
Nadar summarises a German national stakeholder forum on the EU Deforestation Regulation, covering a country benchmarking system due in Q1 2024, a December test phase of the EU information system, and plausibility checks on farm plot geolocation data. The EUDR applies from 30 December 2024.
Benchmarking countries by deforestation risk could channel EU demand toward low-risk origins, affecting soy and palm oil trade flows. The effect is gradual and mostly affects compliance costs.
After 554 past neutral policy events, Soybeans moved a median +0.0% over 5 sessions (51% higher; middle half -1.4% to +1.6%), and +0.6% 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.