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Trase argues the EU needs greater transparency in its imports of forest-risk commodities to reduce tropical deforestation. It cites EU soy imports from Brazil of about 13 million tons in 2017 and notes cattle as the largest driver of deforestation.
Possible future EU rules on deforestation-linked commodities could eventually restrict soy and palm oil flows, but this commentary describes no immediate policy change affecting prices.
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%。
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。