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Agriculture and Agri-Food Canada projects Canadian 2026/27 oat seeded area down 15% to 1.03 million hectares and production down 23% to 3.03 million tonnes. Total supply is projected at 3.63 million tonnes, down 18%, with ending stocks roughly halved.
The analysis expects the smaller crop to support higher CBOT oat prices.
A sharp drop in Canadian output tightens the new-crop oat supply and could lift oat feed prices, which feed buyers would need to price in.
stonex.comCraig TurnerOct 6, 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.
