The EU Deforestation Regulation (EUDR) applies to large and medium-sized companies from 30 December 2026 and to micro and small companies from 30 June 2027. It covers seven commodities (cattle, cocoa, coffee, oil palm, rubber, soy and wood) plus derived products, and importers must show goods were not produced on land deforested after 31 December 2020.
Compliance requirements for soy and palm oil entering the EU could add traceability costs and may divert some supply toward non-EU buyers, a modest factor for prices.
After 554 past neutral policy events, Soybeans moved a median +0.0% over 5 sessions (51% higher; middle half -1.4% to +1.6%), and +0.6% over 20.
After 513 past neutral policy events, Palm Oil moved a median 0.0% over 5 sessions (50% higher; middle half -1.6% to +1.4%), and -0.1% 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.