- Global L-Lysine prices remained firm to upward in Q1’26, supported by fluctuating sugar availability, higher fermentation costs, and tighter export supply from Asia.
- Feedstock pressure strengthened as global sugar production and trade volatility impacted manufacturing economics and export offers across major producing countries.
- Downstream demand from animal feed, poultry, and swine nutrition sectors remained stable, while buyers maintained cautious procurement due to elevated logistics and inventory costs.
During Q1’26, the L-lysine market followed a moderately firm trend led by Asia, particularly China, where suppliers maintained stable export offers amid higher operating and logistics costs. Estimated global sugar production is about 180.75 million metric tons for 2024/25, while India’s sugar output was projected to be near 35 million metric tons, influencing fermentation economics for amino acid production. Demand from feed-grade applications remained steady across the poultry and swine sectors in Asia and North America, supporting regular procurement activity. In Europe, elevated freight and insurance costs linked to Strait of Hormuz disruptions increased landed import costs, while cautious buying limited stronger price gains. Reuters also reported tightening sugar availability in India due to lower cane yields and early mill closures during Q1’26, supporting upstream sentiment.