The EU and US issued a Joint Statement on August 21, 2025 framing a reciprocal trade agreement, in which the EU commits to review sustainability rules including the EUDR. Simplifications such as lighter due diligence under EUDR are already advancing, though the statement is political rather than binding.
Possible EUDR softening tied to the US trade framework would lower compliance costs for US soybeans and EU-bound feed imports, a mildly bearish factor for origins facing strict rules.
After 696 past bullish trade events, Soybeans moved a median +0.3% over 5 sessions (54% higher; middle half -1.3% to +1.9%), and +0.7% over 20.
After 224 past neutral trade events, Soybean Meal moved a median -0.2% over 5 sessions (43% higher; middle half -1.7% to +1.2%), and -0.2% over 20.
After 67 past neutral trade events, Palm Oil moved a median +0.0% over 5 sessions (51% higher; middle half -1.1% to +1.3%), and +0.6% 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.