In June 2025, the US amino acid market is likely to continue under chronic downward pressure, with the majority of benchmark amino acid prices set to stay close to multi-year or all-time lows. Market fundamentals still show a surplus-driven environment, strongly influenced by excessive global output鈥擟hina's most notable鈥攁nd lackluster downstream demand in feed, food, and pharmaceutical applications. Therefore, amino acids such as lysine, threonine, methionine, tryptophan, and valine are expected to move at muted levels in key U.S. ports such as New Orleans, Los Angeles, and Newark.
In June 2025, the US amino acid market is likely to continue under chronic downward pressure, with the majority of benchmark amino acid prices set to stay close to multi-year or all-time lows. Market fundamentals still show a surplus-driven environment, strongly influenced by excessive global output鈥擟hina's most notable鈥攁nd lackluster downstream demand in feed, food, and pharmaceutical applications. Therefore, amino acids such as lysine, threonine, methionine, tryptophan, and valine are expected to move at muted levels in key U.S. ports such as New Orleans, Los Angeles, and Newark.
Amino acid, a critical feed additive, is forecast to remain bearish throughout June due to oversupply and competitive Chinese FOB offers. With Q2 contracting activity sluggish and feed demand recovery in the poultry and swine sectors slower than expected buyers in the U.S. are maintaining a wait-and-watch stance concerning the sales of amino acid. Inventories remain high among distributors, reducing the urgency for new bookings.
Although there are signs of pricing resistance from manufacturers as margins erode, no significant production cutbacks have been announced yet, keeping amino acid prices depressed. While some stabilization has been observed in the world, the U.S. market will most likely experience ongoing price stagnation in June. Conservative forward booking has been practiced, and while feed integrators have booked some volume for Q3, oversupplied conditions continue to prevail. Chinese-origin threonine continues to materialize at competitive prices, further eroding domestic and European-origin product offerings.
However, this stability in amino acid prices comes mainly at historically low pricing bands. The market had digested earlier Q2 imports nicely, but the downstream pull-through has not picked up significantly. With leading suppliers having closed most Q3 contracts by mid-June, the amino acid market is likely to remain flat, except for any unforeseen supply disruption or logistic delay.
In addition, European anti-dumping action on Chinese-origin amino acids has steered some of those volumes into North America, adding to the pressure on U.S. market fundamentals for amino acids. Forward buying by distributors is restrained, and consumption levels are still below pre-pandemic levels.
The sustainably high rates in freight from China to the U.S. throughout late May and June 2025 have continued to place downward pressure on amino acid prices throughout the U.S. market. As sharply rising ocean freight rates鈥攆ueled by Red Sea-related ship re-routing, container scarcity, and peak season charges鈥攁re making importers more hesitant to place big-volume orders, buying activity in amino acids has slowed and shoppers increasingly turned to already-held inventories. The upward drive has softened overall market demand. Consequently, the amino acid market in the U.S.鈥攅specially for lysine, threonine, and tryptophan鈥攔emains in the grip of oversupply conditions, with amino acid prices stabilizing or falling further owing to subdued restocking.
In the future, freight rate normalizing and possible Chinese rationalization of production can provide limited upside support during Q3 2025.
