Huazhong Pharmaceutical agreed to acquire Zaoyang Jin'ante Chemical, securing vitamin B5 intermediate production technology. DSM raised its calcium pantothenate price by 40%, while Ningxia Youwei announced a 4,000 ton per year vitamin B5 expansion.
Threonine supply is concentrated in China, which accounts for over 95% of global output after many lines closed worldwide.
Tighter threonine supply from Chinese environmental curbs in Inner Mongolia could lift feed additive costs, while weak domestic pig and poultry demand limits upside for vitamin B5 prices.
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.