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Oatinformation's Randy Strychar told the North American Millers' Association spring conference that global oat markets are shifting rapidly, with tightening supply and continued volatility expected for North American oats in 2026-27. He highlighted fast growth in oat milling in China and India, where China's milling capacity has reached about 750,000 tonnes and it is now the second largest raw oat importer.
Russian production also faces quality issues and the ongoing war.
Growing Asian milling demand and tighter supplies support oat prices and raise margin risk for North American millers and feed users. Russian production problems add to the tightening outlook.
world-grain.comMatt NoltemeyerMar 24, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
