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A Mighty Earth investigation finds that 24 US companies and trade groups held at least 350 meetings with EU policymakers between July 2024 and July 2026 to delay and weaken the EUDR. The EUDR is due to take effect in December and covers soy, palm oil, cattle, cocoa, coffee, rubber and wood.
Lobbying-driven dilution of EUDR rules could ease future compliance burdens on soy and palm oil trade into Europe, a modestly bearish factor for those oils' EU premiums.
allisonspec.comKerri LueilwitzNov 1, 2026After 196 past neutral policy events, Soybean Oil moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% 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.
