From 30 December 2026, EU customs will not release coffee, cocoa, timber, rubber, soya, cattle products or palm oil into free circulation without a due diligence statement reference number. Germany's enforcement act reached the Bundestag on 30 September 2026, and on 12 November lawmakers removed a clause allowing federal tasks to be delegated to private entities.
Operators must complete data, registration and customs-code work within weeks, which could slow or raise the cost of EU imports of soy and palm oil and add pricing pressure on those supplies.
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.