The EU Deforestation Regulation (EUDR) applies from December 30, 2026, covering cattle, cocoa, coffee, oil palm, rubber, soya and wood plus derived products. An IISD analysis finds it touches about 4.3% of EU imports from outside the bloc, but more than a quarter of export value for some exporting countries.
Compliance requirements for deforestation-free, legally produced goods with due diligence statements could raise costs and restrict flows of soy and palm oil into the EU. Exporters with high exposure may face price discounts or diverted trade.
After 196 past neutral policy events, SBO moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% over 20.
After 400 past bearish policy events, PALMOIL moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% over 20.
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.
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.