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The EU Deforestation Regulation (EUDR) will from 30 December 2024 require operators and traders to ensure cattle, cocoa, coffee, oil palm, rubber, soya and wood, and derived products, are deforestation-free. The rules apply to EU-produced and imported goods alike.
Soy, cattle and palm-derived inputs sold into the EU will need due diligence paperwork, which could add compliance cost and split EU-bound supply from other markets, pressuring soy-based feed prices and meat supply chains.
arthurcox.comSuzanne Kearney, Aisling Carey, Golda Hession, Katrina DonnellyApr 19, 2024After 369 past bearish policy events, SOY moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.8%), and +0.8% over 20.
After 223 past bearish policy events, SBM moved a median -0.3% over 5 sessions (45% higher; middle half -2.2% to +1.2%), and -0.6% over 20.
After 400 past bearish policy events, PALMOIL moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% over 20.
After 351 past bearish policy events, SBO moved a median -0.0% over 5 sessions (49% higher; middle half -1.7% to +1.8%), and -0.2% 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.
