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Commentary on the 21 February Agriculture Council debate on the EU deforestation regulation. It raises concerns about smallholders and whether the rules will meet their stated aims.
The piece questions which ecosystems and commodities should be prioritised.
Debate over commodity scope and smallholder impacts signals possible future supply constraints on soy and palm products, but no immediate price trigger.
arc2020.euAshley ParsonsFeb 24, 2022After 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.
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.
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.
