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Rabobank analysis says the EUDR, adopted by the European Council in May 2023, will require investment across the palm oil supply chain. It notes that RSPO identity-preserved and segregated models can serve as a short-term compliance route within the 18-month grace period.
Smallholder involvement is identified as key to avoiding their exclusion from EU markets.
Compliance costs and segregated supply chains could tighten available EU-eligible palm oil and raise premiums for certified volumes. The longer-term effect is an incentive to expand traceable production rather than an immediate supply shock.
rabobank.comOscar Tjakra Senior Analyst2023/08/24過去の中立な政策イベント513件の後、パーム油 は5営業日で中央値 0.0% 動き（50% が上昇。中央50%は -1.6% から +1.4%）、20営業日では -0.1% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
