
Five European feed and farm organizations wrote to the European Commission on November 10 requesting emergency measures and simplified anti-deforestation rules. The request followed FEFAC's estimate of an EU soybean meal shortfall of at least 5 million tonnes in the 2026/27 season, about 20% of total requirement in its September risk assessment.
A projected EU soymeal shortfall supports demand for imports from exporters such as Argentina and Brazil and underpins soybean meal prices, while deforestation compliance could limit how quickly supply can be sourced.
| AFFECTS | 1d | 5d | 20d |
|---|---|---|---|
| Soybean Meal▲bullish | +0.2% | — | — |
| Soybeans▲bullish | +0.9% | — | — |
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.