EU Agriculture Commissioner Janusz Wojciechowski said on 16 December that the EU should gradually reduce soy imports from third countries, though not overnight. He pointed to supporting homegrown protein crop and feed production under the new CAP as the route.
A sustained push to cut EU soybean and soymeal imports would reduce demand from Americas exporters over the long run, a bearish signal for soybeans and soybean meal, though the timeline is slow.
After 369 past bearish policy events, Soybeans moved a median -0.2% over 5 sessions (46% higher; middle half -1.7% to +1.8%), and +0.8% over 20.
After 223 past bearish policy events, Soybean Meal moved a median -0.3% over 5 sessions (45% higher; middle half -2.2% to +1.2%), and -0.6% 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.