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IEEP argues that EU policies have mostly protected forests inside Europe and have pushed deforestation abroad through leakage. It cites a WWF analysis that identifies 24 priority deforestation fronts, mainly in the tropics.
Pressure to cut EU-linked deforestation could shift sourcing of soy and palm oil away from high-risk frontier regions over time. The impact on feed prices is a long-run structural factor rather than a near-term driver.
ieep.euFeb 16, 2021After 250 past neutral report events, Soybean Meal moved a median -0.1% over 5 sessions (49% higher; middle half -1.6% to +1.7%), and +0.4% over 20.
After 66 past neutral report events, Palm Oil moved a median +0.2% over 5 sessions (58% higher; middle half -0.4% to +2.0%), and +2.2% 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.
