
A BDO summary says the Commission adopted two EUDR measures in July 2026, removing cattle hides, soybeans for sowing and some rubber and seat products from scope. Soluble coffee, certain palm oil derivatives and frozen cattle tongues were added, with the new products applying from 30 December 2027.
The scope changes lighten the compliance load on soybean seed and some cattle products while the palm oil derivative additions bring extra due diligence later, a modest factor for EU feed-ingredient flows.
After 554 past neutral policy events, SOY 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, PALMOIL 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.