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The European Commission proposed on 21 October 2025 to drop further postponement of the EUDR in favour of simplifications and a transitional period for large companies. The proposal targets reduced administrative burden for micro, small and medium-sized enterprises.
The article describes the shift away from the expected delay.
The change in Commission strategy signals that EUDR obligations will take effect largely on schedule, which keeps compliance pressure on soy and palm oil supply chains into the EU. This supports demand for deforestation-free certified product over the longer term.
kpmg.comJan 27, 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.
