
European lysine HCl stocks are reported as lower than usual because buyers are delaying purchases until the final anti-dumping duty rate is set. Limited demand nonetheless keeps supply sufficient, and Lysine HCl DDP NW Europe is at €1.85/kg, up 13.9% over three months and 25.4% year-over-year.
The European Commission has proposed raising duties on Chinese lysine to 74.2–81.4%, with a definitive outcome expected by 30 January 2027, while Chinese exports fell 16% month-on-month in August to 85.47 KT.
Higher proposed duties on Chinese lysine push up landed costs in Europe, supporting feed-additive prices, while buyers' hesitation keeps near-term purchasing thin. Chinese suppliers are shifting duty liability onto buyers and raising EU-bound offers, so the price implication is firm to higher for European lysine.
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.