◂ 이벤트 타임라인

2026. 5. 6.정책유럽연합

Explainer: The EU’s Revised Deforestation Rules

The Commission published a revised EUDR on May 4, 2026, shifting primary due-diligence responsibility to the first operator placing products on the EU market or exporting them. Simplified statements are introduced for micro and small primary operators, and the aim is to cut annual compliance costs by about 75%, from about 8.1 billion to 2 billion euros.

중요한 이유

Concentrating due diligence on primary operators reduces friction for downstream traders of soy and palm products bound for the EU. Lower costs may support EU import volumes, but the regulation still constrains supply from deforestation-linked origins.

영향 대상대두◆팜유◆

출처 1건
ecofinagency.comEcofin Agency2026. 5. 6.

가격 반응 및 이력

대두◆중립현재까지1d -1.4%5d +1.5%20d -3.5%

과거 중립 정책 이벤트 554건 이후, 대두은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.4%~+1.6%), 20거래일 동안 +0.6%.

2021. 3. 31.The EU and tropical deforestation+3.1%
2023. 10. 17.Inside the EU’s Ambitious Anti-Deforestation Regulation | The Regulatory Review+0.0%
2023. 7. 20.What is the EU Deforestation Regulation? - Fern+3.7%
2025. 7. 10.A 2025 Overview of the new EU Deforestation Regulation+0.1%
2024. 8. 1.EU Deforestation Regulation (EUDR)-0.8%

팜유◆중립현재까지1d -2.2%5d -3.3%20d -0.8%

과거 중립 정책 이벤트 513건 이후, 팜유은 5거래일 동안 중앙값 0.0% 변동(상승 50%; 중간 50% 범위 -1.6%~+1.4%), 20거래일 동안 -0.1%.

2025. 6. 13.The EU Deforestation Regulation+3.5%
2021. 3. 31.The EU and tropical deforestation-2.7%
2023. 10. 17.Inside the EU’s Ambitious Anti-Deforestation Regulation | The Regulatory Review-0.6%
2023. 7. 20.What is the EU Deforestation Regulation? - Fern+1.6%
2023. 9. 1.Global impact of the EU’s anti-deforestation law-4.5%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

대두 SOY · GP ▸

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팜유 PALMOIL · GP ▸

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