The choke point

If five plants stop, billions starve

A single specialty chemical — mandatory in all poultry feed, producible by only five companies — controls the entire global chicken supply chain.

The number

50% of global methionine supply at risk from two plant disruptions

DL-methionine is non-substitutable; chickens cannot synthesize it and cannot reach commercial growth without it. A simultaneous outage at Evonik's Antwerp and Adisseo's Commentry facilities would collapse half the world's methionine supply with zero workaround, and new capacity takes 3–5 years and $500M–$1B to build.

Source: Evonik MetAMINO — DL-Methionine for Animal Nutrition · Evonik Industries AG · Dec 31, 2023

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