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A peer-reviewed study in Environmental Research Letters argues the EUDR contains loopholes that could increase trade in deforestation-linked agricultural goods, and that ratification of the EU-Mercosur trade agreement could exploit them. The authors are from Karlsruhe Institute of Technology and the University of Edinburgh.
If Mercosur trade expands alongside weak EUDR enforcement, Brazilian and Argentine soy and meal could gain EU market share, a longer-term bearish factor for other suppliers.
在过去 554 次中性的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.4% 至 +1.6%),20 个交易日内为 +0.6%。
在过去 206 次中性的政策事件之后,豆粕 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -2.3% 至 +1.8%),20 个交易日内为 -0.7%。
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。