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Fern argues that European retailers are sourcing more meat from local sources, yet EU meat remains dependent on imported soybean feed, mainly from Brazil, Paraguay and Argentina. The article cites a 2013 Commission estimate that soy expansion drove nearly half of deforestation linked to EU agricultural imports from 1990 to 2008.
Growing scrutiny of soy sourcing could push European buyers toward certified or deforestation-free soymeal, adding premium and supply-chain constraints to South American meal. The impact is gradual and advocacy-driven.
fern.orgNicole PolstererMar 26, 2018After 172 past bullish policy events, Soybean Meal moved a median +0.0% over 5 sessions (50% higher; middle half -1.5% to +1.7%), and -0.8% over 20.
After 356 past bullish policy events, Soybeans moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), 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.
