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The European Commission is working on specifying EUDR provisions and may expand the product list. The regulation covers seven commodities, including soy, palm oil, cattle and rubber, and bars placing non-compliant products on the EU market.
Possible expansion of EUDR scope adds compliance costs for soy and palm oil trade into the EU, which can shift flows and regional prices.
crido.plMarta Kolbusz-Nowak Iwona Jakubiak Klaudia PociechaFeb 18, 2026After 356 past bullish policy events, SOY moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.
After 548 past bullish policy events, PALMOIL moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% over 20.
After 172 past bullish policy events, SBM moved a median +0.0% over 5 sessions (50% higher; middle half -1.5% to +1.7%), and -0.8% 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.
