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The European soy sector is asking for flexibility in applying the EU deforestation regulation (EUDR, Regulation 2023/1115), which takes effect on 30 December 2026. Industry players say the sanctions are too heavy and could disrupt the market.
Large companies must comply from this year-end, while smaller operators have until June 2027.
Compliance costs and traceability requirements could tighten EU imports of soybeans and soymeal, adding premiums and supply friction for feed buyers. Industry pressure for delays or simplification leaves the price effect uncertain.
reussir.frThierry MichelNov 5, 2026After 356 past bullish policy events, Soybeans moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.
After 172 past bullish policy events, Soybean Meal moved a median +0.0% over 5 sessions (50% higher; middle half -1.5% to +1.7%), and -0.8% 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.
