
A Trase and ICV report from October 2, 2023 finds that 16% of soy production in the Amazon and Cerrado in 2020, about 3 million hectares, was on farms that did not comply with Brazil's Forest Code. The report warns that gaps in official data may make it hard for traders to prove compliance with the EUDR.
If Brazilian soy cannot be verified as compliant, EU buyers may cut purchases, which would weigh on Brazilian soy export demand and shift flows toward other origins.
Setelah 369 peristiwa kebijakan bearish sebelumnya, Kedelai bergerak median -0,2% selama 5 sesi (46% lebih tinggi; separuh tengah -1,7% sampai +1,8%), dan +0,8% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.