A Baker Tilly insight explains that the EU Deforestation Regulation applies to large companies from 30 December 2025 and to SMEs from 30 June 2026. Traders of wood, cocoa, palm oil and other covered goods must show deforestation-free production and file due diligence statements.
Compliance obligations for soy and palm oil imports into the EU raise traceability costs and could divert supply toward non-EU markets, a modest factor for vegetable oil and meal pricing.
After 196 past neutral policy events, SBO moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% over 20.
After 513 past neutral policy events, PALMOIL moved a median 0.0% over 5 sessions (50% higher; middle half -1.6% to +1.4%), and -0.1% over 20.
After 206 past neutral policy events, SBM moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% 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.