A Taylor Wessing legal note outlines the EU Deforestation Regulation's scope, requiring due diligence and deforestation-free proof for products including wood, rubber, palm oil, soy, cocoa, coffee and cattle. It focuses on obligations for real estate and construction sector companies.
The regulation's broad scope over soy, palm oil and cattle adds compliance costs along the supply chain, which can widen premiums for compliant origins relative to others.
After 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 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.