
As of 30 January 2026, the EUDR applies from 30 December 2026 for large and midsize companies and from 30 June 2027 for micro and small enterprises. Regulation (EU) 2025/2650, published 23 December 2025, is the second deferral in two years.
Only the first company placing a product on the EU market now files a due diligence statement.
The current calendar sets the timing for compliance-driven demand shifts in soy and palm oil. The Commission's April 2026 review could still move the dates, which adds uncertainty for importers.
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.