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European soybean buyers and sellers are cautious after the European Commission proposed delaying EUDR enforcement for micro and small operators to December 30, 2026. The large and medium operator deadline remains December 30, 2025.
Participants warn of tighter supply, rising premiums and feed cost planning difficulties.
Compliance uncertainty over EUDR can add premiums to soy and meal imports into Europe, raising feed costs. Buyers are limiting forward commitments until the rules are clarified.
millingmea.comEditor MillingOct 27, 2025After 356 past bullish policy events, SOY moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.
After 172 past bullish policy events, SBM moved a median +0.0% over 5 sessions (50% higher; middle half -1.5% to +1.7%), and -0.8% over 20.
After 548 past bullish policy events, PALMOIL 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.
