
Five European feed, farm, poultry, dairy and meat organizations asked the European Commission to ease EUDR Regulation 1115 before its January 1, 2027 start. They warned of supply risks for animal feed inputs such as soybean meal and palm kernel pellets, citing summer drought and Black Sea trade disruption.
If the EUDR is applied without changes, it could restrict EU soybean meal imports and tighten feed supply, which would support meal prices. A flexibility amendment would ease that risk, so the price effect depends on the Commission's response.
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.
After 554 past neutral policy events, Soybeans 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.