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Most EU countries have asked for further changes to the anti-deforestation law, according to a letter seen by Reuters. They argue some producers cannot meet its terms and face a competitive disadvantage.
If the rules are weakened or delayed, EU demand for certified-compliant soy and palm oil may be less of a premium driver, which could ease the cost pressure on compliant supply chains. Any further delay would reduce near-term compliance-driven demand shifts.
reuters.comKate AbnettJul 7, 2025After 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.
