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Lysine prices in China rose 78% month on month at the start of December, according to Mintec. Stricter truck-size transport rules from November delayed deliveries and left stocks scarce, while snowy weather in northeast China disrupted transport.
Lysine is a core amino acid in compound feed, so a sharp supply squeeze plus rising pig-herd demand raises feed formulation costs for buyers in China and supports prices for competing protein inputs.
foodnavigator.comRichard WhiteheadJan 4, 2017Not enough comparable past events yet for a historical read.
After 48 past neutral logistics events, Soybean Meal moved a median +0.7% over 5 sessions (60% higher; middle half -1.0% to +2.5%), and +0.7% 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.
