The European Commission proposed measures to reduce deforestation globally and cut the EU's exposure to deforestation-linked commodities, using both regulatory and non-regulatory tools. The analysis notes that palm oil supply chains have largely adopted zero-deforestation criteria and that efforts are under way to extend the soy moratorium to the Cerrado.
Expanded traceability requirements for soy and palm oil could tighten compliant supply and support premiums for certified origins, with limited near-term effect on overall prices.
After 554 past neutral policy events, SOY 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, PALMOIL 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.