The European Commission published the Delegated Act updating the EUDR product scope in the Official Journal on 17 September 2026, effective 18 September. It removes cattle hides and leather, re-treaded tyres, soybeans for sowing and some rubber goods, and adds soluble coffee, certain palm oil derivatives and frozen cattle tongues from 30 December 2027.
Removing soybeans for sowing and cattle leather trims compliance burden on those flows, while the palm derivative and cattle tongue additions bring future due diligence costs; the direct feed price impact is small.
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.