
On November 26 the European Parliament voted 402 to 250 for an amendment that delays the EUDR to December 30, 2026, with a grace period for small businesses to June 30, 2027. The amendment also removes printed books and newspapers from scope and exempts some small low-risk operators.
The amendment still needs ratification.
The one-year delay and new exemptions reduce near-term traceability requirements for soy, beef, cocoa and palm oil entering the EU. This lowers the likelihood of an immediate compliance-driven price premium in 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 513 次中性的政策事件之后,棕榈油 在 5 个交易日内中位数变动 0.0%(50% 上涨;中间一半区间为 -1.6% 至 +1.4%),20 个交易日内为 -0.1%。
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。