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Grant Thornton explains new EUDR obligations for importers, who must trace each lot back to its plot of origin using data such as satellite images. Customs enforcement is scheduled to begin on 30 December 2025.
Importers of soy and palm oil must document plot-level origin, which adds cost and may tighten supply from non-compliant sources. Price effects are limited until enforcement starts.
grantthornton.nlMarco Visser, Danny Niesing, Pierre DocxFeb 18, 2025After 554 past neutral policy events, SOY 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, 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.
