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An article from Grocery Dive says food manufacturers may respond to the Trump tariffs by raising prices or cutting portion sizes and changing ingredients. Trump ordered 25% tariffs on steel and aluminum from all countries, and a 25% duty on Canadian and Mexican imports is set for March 1.
Canada is a major supplier of oats to US food makers.
Oats are a key ingredient for US food processors, so tariffs on Canadian supply could raise input costs and shift demand toward other ingredients, with a modest effect on oat and cereal demand.
grocerydive.comSarah ZimmermanFeb 13, 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.
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.
