US officials warned on Friday that the EU Deforestation Regulation could cost American exporters access to the bloc if implemented without changes. A USDA official said compliance burdens such as traceability and segregation would fall on US soybean exports, which Washington estimates could affect about €7.8 billion in annual US exports to the EU.
The EU is set to review the regulation in April.
Reduced US soybean meal and soybean access would tighten EU protein feed supply, potentially lifting European feed costs and shifting demand toward Brazilian soy.
After 696 past bullish trade events, SOY moved a median +0.3% over 5 sessions (54% higher; middle half -1.3% to +1.9%), and +0.7% over 20.
After 342 past bullish trade events, SBM moved a median +0.1% over 5 sessions (51% higher; middle half -1.1% to +2.6%), and +0.6% 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.