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The EUDR has been amended by Regulation (EU) 2025/2650, and the briefing explains what the regulation covers and what companies must do. It applies from 30 December 2026 for medium and large operators and 30 June 2027 for micro and small operators.
Seven commodities including soy, cattle, oil palm and coffee must be deforestation-free, legally produced and traceable to plots.
Soy, palm oil and cattle-related products face compliance costs and traceability requirements for EU sales, which could shift trade flows and add cost to EU-bound supply. The impact on feed-relevant prices is modest near term because the rules start in late 2026.
charlesrussellspeechlys.comKerry StaresFeb 11, 2026After 369 past bearish policy events, SOY moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.8%), and +0.8% over 20.
After 399 past bearish policy events, PALMOIL 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.
