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The EUDR is now scheduled to apply on 30 December 2026 after a second postponement under Regulation (EU) 2025/2650. The article reviews whether the regulation will be reopened for simplification, with the Commission due to report by 30 April 2026.
It also covers expected 2026 milestones including the draft delegated regulation and scope changes.
Ongoing uncertainty over EUDR scope and simplification affects how EU buyers source soy and palm oil, which can weigh on EU-bound premiums. The price effect stays limited until the rules take effect.
mayerbrown.comFeb 18, 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.
