US L-Lysine Hydrochloride feed-grade markets advanced decisively through March, underpinned by robust domestic demand and tighter logistics that squeezed landed supply. Early in the month, exporters in China and Indonesia kept fermentation steady, but mid-month freight pressure and longer railcar cycles for East Coast receivers narrowed spot availability into Northeast and Gulf hubs. In the late month, integrators stocking for Q2 reinforced buying, with the animal-feed sector continuing as the primary price driver. CFR New York feed-grade rose by about 23 percent from February, reflecting sustained pull from poultry and swine formulations with higher amino-acid inclusion. Food-grade and nutraceutical segments provided little offset. While corn eased upstream, it did not fully blunt landed-cost pressure, as freight and handling costs rose and rail delays encouraged larger safety stocks. The near-term outlook is mixed but biased toward further modest gains, with ChemAnalyst forecasting Apr +2.1%, May +2.5%, Jun -1.6%, and gradual gains through Jul–Sep amid steady animal-nutrition demand and ongoing logistics discipline.
