Amino Acids Market Update
Lysine: At present, the overall price of lysine market is slightly raised. Need to pay close attention to the terminal stock situation.
According to Russian news media reports, Premix Plant N°1, the production plant of ZAO Prioskolie in charge of lysine production in Russia, was recently attacked and caught fire, and some plants were damaged.
It will be difficult to resume production in the near future, and the goods in stock cannot be shipped. It has begun to cause market customers to panic.
The production capacity of Premix Plant N°1 reached 80,000 tons/year in 2019, and it is the main lysine supplier in the Russian market.
It is expected that the demand for Chinese lysine in the Russian market will increase significantly, which will affect the export pattern of Chinese lysine manufacturers,
especially those manufacturers that have previously obtained access to the Russian market.
Suggestion: Price is increasing, recommend to buy.
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Threonine: The quotation of domestic threonine market has increased, so pay attention to the market purchase and sales situation.
EPPEN Maintenance Plan Announcement: It is planned to stop production and maintenance in Heilongjiang and Inner Mongolia bases in June and July respectively.
Suggestion: Price is increasing, recommend to buy.
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Methionine: In the methionine trading market, the price is stable, the inquiries are weak, and the transaction is flat. Pay attention to the shipment situation of enterprises.
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Suggestion: Price is at bottom now, recommend to buy.
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Valine: At present, the domestic valine market quotation is stable and weak, and the terminal is mainly inquiry, and the transaction not high.
Suggestion: Price is decreasing, recommend to wait.
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Tryptophan: At present, the price of tryptophan in the domestic market is rising slowly, the supply is tight, and the transactions are increasing.
Suggestion: Price is increasing, recommend to buy.
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All can check the price trend in below pictures:
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Chairman of the Russian Feed Union (#RFU)
1 年Thank you Lesley, good to know about AA market updates. Just one add to communicate internally at least - you are right about dramatic issues at the key lysine plant in Russia; but every one should understand clearly that since 2019 there is so called “lysine cartel” is operating in Russia so, this international (!) criminal structure keeps under price&volume control every kilo of the stuff imported. Unfortunately, the cartel is doing business under local officials umbrella so the RFU(nion) is not able to stop this negative impact on the Russian feed market at once. In other words, the Russian AA-market is definitely not free in terms of access even though the demand in lysine is increasing rapidly (pls. see Oleg’s remarks as well). Rgds, ??
President at Association of value-added grain processing companies
1 年Hi Lesley,Interesting forecasts! However, I would pay attention to the lysine market. In addition to the Premix N1 and Aminosib plants in Russia, the Belarusian National Biotechnology Corporation operates in Belarus. The factory produces lysine, threonine and tryptophan. Production of lysine in Belarus in surplus. That's why it goes to the Russian market. We believe that in 2023 the volume of the lysine market will not exceed 165 thousand tons (in terms of monohydrochloride). Therefore, imports from third countries will be minimal.