
The European Parliament's Environment Committee approved on 16 January 2023 the political agreement reached in December 2022 between Parliament and the Council on the EU regulation against imported deforestation. The rule requires due diligence proof that products such as palm oil, beef, soy, coffee, cocoa, and timber did not come from deforestation or forest degradation.
A full Parliament vote is scheduled for late March.
Exporters of palm oil, soy, and beef to the EU will face traceability costs and possible shipment restrictions, which could shift demand and pricing for these commodities. The regulation is a structural policy shift rather than an immediate supply shock.
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%。
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 351 次看跌的政策事件之后,豆油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 -0.2%。
在过去 102 次中性的政策事件之后,活牛 在 5 个交易日内中位数变动 +0.6%(63% 上涨;中间一半区间为 -0.7% 至 +1.2%),20 个交易日内为 +1.3%。
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。