The European Commission told industry it will not reopen the core EUDR text but will propose targeted tweaks, including a delegated act on the product list. Palm oil soap and instant coffee could be added to scope.
A simplification package is expected by the end of April, with the delegated act opened for feedback in late March or early April.
Adding palm oil soap and instant coffee to scope would widen compliance requirements for palm oil and coffee flows into the EU. The change is a policy signal rather than an immediate supply shock.
After 400 past bearish policy events, Palm Oil 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.