Loading…
CBOT oats rose 6.5% to $4.16 a bushel after Statistics Canada's model-based estimate put the 2026 Canadian oat crop 22.7% lower, to 3.03 million tonnes. Most of the decline came from a sharp cut in seeded acreage, while yield fell only 3.5%.
Chicago prices now sit well above Agriculture and Agri-Food Canada's forecast average.
A large Canadian supply shortfall tightens the oat balance and supports prices. Chicago's premium over Ottawa's forecast suggests the market has priced in more tightness than the official outlook assumes.
thetradersspread.comRick StevesSep 22, 2026After 52 past bullish report events, Oats moved a median -2.0% over 5 sessions (33% higher; middle half -3.4% to +2.4%), and +0.7% over 20.
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.
