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A Grupcarles article explains the EU deforestation regulation's scope, covering cattle, cocoa, coffee, rubber, palm oil, soy and timber. It states the rule applies from December 30, 2025 for large firms and June 26, 2026 for small and micro enterprises.
This is a general explainer on a known regulation with no new market event, so it carries no meaningful price implication.
grupcarles.comCarles Busuldu CabotSep 18, 2025After 1,905 past policy events, SOY moved a median +0.1% over 5 sessions (52% higher; middle half -1.4% to +1.8%), and +0.2% over 20.
After 734 past policy events, SBM moved a median -0.2% over 5 sessions (46% higher; middle half -1.9% to +1.6%), and -0.4% over 20.
After 1,570 past policy events, PALMOIL moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.5% 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.
