
The European Commission adopted a Delegated Act updating the product list under the EU Deforestation Regulation (EUDR) and an Implementing Act setting out its information system. The measures follow the legislative amendment agreed in December 2025 and the May 2026 simplification package.
The Regulation applies from late December 2026.
Adding certain palm oil derivatives to EUDR scope adds due-diligence compliance costs for EU imports, which mildly weighs on EU palm product demand. Feed-relevant soy and cattle items were mostly unaffected.
After 400 past bearish policy events, Palm Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% 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.