For the Quarter Ending September 2025
North America
• In USA, the Threonine Price Index fell by 4.54% quarter-over-quarter, reflecting feedstock demand and seasonality.
• The average Threonine price for the quarter was approximately USD 2130.00/MT, adjusted for standard shipping.
• Threonine Spot Price weakened amid lower regional feedstock demand while the Price Index trended downward.
• Threonine Production Cost Trend showed modest reductions due to cheaper feedstock methanol and energy stability.
• Threonine Demand Outlook remains subdued for feed and specialty sectors, pressuring margins and limiting upside.
• Threonine Price Forecast indicates stabilization as inventories normalize and export enquiries recover modestly over months.
• Threonine Price Index sensitivity increased due to higher inventories and softer domestic demand versus exports.
• Operational turnarounds at regional amino acid plants tightened supply briefly, but restart schedules limited support.
Why did the price of Threonine change in September 2025 in North America?
• Elevated inventories and weaker feedstock consumption reduced spot uptake, lowering prices across domestic market channels.
• Stable energy costs and lower methanol eased production cost pressures, contributing to downward Price Index.
• Logistical optimization and constrained export demand limited arbitrage opportunities, dampening short term export driven spikes.
APAC
• In China, the Threonine Price Index fell by 5.14% quarter-over-quarter, reflecting lower export inquiry activity
• The average Threonine price for the quarter was approximately USD 1970.00/MT reflecting stable domestic supply
• Threonine Spot Price weakened amid soft export demand and easier upstream raw material cost pressures
• Threonine Price Forecast revised lower for near term as demand softness outweighs seasonal restocking expectations
• Threonine Production Cost Trend showed modest easing due to reduced feedstock amino acid precursor prices
• Threonine Demand Outlook remains subdued with animal feed purchasing delays and uncertain export order books
• Threonine Price Index pressure intensified as inventories rose and export demand softened across domestic plants
• Major producers reported steady operations but some extended turnarounds constrained supply tightening during the quarter
Why did the price of Threonine change in September 2025 in APAC?
• Rising local inventories and weaker export orders reduced physical offtake, pressuring selling prices across regions
• Easing feedstock costs slightly lowered production cost baselines, but margins remained under pressure this quarter
• Logistic congestion improved, yet subdued downstream buying and cautious restocking delayed meaningful price recovery expectations
Europe
• In Germany, the Threonine Price Index fell by 5.0% quarter-over-quarter, reflecting weaker demand and inventories.
• The average Threonine price for the quarter was approximately USD 2050/MT, reflecting regional spot blends.
• Threonine Spot Price remained pressured as competitive imports and softened feed demand reduced trading activity.
• Threonine Production Cost Trend showed limited pressure since natural gas and feedstock costs were stable.
• Threonine Demand Outlook remains subdued as feed and food buyers delayed restocking, weighing spot activity.
• Threonine Price Forecast suggests sideways to softer movement absent export demand or inventory draws near-term.
• Threonine Price Index volatility increased because of plant turnarounds and sporadic logistics disruptions affecting deliveries.
• Inventory overhang at regional warehouses weakened Threonine Spot Price and pressured producer margins across Germany
Why did the price of Threonine change in September 2025 in Europe?
• Lower feed and food demand increased pressure on spot prices amid an existing inventory overhang.
• Contained feedstock and energy costs limited production cost inflation, reducing pressure on Threonine Price Index.
• Logistics delays and plant maintenance caused localized supply mismatches, thereby insufficient to offset inventory overhang.
For the Quarter Ending March 2025
North America
In North America during Q1 2025, the Threonine market is characterized by a delicate balance between supply and demand amidst fluctuating economic conditions. Supply constraints, exacerbated by production halts in exporting countries due to national holidays and transportation delays, have intensified market instability. Despite these challenges, stable inventory levels among traders have helped temper volatility. However, weak downstream demand across key sectors and subdued buying activity have contributed to a cautious market sentiment, with expectations of a gradual price decline as demand softens through the quarter.
In the USA, Threonine prices declined by 1.93% from Q4 2024 to Q1 2025, averaging 1663 USD/MT in the current quarter. Monthly prices exhibited a fluctuating pattern, reflecting intermittent supply disruptions and demand variability. Key drivers include supply chain challenges linked to Asian exports, tempered by stable inventories and weak end-user demand. The overall trend remains bearish, with a near-term outlook anticipating steady price decreases amid persistent market headwinds and cautious buyer behavior.
Asia Pacific
The APAC Threonine market in Q1 2025 is characterized by a generally loose supply-demand balance, with supply outpacing demand amid sufficient inventories across the region. While increasing global meat production supports feed-grade L-Threonine consumption, production bottlenecks and raw material constraints exert upward pressure on prices. However, subdued trade activity, cautious downstream purchasing, and competitive pricing strategies amid high inventory levels temper market momentum. Seasonal transitions and logistical challenges further contribute to a fluctuating market sentiment, with traders focusing on inventory clearance.
In China, feed-grade L-Threonine prices declined by 5.94% from Q4 2024 to Q1 2025, averaging 1425 USD/MT in the current quarter. Monthly prices exhibited fluctuations, reflecting a complex interplay of factors including limited raw material availability, elevated manufacturing costs, and consistent bulk feed manufacturer purchases. Despite some upward price pressures, subdued regional inquiries and inventory surpluses have led to a predominantly bearish trend. Near-term outlook suggests continued price moderation as traders prioritize inventory liquidation amid a loose supply-demand environment.
Europe
The European Threonine market in Q1 2025 is characterized by a complex interplay of supply constraints and demand stabilization. Reduced output from major Asian suppliers due to post-holiday operational lags has tightened availability, prompting importers to build excess inventories. While downstream purchasing shows signs of recovery, ample existing stocks and a slowdown in key sectors such as food and feed temper immediate price escalation. Improved logistics and lower freight costs contribute to a cautiously optimistic yet cautious market sentiment, with expectations of a gradual price normalization as the quarter progresses.
In Germany, Threonine prices declined by 3.02% from Q4 2024 to Q1 2025, averaging 1608 USD/MT during the current quarter. Monthly prices exhibited a fluctuating pattern, reflecting short-term supply disruptions and inventory accumulation by importers anticipating further constraints. Elevated feed corn costs and anti-dumping tariffs on Chinese imports have maintained upward pressure, yet downstream demand softness and sufficient inventories have moderated price gains. The overall trend is mildly bearish, with a near-term outlook favoring inventory clearance and a price correction entering Q3 2025.
For the Quarter Ending December 2024
North America
The U.S. L-Threonine market in Q4 2024 exhibited a complex scenario with contrasting market forces. Feed-grade L-Threonine saw significant price increases due to robust demand from the animal feed sector and logistical disruptions, particularly from port strikes and higher international shipping costs.
The heightened supply chain pressure from strikes at U.S. ports and increased shipping expenses from Asia drove up landed costs, amplifying price pressures. In contrast, food-grade L-threonine prices experienced a downward trend, mainly due to oversupply and low trading volumes. Increased production and growing inventory levels, coupled with weaker demand, kept prices under pressure. Despite supplier efforts to offer discounts, a general bearish market sentiment prevailed. The market also contended with rising costs from Chinese suppliers, who raised export prices due to higher feedstock costs and production expenses, further strained by the volatile dollar-yuan exchange rate.
However, Chinese suppliers' attempts to liquidate stock resulted in a slower price escalation, as U.S. buyers took advantage of competitively priced imports. Reduced domestic consumption and limited spot buying compounded the oversupply, resulting in a weaker price trajectory. By December 2024, the market showed no clear signs of recovery, indicating a challenging near-term outlook, as U.S. buyers leveraged the availability of competitively priced imports to manage costs amid muted domestic consumption for both grades.
APAC
In the Chinese market for L-Threonine, the quarter witnessed a steady rise in export prices, for both feed and food grade largely driven by cautious demand from key sectors like animal feed and food additives. Despite weaker raw material prices, particularly corn derivatives, manufacturers maintained elevated production costs due to logistical challenges and higher storage expenses. The appreciation of the U.S. dollar against the yuan further supported the decision to uphold strong pricing strategies. At the same time, demand remained relatively stable, though buyers were selective, with many opting for smaller, targeted purchases due to the high price levels. While geopolitical factors such as potential U.S. tariff changes influenced pricing strategies, the overall market sentiment was optimistic, as inquiries remained steady both domestically and internationally. Improved logistics and seasonal upticks in export orders bolstered activity, although competition among suppliers intensified as limited buyer engagement led to aggressive pricing adjustments. Manufacturers navigated this market environment carefully, with strategic planning necessary to manage ongoing supply challenges and price fluctuations. Looking ahead, until November 2024, the outlook suggests sustained demand. While, December’s trends in China’s L-Threonine markets highlight subdued demand and bearish sentiment. Factories maintain steady quotations and ensure a robust supply of domestic and international brands with respect to the demand side, However, November's month-over-month solid Threonine imports reflect efforts to manage supply despite limited buyer interest. Buyers remain cautious, limiting purchases to immediate needs, which has intensified price competition among suppliers and supported an overall downward trend.
Europe
The German L-Threonine market in the quarter experienced nuanced strategic positioning amidst complex global dynamics. Manufacturers navigated challenging terrain by implementing adaptive pricing strategies that balanced production costs with market demand. Despite fluctuating raw material prices, particularly in corn derivatives, companies maintained resilient operational approaches. Market sentiment was characterized by measured optimism, with producers carefully calibrating supply chains to match evolving international requirements. Strategic inventory management became crucial, with companies focusing on efficient logistics and precise demand forecasting. The interplay between domestic production capabilities and international market signals created a sophisticated economic ecosystem. Manufacturers responded by developing flexible pricing models and diversifying their market engagement strategies. The food additive and animal feed sectors demonstrated particular interest, driving subtle but consistent market movements. As a result, the overall landscape reflected a complex balance between cautious restraint and strategic opportunity, underscoring the sophisticated nature of the L-Threonine market in the German region.
For the Quarter Ending September 2024
North America
In Q3 2024, the Threonine market in North America observed a period of stability in pricing concerning both the feed and food grade. This stability was influenced by several key factors, including supply chain disruptions, consistent demand from the feed sector, and strategic inventory management by suppliers.
Concerning the feed grade threonine, the market maintained equilibrium due to a balanced supply-demand dynamic, with prices experiencing a modest downward trend in the middle of the quarter. Conversely, food-grade Threonine prices saw a persistent rise in demand, reflecting a robot procurement behavior among downstream buyers. The USA, with the most significant price changes, exhibited a mix of positive and negative trends, with feed-grade prices showing resilience and food-grade prices demonstrating a significant upward trajectory. Supporting to this further, throughout the quarter, increased production costs, influenced by various factors like geopolitical events plant maintenance in the month of July-august, played a significant role in driving prices higher. The depreciation of the US dollar against other currencies inflated import costs, adding to the price escalation.
Overall, the quarter recorded a 4% and 1% increase from the previous quarter, indicating a steady market environment. The stable sentiment persisted throughout the quarter, culminating in a quarter-end price of USD 1600/MT for L-Threonine Feed grade CFR New York and USD 2500/MT L-Threonine Food grade CFR New York in the USA.
APAC
Throughout Q3 2024, Threonine prices in the APAC region remained elevated for both feed and food-grade products, supported by a stable supply-demand balance. For feed-grade Threonine, consistent production levels, effective inventory management, and prudent purchasing strategies from buyers contributed to price stability. In contrast, food-grade Threonine saw stronger price growth due to continuous demand from the downstream food and nutraceutical sectors, both regionally and internationally. The Chinese market, in particular, experienced notable fluctuations due to regional factors, including a container shortage in northern China and escalating freight costs, which increased export prices and indirectly benefited importing countries. Additionally, raw material markets provided cost support as feedstock prices stabilized and showed slight improvements, further pushing up product prices. Chinese traders responded by raising selling prices for existing inventories, reinforcing the overall upward trend. By the end of the quarter, Threonine prices had increased by 0.12% for feed grade and 2% for food grade, with quarter-ending prices at USD 1,340/MT for feed-grade L-Threonine and USD 2,250/MT for food-grade L-Threonine, both FOB Shanghai. These developments underscored the strong and consistent pricing sentiment observed throughout Q3 2024.
Europe
In Q3 2024, the Threonine market in Europe remained stable, with prices showing a consistent trajectory despite various influencing factors. The market was largely influenced by factors such as steady supply dynamics, and higher demand supporting an optimistic trading sentiment. The threonine market has seen a surge in demand from key sectors, particularly animal feed and pharmaceuticals, where it is used as an essential component for livestock nutrition and overall health. As consumers and manufacturers prioritize high-quality feed ingredients to enhance livestock productivity, the uptick in demand has put upward pressure on prices. Secondly, the price rise in key producing nations further supports this month’s market trajectory. Additionally, currency dynamics have played a significant role in the price fluctuations of threonine as well. With the euro appreciating against the USD throughout the quarter, has provided some resiliency among trades, even as imports continued to remain elevated. However, the market witnessed a steady drop in feed grade in the middle of the quarter with a balanced supply-demand outlook, resulting in an overall optimistic trajectory. As a result, the overall stability in prices can be attributed to the balanced interaction between supply and demand, with market participants navigating uncertainties cautiously. Seasonality and correlation in price changes remained evident, with a noticeable 6 and 1 percent increase from the previous quarter. The quarter ended with the price of L-Threonine Feed grade CFR Hamburg at USD 1575/MT and USD 2400/MT -Threonine Food grade CFR Hamburg in Germany respectively, showcasing a stable pricing environment for the entire quarter.
