Lysine prices hit record lows in China as amino acids market adjusts

Lysine prices in China have dropped to record lows, highlighting shifting dynamics in the global amino acids market. While prices in other regions remain stable, buyer activity has slowed as many secure contracts cautiously for the coming months. Ongoing trade discussions, currency fluctuations, and anti-dumping measures are all contributing to a market in transition.

Highlights:

Lysine: Prices remain stable in both the USA and China, while European prices face downward pressure due to newly revised anti-dumping duties.
Threonine: The market is very quiet, with stable prices in the USA and China. European prices have weakened slightly due to exchange rate fluctuations and lower freight costs.
DL-Methionine: US prices remain stable despite high tariffs under discussion. Prices in China have stabilized, and European markets are steady, supported by favourable exchange rates. Plant maintenance has had little impact.
Tryptophan: Oversupply is keeping prices stable to weak globally. Exchange rate movements are pressuring local prices further.
Valine: Chinese prices continue to decline due to oversupply, while European prices are stable to firm amid an EU anti-dumping probe. This has widened the price gap between Western and Chinese sources.

In partnership with Feed Additive Prices

Lysine

Prices in the USA have remained stable, and in China export FOB prices have also held steady, with suppliers showing little willingness to reduce prices further. While, European prices are under pressure due to recently announced revised anti-dumping duties, contributing to potential further price reductions in Europe. Consequently, the market appears subdued, with many buyers adopting a wait-and-see approach. While Q2 contracts are largely secured, the majority of Q3 contracts have yet to be finalized.

Threonine

Very quiet market and prices in the USA and China have been stable for some time now. Threonine in the USA is exempt from the latest tariffs, although these tariffs are currently being discussed between China and the USA. Prices in Europe have been slightly weaker because of the recent EUR-USD rate and lower container freight rates. Q2 and a good portion of Q3 are already contracted, and buyers remain on the sidelines for now as they have no need to buy anything.

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

DL-Methionine

Methionine prices in the USA remain stable even when exposed to the recent high tariffs. However, as we speak, these tariffs are currently under discussion, which may change the price outlook. Prices from China have reached a state of equilibrium following a minor rise, while European prices hold steady, with recent increases counterbalanced by favourable EUR-USD exchange rates. Maintenance announcements from plants have had minimal effect on market prices, with Q2 and a portion of Q3 already secured.

Tryptophan

Prices remain stable to weak across most regions due to an oversupply of tryptophan, while fluctuations in currency exchange rates have further contributed to lower local prices. Additionally, tryptophan in the USA benefits from an exemption from recent tariffs, although tariffs between the USA and China are currently up for discussion, and no significant trend changes are anticipated in the short term, as Q2 contracts are already in place.

Valine

Prices for valine from Chinese sources continue to decrease due to an oversupply situation. In contrast, prices for Western sources, particularly in Europe, have remained stable to firm, resulting in a widening gap between Western and Chinese prices as a result of an EU anti-dumping investigation. Meanwhile, pricing in other regions is generally stable. Contracts for the second quarter have been secured and a portion of Q3 as well.