
Five European livestock and feed organisations wrote to the Irish agriculture minister urging action before the EU Deforestation Regulation applies to large and medium operators on 30 December 2026. They warn of possible soybean meal and palm kernel expeller shortages and higher feed costs, on top of drought and Black Sea disruptions.
If EUDR constraints tighten access to imported soybean meal, EU feed demand will shift to other origins and European meal prices may rise, adding pressure to an already tight feed supply.
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.
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.