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An IISD analysis compares the EU and UK proposals to require due diligence against commodity-driven deforestation. It notes that agricultural expansion drove almost 90% of global deforestation from 1990 to 2020.
The piece outlines considerations for implementing the rules.
Trade rules targeting soy, beef and palm oil supply chains could eventually affect which origins can sell into Europe, a factor for feed ingredient pricing. The effect remains a background policy risk with no immediate price impact.
iisd.orgFlorencia Sarmiento, Andreas OeschgerJun 7, 2022After 554 past neutral policy events, SOY 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, PALMOIL moved a median 0.0% over 5 sessions (50% higher; middle half -1.6% to +1.4%), and -0.1% over 20.
After 102 past neutral policy events, LCATTLE moved a median +0.6% over 5 sessions (63% higher; middle half -0.7% to +1.2%), and +1.3% 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.
