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The EU published its EUDR guidance document earlier in August, stating that companies must prove products are produced legally, not just deforestation-free. The regulation covers cattle, palm oil, soy, cocoa, coffee, rubber and wood, and applies to large companies in a few months.
Stricter legality proof requirements raise compliance costs for soy and palm oil supplied to Europe, which can narrow the spread for those origins against non-EU buyers.
euperspectives.euEmma du ChatinierAug 23, 2025After 206 past neutral policy events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% over 20.
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.
