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Oat futures rallied nearly $1 during the third quarter and pushed past $4 resistance for the first time in two years. The move followed a roughly 20% drop in Canadian oat production, while U.S. ending stocks remain historically tight.
Canada supplies most of the oats the U.S. imports, so a smaller Canadian crop tightens North American supply and supports oat feed prices. Tight U.S. stocks suggest the firmer price trend could persist.
farmprogress.comNaomi BlohmSep 25, 2026After 68 past bullish weather events, Oats moved a median -0.8% over 5 sessions (47% higher; middle half -3.6% to +3.9%), and -0.3% 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.
