
Regulation (EU) 2025/2650 was published on 23 December 2025 after a political agreement on 4 December, postponing the EUDR and reducing administrative obligations for some supply chain actors. Without the amendment the rules would have applied from 30 December 2025.
The fundamental ban on placing deforestation-linked products on the EU market is unchanged.
The publication removes the risk of an immediate December 2025 start, giving importers of soy, palm oil and cattle products more time to adjust. Price impact is limited, but the delay shifts compliance costs into 2026.
After 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.