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Innovation Forum summarizes its 2024 EUDR webinar series, where stakeholders from coffee, cocoa, palm oil, timber and soy discussed uncertainty over the postponement. A poll found most companies only partly prepared, with concern about smallholder impacts.
Limited preparedness and uncertainty may slow soy and palm oil trade flows into the EU, but the piece offers no new price driver.
innovationforum.co.ukMario MarušićJan 17, 2025After 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.
