
CDP reported that only 42 percent of 187 companies surveyed have assessed how deforestation-linked supply risks affect their growth plans. Global Canopy Programme's Forest 500 ranking found that 2020 and 2030 deforestation targets are unlikely to be met.
Findings of weak corporate risk management could lead to tighter buyer requirements for palm oil, soy, beef and pulp, which may gradually limit supply options. Immediate price impact is minimal.
After 66 past neutral report events, Palm Oil moved a median +0.2% over 5 sessions (58% higher; middle half -0.4% to +2.0%), and +2.2% over 20.
After 563 past neutral report events, Soybeans moved a median -0.1% over 5 sessions (48% higher; middle half -1.7% to +1.6%), 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.