
CLEVER researchers published a study in Nature Ecology & Evolution warning that the EUDR may clash with Brazil's Amazon Soy Moratorium. The gap between EUDR cut-off dates and the moratorium could create unintended consequences for Brazilian soy supply chains.
If EUDR and Brazil's soy moratorium conflict, some soy could be excluded from EU markets, tightening compliant supply and supporting premiums for verified soy.
After 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 206 past neutral policy events, SBM moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% 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.