Parliament and Council negotiators reached a provisional agreement to postpone the EU Deforestation Regulation by one year for all businesses. Large operators must comply from 30 December 2026 and small operators from 30 June 2027, with simplified traceability and due diligence rules.
The extra year and simpler rules reduce compliance costs for importers of soy, palm oil and cattle products into the EU, supporting continued flows and limiting price premiums for compliant supply.
After 369 past bearish policy events, SOY moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.8%), and +0.8% over 20.
After 399 past bearish policy events, PALMOIL 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.