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Five EU associations warned that EUDR enforcement from December 30, 2026, could disrupt feed sourcing and raise costs, with the added expense estimated at up to €1.4 billion. Their assessment projects a four- to five-million-tonne shortfall in direct soybean meal imports for the 2026/27 marketing year, while also citing summer drought and continued Black Sea trade disruption as pressures on EU feed supplies.
Compliance premiums and a potential import gap could tighten EU protein-feed availability, raising soybean meal procurement costs and encouraging substitution toward rapeseed and sunflower meals. Increased demand for those alternatives could also lift their prices.
millingandgrain.comAsief AliyarNov 11, 2026After 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.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
