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BNSF raised oat tariff rates by $100 per car and Canadian carriers by $175 to $260 per car for 2025/26. Rail volumes fell 26% after a 2023 Canadian drought, and processors in Minneapolis, Cedar Rapids and St. Ansgar face higher freight costs.
Higher rail costs raise the delivered price of Canadian oats into the US and may suppress volumes into early 2026, tightening feed oat availability.
rfdtv.comTony St. James, RFD-TV NEWS STAFFNov 24, 2025After 13 past logistics events, Oats moved a median -1.9% over 5 sessions (23% higher; middle half -5.2% to -0.6%), and +1.5% over 20.
Not 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.
