
The EU Deforestation Regulation is expected to apply from 30 December 2026 after two postponements. Obligations differ across the supply chain depending on the product, the company's role, and its size, with micro and small enterprises following on 30 June 2027 and certain newly added products on 30 December 2027.
Regulatory timing and scope determine which palm oil, soy and cattle products can enter the EU, so buyers may face supply shifts and compliance costs that affect regional prices.
After 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% over 20.
After 842 past bullish policy events, Soybean Oil moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% 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.