
Irish feed manufacturers report difficulty securing vitamin A and E after the BASF factory fire in Germany. Feed companies plan price increases of €5 to €7 per tonne, with one citing a €3/t rise for vitamins plus higher hull costs.
The global vitamin scarcity is pushing compound feed prices up, squeezing livestock margins and adding cost to dairy and beef rations. The pressure is likely to persist until BASF restores capacity.
After 293 past neutral events of any kind, Milk (Class III) moved a median -0.1% over 5 sessions (44% higher; middle half -0.8% to +0.5%), and -0.3% over 20.
After 40 past logistics events, Live Cattle moved a median -0.3% over 5 sessions (45% higher; middle half -1.4% to +1.4%), and -1.9% 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.