
A Trase report commissioned by the German government finds 94% of Germany's directly imported deforestation risk from 2016-2018 came from soy, coffee, palm oil, cocoa and cattle. More than 90% of that risk originates in nine countries, including Brazil, Colombia and Indonesia.
Concentrated deforestation risk in Brazilian soy and Indonesian palm oil could push German and EU buyers toward verified supply, supporting premiums for compliant origins.
After 563 past neutral report events, SOY moved a median -0.1% over 5 sessions (48% higher; middle half -1.7% to +1.6%), and -0.1% over 20.
After 149 past bullish report events, PALMOIL moved a median +0.5% over 5 sessions (57% higher; middle half -1.1% to +1.8%), and +0.8% 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.