
Trase and Brazilian NGOs ICV and Imaflora found that 19% of soy imported from Mato Grosso to the EU in 2018, worth about US$295 million, came from farms linked to illegal deforestation. The EU imported roughly 3.9 million tonnes of Mato Grosso soy that year, mainly for animal feed.
Heightened scrutiny of Brazilian soy for EU feed buyers could push some buyers toward certified or alternative origins, affecting soymeal flows and regional basis.
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 206 past neutral policy events, Soybean Meal moved a median -0.4% over 5 sessions (44% higher; middle half -2.3% to +1.8%), and -0.7% 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.