
FEFAC, COPA-COGECA, AVEC, EDA and UECBV asked the European Commission to ease the EU Deforestation Regulation before its January 1, 2027 start. The groups warned that compliance could disrupt supplies of feed inputs such as soybean meal and palm-derived pellets for 2026/27.
They also requested a contingency plan for forage supply after a summer drought.
Stricter traceability could curb EU imports of soybean meal and palm-based feed ingredients, tightening EU feed supply and supporting prices for substitute proteins. Summer drought and Black Sea disruptions already raise EU reliance on imported feed, so the lobbying adds upside pressure on feed costs.
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 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% 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.