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Canada is the largest oat exporter, but it ships very little to China, which buys mainly from Australia and Russia. Canadian raw oat exports are blocked by the lack of a phytosanitary protocol, and China imported 718,000 tonnes of oats last year.
A possible opening to China for raw Canadian oats would add a large import market and could firm Canadian oat prices. Progress is still uncertain, so the effect is for later.
producer.comRobert ArnasonJan 22, 2026After 40 past bullish trade events, OATS moved a median -0.6% over 5 sessions (40% higher; middle half -2.8% to +1.7%), and -3.2% 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.
