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Trase writes that European demand for soy and palm oil drives tropical deforestation and discusses upcoming meetings in Utrecht, including the RTRS conference and Amsterdam Declarations Partnership meeting. It highlights the Matopiba region in Brazil as a major deforestation frontier linked to soy production.
Pressure on soy production in frontier regions such as Matopiba could eventually limit supply expansion and support premiums for certified soy, though this commentary has no immediate price impact.
medium.comTraseJun 6, 2019After 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 513 past neutral policy events, Palm Oil moved a median 0.0% over 5 sessions (50% higher; middle half -1.6% to +1.4%), and -0.1% 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.
