
Quantis published an overview of the EU Deforestation Regulation for companies. It outlines the three conditions for placing commodities on the EU market: a 2020 deforestation-free cut-off, compliance with local law, and a due diligence statement with verification.
Non-compliant products would be barred from EU entry or export.
Companies face higher transition costs and possible exclusion of smallholder supply, which can tighten eligible raw material for EU buyers. The effect is mainly on palm oil and soy sourcing costs.
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.