The European Commission adopted the final list of products covered by the EU deforestation regulation, excluding leather, certain palm oil-derived medicinal products, soybean seeds and palm oil waste used as biofuel feedstock. Soluble coffee, palm oil-based soap and some oleochemicals were added, with the new categories applying from December 2027.
The delegated act can still be challenged by Parliament or the Council.
Excluding some palm and soy products narrows the compliance burden on those flows, while the added palm-based categories extend it. The price effect is likely small and mostly affects EU-bound palm oil and soy sourcing terms.
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 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.