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Kochański & Partners outlines obligations under EU Regulation 2023/1115 for traders placing deforestation-linked goods on the EU market from 30 December 2024. Traders must maintain due diligence systems and submit due diligence statements.
Trader due diligence and reporting requirements add cost to EU imports of soy, palm and cattle products, a modest bearish pressure on these feed-related flows.
kochanski.plMonika NajdrowskaApr 3, 2024After 369 past bearish policy events, Soybeans moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.8%), and +0.8% over 20.
After 400 past bearish policy events, Palm Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), 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.
