Global amino acids market braces for anti-dumping decision

Amid persistent oversupply, shifting trade dynamics, and cautious buying behaviour, the global amino acids market remains under pressure. Key developments in anti-dumping regulations are being closely monitored in both the EU and beyond, with potential pricing implications.

Highlights:

Lysine: The market remains oversupplied and prices are at very low levels. The industry is awaiting the EU Commission’s decision on anti-dumping duties by July 11, 2025, with similar developments being watched in the US and Brazil. Despite operating at or below cost, Chinese manufacturers continue to expand capacity.
Threonine: The market is quiet with stable prices. Strengthening of the euro and rising container freight rates are noted, but most Q3 demand has already been covered. There’s no interest yet in Q4.
DL-Methionine: Prices firmed briefly due to upcoming summer plant maintenance but have since stabilised. Market activity is minimal.
Tryptophan: After earlier FOB China price increases, the market has stabilised at low levels. In Europe, prices have softened due to competition.
Valine: The European market awaits provisional anti-dumping measures around July 21, 2025. A large price gap remains between Chinese and non-Chinese product. Prices have stabilised globally after earlier declines.

In partnership with Feed Additive Prices

Lysine

Market participants are patiently waiting for the final anti-dumping duties, and potential retrospective duties, to be announced by the EU commission latest July 11th, 2025, according to their timeline. More anti-dumping news/updates are also patiently being followed in the USA and Brazil. The overall market remains stable at very low price levels. 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 or below 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.

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

Threonine

Very quiet market overall, and prices are mostly stable. In Europe, the EUR has gained strength against the USD, but at the same time, container freight rates have started to firm again after a small dip in June. 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 at a few suppliers, but the market did not really react to that.

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 earlier price increases on a FOB China basis, the market seems to have become calm again, and prices are stable, at a relatively low level. Although in Europe, some price decline has been seen lately as suppliers compete for market share. Price levels have become really low. 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 around July 21, 2025. Until then, the spread in price between Chinese and non-Chinese is still significant. In other regions, the prices have recently stabilized after a period of significant price decline. Most of Q3 is contracted by now, but still a wait-and-see attitude towards Q4.