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The European Commission published a fifth update of its FAQ on the EU Deforestation Regulation on 21 August, clarifying traceability and due diligence obligations. Operators must link soya, cocoa, timber, rubber, palm oil and cattle to production plots, using polygons for plots over four hectares.
Buyers of soy, palm oil and cattle-derived feed ingredients into the EU face strict geolocation and segregation requirements, which could tighten compliant supply and add cost ahead of the December 2026 application date.
agenceurope.euAug 26, 2026After 356 past bullish policy events, Soybeans moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.
After 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% 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.
