions cut lysine output and delivery speed, which supports feed-grade lysine prices. Cooling methionine demand limits upside for that product.
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.