
An article from co2news.sk summarizes the third amendment to the EUDR, adopted in December 2025, which simplifies obligations across the supply chain. It states that the regulation prohibits mass balance and requires physical segregation of covered commodities at every stage.
The seven commodity groups covered include soy and palm oil.
The ban on mass balance requires segregated supply chains for soy and palm oil into the EU. This raises handling costs and could widen the price gap between compliant and non-compliant origins.
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.