Soybean meal markets eye shifting trade flows and sourcing challenges as EUDR nears rollout

Podcast: Commodities Focus · S&P Global Energy

Opublikowano: 2026-10-30

The EU Deforestation Regulation is moving closer to implementation as Brazil and Argentina process large soybean crops and European buyers reassess their sourcing strategies. Despite abundant South American supply, strong demand, higher futures and tight availability in the near-term helping support soybean meal prices, the traceability requirements are adding another factor to buying decisions. In this episode, Jason Spaziante, manager, price reporting, agriculture and fertilizer, Gabriel Faleiros, principal research analyst with S&P Global CERA and price reporters with the agriculture and food markets, Nanditha Kinavoor Madathil and José Gomes, discuss how EUDR is influencing soybean and s...