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Rabobank analysis says the EUDR, adopted by the European Council in May 2023, will require investment across the palm oil supply chain. It notes that RSPO identity-preserved and segregated models can serve as a short-term compliance route within the 18-month grace period.
Smallholder involvement is identified as key to avoiding their exclusion from EU markets.
Compliance costs and segregated supply chains could tighten available EU-eligible palm oil and raise premiums for certified volumes. The longer-term effect is an incentive to expand traceable production rather than an immediate supply shock.
rabobank.comOscar Tjakra Senior Analyst24 ago 2023Tras 513 eventos neutral de política pasados, Aceite de palma se movió una mediana de 0,0 % en 5 sesiones (50% al alza; mitad central entre -1,6 % y +1,4 %), y -0,1 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
