
The Forest Peoples Programme says the Commission's 17 November deforestation proposal is ambitious but has gaps on human rights and indigenous land tenure. It covers cattle, palm oil, soy, wood, cocoa and coffee.
The proposal's scope on any deforestation, not just illegal clearing, could tighten EU sourcing of soy and palm oil, though the rights critique does not itself change near-term supply.
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.
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.