
The EU Deforestation Regulation is scheduled to apply generally from December 30, 2026. An EU delegated regulation published in September 2026 revised the covered-product list, removing items including bovine leather and soybean seeds for sowing while adding soluble coffee, selected palm-oil derivatives and frozen bovine tongues; newly added products face EUDR obligations from December 30, 2027.
Changes to the covered-product list alter compliance obligations for EU supply chains and exporters, potentially affecting market access and sourcing decisions. The later start date for newly added products delays any effect on trade in those items until 2027.
After 400 past bearish policy events, Palm Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% 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.