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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年8月24日在过去 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。
