
AidEnvironment's Chain Reaction Research report assesses traceability under the EU Deforestation Regulation for Brazilian soy and cattle supply chains. It states the EU imported 32 million tonnes of soy products and 739,000 tonnes of beef and leather products in 2021.
Feasibility of full traceability in Brazilian soy and beef chains affects how much EU-bound volume may be disrupted, which matters for Brazilian export pricing.
After 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 223 past bearish policy events, Soybean Meal moved a median -0.3% over 5 sessions (45% higher; middle half -2.2% to +1.2%), and -0.6% 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.