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Fendler Salva Partners reports that the Commission's May 4, 2026 package includes a simplification report, updated FAQ and guidance, and a draft delegated act amending Annex I. Application is scheduled for December 30, 2026 for large and medium companies and June 30, 2027 for micro and small enterprises.
Staggered deadlines and a draft scope change keep EU compliance requirements for soy, palm and other covered commodities in flux through 2027. Buyers may keep sourcing from verified deforestation-free origins, which supports premiums for compliant supply.
fendlersalva.comArnaud FendlerMay 14, 2026After 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.
