TRADE TIDES 76 FEED & ADDITIVE MAGAZINE October 2025 “In 2025, prices for most vitamins, amino acids, and other feed additives fell sharply due to weak demand from the feed sector, amplified by trade and consumption uncertainties that drove hand-to-mouth purchasing and inventory drawdowns. While Methionine and Vitamin B1 prices held stable to firm year-onyear and year-to-date, Vitamins A and E saw steep declines from elevated levels caused by the BASF force majeure, fueled by expectations of production restarts and price normalization.” FEED ADDITIVES: FIRST-HALF RESULTS OUTSHINE UNCERTAIN OUTLOOK Earnings reports for the second quarter and first half of 2025 highlight robust resilience and growth across most ingredients producers and sector participants, but outlooks were growing cautious, according to Kemiex’s latest Monthly Market Pulse report. Corporate growth was attributed to a mix of increased volumes and previously favorable prices for select vitamins and amino acids. Additives markets continue to show moderate momentum, even as fourth-quarter contraction intensifies and as key industry events such as VIV Nanjing and SPACE delivered few surprises. Companies cite risks from ever-changing tariff policy and uncertainty, anti-dumping cases, currency developments, and lackluster downstream demand. BASF has lifted force majeure for multiple forms of Vitamin A, Vitamin E, and other products between June and September, enabling a phased reentry into its core animal and human nutrition markets expected from Q4. In the wider downstream agri-food sector, animal diseases such as avian flu continue to spark volatility from temporary trade bans between countries. China is pressing forward with anti-dumping inBy Stefan Schmidinger, Chief Economist at Kemiex Photo: Kemiex
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