
EU Council and Parliament continue negotiating a final text of the deforestation-free law, which would replace the EUTR and extend due diligence to more forest-risk commodities. The law would prohibit products linked to deforestation or forest degradation.
Tighter traceability requirements on soy and palm oil could segregate supply and raise import costs, supporting EU vegoil and meal premiums over non-compliant origins.
After 206 past neutral policy events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% over 20.
After 196 past neutral policy events, Soybean Oil moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% 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.