The Lysine Left China Before the Duty Did
The ITC voted lysine from China injurious on Wednesday, the last step before July's margins become orders. The book those orders protect already moved: China went from 98.6 percent of first-half US imports to 37.6 percent while the case was still running, and Korea took the difference. Also on the file: three citric acid origins enter review in one notice, Advancion buys fifty more days on Tris, PET film's annual sweep opens, and EPA pushes RFS reporting to October 1.
Commerce published the lysine margins in July. The International Trade Commission cast the injury vote that turns them into orders on Wednesday, and the notice reaches the Federal Register on Tuesday.
The petition behind it was filed on May 28, 2025.
Somewhere in those fifteen months, the import book the orders are meant to protect turned over without them.
"How much of a trade case lands before anybody pays a cent of duty?"
US imports of lysine from China ran 11,377 tonnes in July 2025. Every month since has come in under 5,400, and this May came in at 528 (chart below).
Here is the file.
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