
The Guardian reported that the EU has proposed legal measures that would bar certain commodities from entering the bloc if they are linked to deforestation. Beef, wood, palm oil, soy, coffee and cocoa are covered, while rubber is excluded, a gap environmental groups have criticized.
A ban or due-diligence requirement on beef and soy from deforestation-linked sources could redirect supply away from the EU and weigh on soy and cattle import demand. Because the measure is still a proposal, the market impact is currently limited.
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%。
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。