
Crowe outlines the EU Regulation on Deforestation-Free Products, noting the EU recently delayed implementation so it would apply from December 30, 2025 for large companies and June 30, 2026 for smaller ones. Companies placing covered commodities on the EU market must show compliance or face fines and market exclusion.
The delay eases near-term compliance pressure on soy and palm oil trade to the EU, so the immediate price impact on feed commodities is limited.
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.
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.