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Five European organisations wrote to the European Commission on 10 November asking for emergency measures over the EU anti-deforestation rules, due to start on 30 December. The European feed manufacturers' federation FEFAC estimates a possible shortfall of about 5 million tonnes of soymeal in the 2026/27 season.
Proposals include simpler traceability requirements and agreements with exporting countries.
A possible EU soymeal deficit of about 5 million tonnes would increase import demand for Brazilian and other soymeal and could support meal prices. Easing the rules would also let more Brazilian product reach the EU, so the story points to firmer soymeal demand.
terratnn.com.brRedaçãoNov 13, 2026After 172 past bullish policy events, Soybean Meal moved a median +0.0% over 5 sessions (50% higher; middle half -1.5% to +1.7%), and -0.8% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
