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Trump signed an order imposing 25% tariffs on imports from Mexico and Canada and 10% on Chinese imports, effective February 4. Mexico and Canada announced retaliatory tariffs, and Mexico's planned tariffs were paused for a month for negotiations.
A Yorkton grain miller said oats and oat products face US tariffs, and there is little US capacity to replace lost Canadian imports.
The US grows almost no oats and imports about 92% of its consumption, so tariffs on Canadian oats could tighten US supply and support prices for Canadian oats and oat products, while disrupting established trade flows.
saskagtoday.comRyan YoungFeb 4, 2025After 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.
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.
