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The U.S. oat fiber market is expanding about 10% in 2025, driven by gut-health demand in snacks and baked goods. Midwest flooding has caused supply shortages and price increases for manufacturers in the Americas.
Flood-related oat shortages tighten supply for food-grade oats and raise prices, while Canadian production offsets part of the gap but adds logistics costs.
After 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.