Fern published a discussion paper examining what the EU can learn from its regulation of illegal timber, conflict minerals and illegal fishing. The paper is intended to inform new EU measures on forest-risk commodities such as soy, palm oil, beef, leather and cocoa.
Possible EU rules on deforestation-linked soy and palm oil could eventually restrict supply or add compliance costs for feed-relevant oilseed and meal trade, but the paper is advocacy with no immediate policy decision.
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.