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Trase analysis finds that soy traders face more EU regulatory exposure from conversion of Brazilian savannah and grassland than from forest clearing. Only 17% of recent soy expansion into natural habitats was into forests.
The EU is due to consider broadening the regulation to other wooded lands by September 2024 and to grasslands by September 2025.
If the EU broadens its scope to Cerrado and Pampa land, a larger share of Brazilian soy could face compliance costs or exclusion from EU markets. That could shift soy flows and support EU-compliant soy premiums.
trase.earthMark Titley, Tiago Reis21 mar 2023Tras 554 eventos neutral de política pasados, Soja se movió una mediana de +0,0 % en 5 sesiones (51% al alza; mitad central entre -1,4 % y +1,6 %), y +0,6 % 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.
