
Five European organizations asked the European Commission on November 10 for emergency measures and simplification of the EU deforestation regulation. They cited FEFAC's fourth risk assessment, which estimates a shortfall of at least nearly 5 million metric tons of soybean meal in the 2026/27 marketing year.
The regulation's obligations for large and medium-sized operators start December 30.
A projected shortfall of about 20% of EU soybean meal needs would tighten European import demand for soymeal and support prices unless compliance is eased or supply is redirected.
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.