
Trase research finds EU imports were linked to about 190,500 hectares of deforestation per year in 2019-2021, with Côte d'Ivoire, Brazil and Indonesia as top origins. Cocoa, oil palm, coffee and soy are the leading exposed commodities, and the analysis was prepared ahead of the EUDR's December 2024 start.
The data highlights where EU compliance scrutiny will focus, particularly on palm oil and soy from Brazil and Indonesia, which may prompt more supply-chain checks.
After 66 past neutral report events, Palm Oil moved a median +0.2% over 5 sessions (58% higher; middle half -0.4% to +2.0%), and +2.2% over 20.
After 563 past neutral report events, Soybeans moved a median -0.1% over 5 sessions (48% higher; middle half -1.7% to +1.6%), 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.