
The European Parliament voted on November 26, 2025 to postpone the EU Deforestation Regulation's effective date to December 30, 2026. Small and micro enterprises would have until June 30, 2027.
Final decisions on the postponement and substantive amendments are still pending.
The postponement delays mandatory due diligence for soy, palm oil, cattle and other covered commodities, reducing near-term compliance costs for EU importers. Final adoption is still required before the change takes effect.
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.