Amino acids market extremely quiet

The global amino acids market continues to face a mix of stability and uncertainty across key products. While some segments experience price firmness due to production adjustments or trade developments, others remain under pressure from oversupply and cautious buyer behaviour. Amino acids market update week 27

Highlights:

Lysine: Market remains stable but at very low prices. Oversupply persists, with more Chinese capacity expected in 2025. Anti-dumping cases may impact future direction. Despite selling at cost, manufacturers continue expanding capacity.
Threonine: Very quiet market with mostly stable prices. Most Q3 demand has already been fulfilled, and buyers show little interest in Q4. Minor FOB price drops had minimal impact on the market.
DL-Methionine: Prices briefly firmed due to announced summer plant maintenance, which could tighten supply. However, the market has since quieted and stabilised.
Tryptophan: Prices have stabilised at low levels following a short-lived supplier-driven increase.
Valine: European markets await provisional anti-dumping decisions, keeping a significant price gap between Chinese and non-Chinese product. Prices elsewhere have stabilised after prior declines.

In partnership with Feed Additive Prices

Lysine

The market remains stable at very low price levels. The question is how it will develop further. Recent and ongoing anti-dumping cases may provide more direction once provisional and/or final levies are communicated. More significant additional capacity is expected still in 2025 from China, which will add to the already existing oversupply. Manufacturers indicate that they already sell at cost, but that does not seem to hold them to adding capacity. Buyers continue to remain on the sidelines and only buy conservatively ahead, despite the already low prices.

Threonine

Very quiet market overall, and prices are mostly stable. New demand is slow as a big part of Q3 was already contracted some time ago, and there is no interest yet from buyers to look at Q4. FOB prices did go down by one or two cents by a few suppliers, but the market did not really react.

AMINO ACID PRICES: Here the market prices of 3 important amino acids are tracked – check it out…

DL-Methionine

Recently, prices have been a bit firmer as manufacturers indicated that they will go into summer plant maintenance, and supply, therefore, might become tighter. In the meantime, the market has stabilised again and seems very quiet now. Q3 is contracted, and there is no interest yet from buyers or sellers to look at Q4.

Tryptophan

After a recent period of (supplier desired) price increase on a FOB China basis, the market seems to have become calm again, and prices are stable, at a relatively low level. By now, most of Q3 has been contracted, but neither buyers nor sellers are ready to commit to Q4 yet.

Valine

In Europe, the market is waiting for provisional anti-dumping measures to be announced in the summer. Until then, the spread in price between Chinese and non-Chinese is still significant. In other regions, the prices have recently stabilised after a period of significant price decline. Most of Q3 is contracted by now, but still a wait-and-see attitude towards Q4.