From December 30, 2026, the EU Deforestation Regulation will require large and medium-sized companies to prove with plot-level geolocation data that covered goods such as coffee, rubber, cocoa and wood were not grown on land deforested after December 31, 2020. India considers the rule a costly non-tariff barrier for its smallholder farms, and the European Commission has ruled out a third postponement.
Compliance costs and possible re-verification by European importers could divert Indian exports of covered goods to other markets. The effect on feed commodity prices is limited because the goods named are not feed commodities.
After 1,905 past policy events, Soybeans moved a median +0.1% over 5 sessions (52% higher; middle half -1.4% to +1.8%), and +0.2% over 20.
After 734 past policy events, Soybean Meal moved a median -0.2% over 5 sessions (46% higher; middle half -1.9% to +1.6%), and -0.4% over 20.
After 1,570 past policy events, Palm Oil moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.5% 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.