
FAO outlines how agricultural expansion has driven forest loss, with about 420 million hectares of forest lost since 1990. It highlights recent commitments such as the Glasgow Leaders' Declaration and the FACT roadmap aimed at deforestation-free commodity trade.
Deforestation-linked due diligence rules could restrict sourcing of soy, palm oil and other feed-relevant commodities from certain origins, tightening supply over time. The effect on prices is gradual and mostly a compliance cost rather than an immediate shock.
After 356 past bullish policy events, Soybeans moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.
After 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% 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.