For the Quarter Ending September 2025
North America
• In USA, the Lysine Hydrochloride Price Index fell by 19.97% quarter-over-quarter, reflecting oversupply and inventories.
• The average Lysine Hydrochloride price for the quarter was approximately USD 1056.67/MT, reported by import statistics.
• Lysine Hydrochloride Spot Price weakness reflected elevated inventories and Chinese export discounts pressuring Price Index.
• Lysine Hydrochloride Price Forecast indicates recovery potential for food grade while feed grade remains pressured.
• Lysine Hydrochloride Production Cost Trend showed upward pressure from currency shifts and reduced freight savings.
• Lysine Hydrochloride Demand Outlook diverges amid tariff uncertainty, weak feed consumption versus resilient food nutraceutical procurement.
• High Chinese export availability, port normalizations, and destocking drove a lower Lysine Hydrochloride Price Index.
• Sufficient inventories and exports from major Asian producers suppressed spot markets, limiting upside Price Index.
Why did the price of Lysine Hydrochloride change in September 2025 in North America?
• Chinese export discounts and elevated global manufacturing output increased supply, exerting downward pressure on U.S. prices.
• Importer destocking, softened feed demand, and reduced freight costs lowered immediate procurement urgency, weighing on spot pricing.
• Conversely, tighter certified food-grade supply and port handling costs supported selective upward movement for food-grade Lysine Hydrochloride.
APAC
• In China, the Lysine Hydrochloride Price Index fell by 16.97% quarter-over-quarter, caused by persistent oversupply.
• The average Lysine Hydrochloride price for the quarter was approximately USD 913.33/MT, FOB Shanghai offers.
• Lysine Hydrochloride Spot Price weakened as Chinese producers discounted offers to clear domestic inventory levels.
• Lysine Hydrochloride Price Forecast models project stabilization if winter feed demand increases and inventories reduce.
• Lysine Hydrochloride Production Cost Trend remained stable amid steady corn and glucose feedstock prices recently.
• Lysine Hydrochloride Demand Outlook is muted as livestock integrators destock and nutraceutical buying shows selective resilience.
• China Lysine Hydrochloride Price Index reflected steeper feed-grade declines while USP food-grade prices exhibited sporadic firmness.
• High utilization at major producers maintained output, pressuring markets and amplifying domestic inventory overhang further.
Why did the price of Lysine Hydrochloride change in September 2025 in APAC?
• Persistent oversupply from high Chinese production created inventory pressure, prompting exporters to lower FOB offers.
• Weak feed-sector demand and buyer destocking reduced procurement volumes, exacerbating downward price momentum across grades.
• Lower freight rates and stable raw material costs allowed exporters to compete aggressively on international pricing.
Europe
• In Germany, the Lysine Hydrochloride Price Index fell by 16.18% quarter-over-quarter, reflecting ample Asian supply.
• The average Lysine Hydrochloride price for the quarter was approximately USD 1027.33/MT across feed grades.
• Lysine Hydrochloride Spot Price weakened while Germany’s Price Index fell amid elevated inventories and discounts.
• Lysine Hydrochloride Price Forecast suggests modest downside as exporters prioritise volume clearance; buyers defer purchases.
• Lysine Hydrochloride Production Cost Trend: higher feedstock and freight, pressuring margins despite still weak demand.
• Lysine Hydrochloride Demand Outlook sees weak feed-grade consumption while food-grade nutraceutical demand remains resilient domestically.
• Lysine Hydrochloride Price Index pressured from high inventories, Hamburg congestion and Rhine disruptions delaying shipments.
• Major exporters increased shipments, keeping offers competitive and constraining price rallies despite German buyer restocking.
Why did the price of Lysine Hydrochloride change in September 2025 in Europe?
• Oversupply from low-cost Asian exporters increased German on-dock inventories, weakening negotiating power for sellers significantly.
• Soft livestock and feed demand reduced restocking urgency, pressuring spot procurement and lowering domestic offtake.
• Logistics bottlenecks at Hamburg and low Rhine water levels disrupted shipments, tightening food-grade supply selectively.
For the Quarter Ending June 2025
North America
• The overall Lysine Hydrochloride spot price in North America showed a downward quarterly trend, with an average quarter-over-quarter change of -4.78%. By June, feed-grade Lysine Hydrochloride spot price was USD 1,242/MT, slightly down, while food-grade reached USD 2,417/MT with a mild rebound.
• The Q2 market experienced marked divergence: feed-grade prices softened due to persistently high global inventories, while food-grade saw moderate support from dietary supplement demand and tighter supply base, especially in June.
• June 2025 developments highlighted continued decreases in feed-grade pricing amid robust international competition and oversupply, while food-grade lysine moved upward following supply tightness, delayed shipments, and currency-driven import costs.
• The Lysine Hydrochloride production cost trend within the quarter was mixed. Feed-grade production benefited from stable raw material expenses but suffered margin compression as global oversupply took hold. Food-grade costs were elevated, tracked to compliance and fewer specialized producers.
• Lysine Hydrochloride demand outlook showed a polarized quarter: strong spring livestock cycles briefly elevated feed-grade demand in April, but demand waned by June with overstocked buyers and softened feedstock rotations. Food-grade demand was steadier in Q2 due to supplement and pharmaceutical sector resilience.
• Import logistics faced challenges from trans-Pacific bottlenecks and freight surges, especially in April and May, impacting both spot pricing and buyer behavior. Domestic logistics disruptions further added to variability in June.
• Competitive Lysine Hydrochloride pricing from Asian suppliers, especially China, drove aggressive spot price negotiation across the region. This dynamic, heightened by ample regional inventories, prompted buyers to delay forward purchase commitments.
• By the end of Q2, the Lysine Hydrochloride spot price reflected considerable volatility between feed- and food-grade segments, with buyers monitoring anti-dumping duty developments and currency impacts for next-quarter procurement decisions.
• The Lysine Hydrochloride price forecast for next quarter points to continued pressure on feed-grade lysine, with potential for mild recovery if global production rationalizes. Food-grade outlook remains cautiously bullish amid anticipated compliance changes.
• Market participants expect Q3 to be shaped by shifting U.S.-China trade policies, ongoing global supply distribution, and demand uncertainty in key animal nutrition and nutraceutical sectors.
APAC
• Q2 in APAC was marked by a robust downward trend overall, with an average quarter-over-quarter spot price change of -6.57%. In June, the Lysine Hydrochloride spot price for feed-grade hit USD 995/MT and food-grade was USD 2,170/MT, reflecting continued competitive export pricing from China.
• April began with temporary spot price upticks as factory maintenance, high raw material costs, and regulatory shutdowns induced supply constraints and restricted export allocations.
• Lysine Hydrochloride Production cost trend in Q2 initially surged due to elevated corn and glucose inputs and strict energy controls. By June, costs stabilized as raw materials normalized, but global oversupply and competition pressured profitability.
• Lysine Hydrochloride demand outlook reversed over the quarter: a strong April from peak farming season and stockpiling gave way to significant contraction in May and June as global end-user demand stayed subdued, with feed and supplement manufacturers delaying purchases.
• In June 2025, both feed-grade and food-grade spot prices fell sharply due to persistent oversupply, high inventory build-up, and intensified competition from lower-priced suppliers in Vietnam and Brazil.
• Lysine Hydrochloride producers such as Meihua and Eppen maintained high operating rates despite falling Lysine Hydrochloride spot prices, motivated by prior export contracts and government stance on capacity control.
• Export logistics improved in June as container availability increased and lower freight rates enabled exporters to cut CIF offers, further pressuring spot prices in global markets.
• China’s aggressive price discounting strategy, combined with stable raw material costs, enabled suppliers to sustain shipment volumes and defend export market share against rapidly emerging regional competitors.
• Lysine Hydrochloride price forecast for the next quarter remains bearish unless there is a substantial demand-side recovery; buyers are expected to delay large-volume contracts in anticipation of further price drops.
• The market signals Q3 will be defined by continued caution among global buyers, further output diversification from Asian producers, and increasing margin pressure on Chinese exporters.
Europe
• Europe displayed an overall downward trend this quarter, averaging a -7.69% quarter-over-quarter spot price movement. By June, the feed-grade Lysine Hydrochloride spot price was USD 1,105/MT and food-grade reached USD 2,280/MT, with the latter showing a notable late-quarter rally.
• In April, feed-grade prices rose sharply due to EU-imposed anti-dumping duties and strained supply, while food-grade fell on oversupply and sluggish demand.
• Early in the quarter, production cost trend was upward, driven by higher import tariffs and limited domestic manufacturing. Cost pressures eased toward June as improved logistics and lower tariffs facilitated more competitive Asian imports.
• Lysine Hydrochloride demand outlook trended downward over Q2, particularly for feed-grade, as European livestock and feed producers managed sufficient carryover inventories and responded cautiously to falling spot prices.
• June developments revealed a split: steady feed-grade price declines amid excess global supply, but food-grade prices rebounded, fueled by pre-emptive buying ahead of expected mid-July anti-dumping duties and supply chain disruptions at major ports.
• Severe port congestion and Rhine logistics issues in Q2 delayed shipments and fragmented supply chains, disproportionately impacting food-grade lysine with tighter lead-time requirements.
• Chinese exports dominated the supply side as EU tariffs were relaxed from May, triggering a flood of low-cost imports that sharply reduced overall spot prices for both grades.
• Domestic EU manufacturers experienced underutilization as aggressive Asian pricing eroded their competitiveness, prompting further margin compression across the quarter.
• Lysine Hydrochloride price forecast for Q3 indicates continued softness for feed-grade lysine, particularly if Asian oversupply persists, while food-grade could see intermittent upward pressure on tighter compliance and speculative buying.
• Q3 market sentiment hinges on EU regulatory decisions, port infrastructure performance, and eventual alignment between inventory drawdowns and real end-use consumption across both segments.
For the Quarter Ending March 2025
North America
Throughout the first quarter of 2025, the North American Lysine Hydrochloride market exhibited contrasting trajectories across feed-grade and food-grade categories, shaped by distinct supply-demand fundamentals and logistical constraints. Feed-grade prices commenced the quarter on a firm note, bolstered by reduced product availability and active procurement from livestock operators contending with logistical delays and weather-related disruptions.
Concurrently, the surge in corn prices, a pivotal fermentation feedstock, inflated production costs, prompting manufacturers to implement upward revisions in feed-grade pricing. Conversely, food-grade Lysine Hydrochloride values underwent marginal corrections in January amid lacklustre procurement interest from the pharmaceutical and nutraceutical sectors and persistent oversupply conditions. Moving into February, a divergence materialized as feed-grade quotations declined, pressured by inventory overhang, muted livestock demand, and deliberate stock management by buyers.
In contrast, food-grade prices advanced, supported by firm consumption from food processing and health-related segments, alongside higher import costs triggered by dollar depreciation. By the end of March 2025, these divergent market dynamics prevailed, with feed-grade prices remaining suppressed on ample inventories, while food-grade quotations-maintained firmness on steady downstream demand and persisting logistical inefficiencies.
Asia Pacific
The Asia Pacific Lysine Hydrochloride market endured considerable volatility in the first quarter of 2025, driven by regulatory changes, seasonal production shifts, and fluctuating procurement activity across downstream sectors. The quarter began with firm pricing momentum as significant anti-dumping duties imposed by external trading partners on regional lysine exports reshaped export strategies and created short-term supply dislocations.
Simultaneously, scheduled manufacturing halts and environmental compliance measures reduced operational capacity, tightening product availability and bolstering market sentiment. However, the onset of major regional holidays in February disrupted production schedules, with temporary factory closures and logistical slowdowns curbing both supply and outbound shipment volumes. While freight rates softened post-holiday due to reduced export activity, most buyers had pre-emptively stockpiled inventories before the seasonal break, diminishing fresh procurement activity.
This high inventory position within food processing and livestock sectors, coupled with weakening demand, exerted downward pressure on both feed-grade and food-grade prices. Additionally, improving vessel availability and stabilizing freight rates compounded the bearish trend. These market conditions persisted through March 2025, resulting in an overall subdued quarterly performance characterized by oversupply, slow downstream off-take, and restricted procurement volumes across key consuming segments in the region.
Europe
The European Lysine Hydrochloride market was marked by pronounced supply-side disruptions and shifting procurement dynamics during the first quarter of 2025. At the start of the quarter, regulatory intervention in the form of substantial anti-dumping duties on lysine imports from key Asian origins significantly raised landed costs for regional importers. This abrupt regulatory adjustment prompted immediate price escalations, with buyers rushing to secure available stocks from alternate suppliers, creating a short-lived supply gap.
Concurrently, constrained domestic production and limited regional manufacturing output intensified supply tightness, particularly within feed-grade applications. This scenario supported firm upward price revisions during January. However, by February, market sentiment began to ease as procurement activity from livestock operators softened amid persistent high inventory levels and cautious budget allocations. In the food-grade segment, demand remained restrained as economic headwinds and inflationary concerns moderated consumer spending on health supplements and fortified food products, limiting fresh contract activity.
By the close of March 2025, the market showed signs of gradual stabilization, aided by increased availability of competitively priced supplies from alternative Asian producers. Despite this easing, quarterly average prices remained above late 2024 levels, primarily due to the sharp regulatory-induced rally in January and a lagging recovery in overall demand fundamentals.
For the Quarter Ending December 2024
North America
In the fourth quarter of 2024, the L-Lysine Hydrochloride market in the USA experienced notable shifts, with feed-grade prices facing a decline early in the period. A slowdown in downstream consumption initially dampened trade activity, as inventories swelled, and external disruptions like port strikes and hurricanes exacerbated supply challenges. Despite these setbacks, feed-grade prices remained under pressure due to weak demand and inventory build-ups, although the influence of feedstock corn prices offered some support.
Conversely, food-grade prices saw substantial gains, driven by robust regional demand and logistical issues, such as the ILWU strikes and soaring shipping costs from Asia. These factors pushed landed costs higher, impacting pricing in the domestic market. By November, both feed and food-grade variants experienced a steady price rise, fueled by global supply chain disruptions and increasing production costs, especially with rising feedstock prices and stronger export prices from key suppliers like China.
The market also faced upward price pressure from a volatile dollar-yuan exchange rate, affecting importers' procurement costs. Proactive buying activity further contributed to the rise, as traders responded to anticipated regulatory changes and tariff adjustments. This marked a shift towards sustained high prices, highlighting the importance of strategic planning to manage supply chain risks. Overall, the market witnessed an optimistic trajectory with the demand side outspacing the overall supply side.
APAC
In the fourth quarter, China's L-Lysine Hydrochloride market saw a notable rise in export prices, driven by strategic pricing and strong trading confidence. Although demand remained moderate, manufacturers kept prices steady, focusing on margin protection amidst stable consumption from the animal feed and food sectors. The strengthening of the U.S. dollar against the Chinese yuan enhanced the appeal of Chinese exports, maintaining consistent inquiry levels. Supply constraints, coupled with reduced inventory among traders, further supported elevated price levels. The feedstock market also provided solid cost support despite global fluctuations, helping maintain price stability. However, December brought a shift in market dynamics. The feed-grade segment faced downward pressure, with weakening demand and a bearish sentiment overshadowing price expectations. This was compounded by geopolitical uncertainties and currency instability, prompting suppliers to engage in aggressive destocking and offering discounts to manage inventories ahead of year-end. Conversely, the food-grade segment remained robust, as end users continued to restock prudently despite price pressures. The dollar-yuan exchange rate played a key role in sustaining pricing stability, allowing manufacturers to retain control over price levels, and ensuring a balanced market environment for both buyers and sellers.
Europe
In Q4 2024, the L-Lysine Hydrochloride market in Germany saw a significant and steady price increase, driven by a combination of global economic factors and supply chain disruptions. Limited supply from key producers, along with heightened demand in certain downstream sectors, fueled a favorable market sentiment. Domestic prices rose as producers capitalized on constrained inventories from exporters, while elevated input and import costs added pressure on both importers and consumers, particularly in the pain relief industry. While, the depreciation of the euro further exacerbated import cost increases, making foreign supplies more expensive. Additionally, delays in production and shipping from key producing countries intensified the upward price trend. In the food-grade segment, stable demand for food additives and ingredients resulted in higher acceptance of goods at elevated prices, with strategic stockpiling by buyers benefiting traders. The market exhibited a supplier’s advantage, further supported by the weaker euro. Meanwhile, the feed-grade segment saw a steady price decline as Q4 concludes, driven by falling global soybean and corn prices, which led to reduced Lysine inclusion in animal feed. Despite high inventories among traders, buyers were cautious in procurement, resulting in subdued trade activity. Overall, the market trajectory majorly remained on the optimistic side with the supply side balancing the overall demand side for feed grade and considerably constrained inventories concerning the food grade.
