
EY reports that the EU Deforestation Regulation application date has been postponed by 12 months to December 30, 2025 for medium and large companies, and June 30, 2026 for micro and small enterprises. A proposed no-risk category has been dropped.
A one-year delay reduces near-term compliance costs for importers of soy and palm oil, leaving EU demand for these commodities largely unchanged for now.
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.
After 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.
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.