Amino acids markets: Threonine market in decline as suppliers compete for market share

Historically low FOB China prices suggest potential market stabilisation when demand increases in Q2. Photo: Canva

Highlights:

Lysine: Prices in FOB China have recently declined, with future movement uncertain after the Chinese New Year. In Europe, new anti-dumping duties have pushed prices up initially, but the market has recently weakened. In the USA, prices remain stable.
Threonine: The market is declining as suppliers compete for market share amidst excess inventory and low demand for Q2. Prices are falling in most regions but could stabilise as demand increases in Q2.
DL-Methionine: A disruption in a Chinese methionine manufacturer has led some suppliers to raise prices, but no major issues have been seen in actual transactions. Prices have stabilised.
Tryptophan: Prices have stabilised with minor increases. The market remains stable across major regions.
Valine: The market is stable to firmer as availability is limited in several regions. Also the anti-dumping investigation in the EU is putting pressure on the market.

In partnership with Feed Additive Prices

Lysine

FOB China prices have declined recently, and their future movement post-Chinese New Year remains uncertain. In Europe, new anti-dumping duties have pushed prices up initially, while the market has been calm and recently even slightly weaker. In the USA, lysine prices are stable, with Q1 contracts secured and a portion of Q2 confirmed.

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Threonine

The threonine market is in decline as suppliers compete for market share amid excess inventory and little new demand for Q2. Prices are falling in most regions and may continue to do so. However, historically low FOB China prices suggest potential market stabilisation when demand increases in Q2. There are also signs that lower container prices have yet to be fully reflected. Q1 is fully contracted, while Q2 remains largely open.

DL-Methionine

A recent disruption at a methionine manufacturer in China has led some suppliers to exercise caution and raise prices, but no significant availability issues and/or price increases have been seen in actual transactions. The decline in prices appears to have stalled though as a result, with the market remaining stable and Q1 contracts secured, extending into Q2.

Tryptophan

Prices have stabilised, with some minor increases noted. Overall, stability is consistent across major regions as prices hold steady. Most first-quarter contracts are secured, and some buyers are considering early second-quarter contracting opportunities.

Valine

The valine market is generally firm with regional variations. In the USA, prices are stable and slightly higher due to good local supply access. In China, FOB prices have increased as manufacturers scale back production after unsustainably low prices. Europe is experiencing price hikes and reduced availability due to an anti-dumping investigation on Chinese valine, slowing imports. A significant portion of contracts for the first and second quarters has been secured.