The EUDR has been amended by Regulation (EU) 2025/2650, and the briefing explains what the regulation covers and what companies must do. It applies from 30 December 2026 for medium and large operators and 30 June 2027 for micro and small operators.
Seven commodities including soy, cattle, oil palm and coffee must be deforestation-free, legally produced and traceable to plots.
Soy, palm oil and cattle-related products face compliance costs and traceability requirements for EU sales, which could shift trade flows and add cost to EU-bound supply. The impact on feed-relevant prices is modest near term because the rules start in late 2026.
在过去 369 次看跌的政策事件之后,大豆 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 +0.8%。
在过去 400 次看跌的政策事件之后,棕榈油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.3% 至 +1.1%),20 个交易日内为 +0.2%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。