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EY published an analysis arguing that Southeast Asian suppliers of palm oil, rubber, cocoa and other in-scope goods face EUDR due diligence requirements starting December 2025. It says companies that meet compliance can gain EU market share.
Compliance burdens on Southeast Asian palm oil exporters could slow shipments to the EU and favor certified suppliers, adding modest upward pressure on palm oil prices.
ey.comAtul Chandna, Roy SibueaMar 12, 2025After 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.
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.
