
EU feed manufacturers, farm cooperatives, poultry, dairy and meat groups sent a letter asking the European Commission to make the EUDR more flexible before its January 1, 2027 start. They cited the summer drought in the EU and Black Sea grain disruption, which are forcing higher imports of feed raw materials.
The EUDR could restrict soymeal imports into the EU and raise feed costs for livestock producers. Import demand for soymeal from Brazil and Argentina may hold up if the rule is relaxed, so the price impact depends on the outcome.
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.