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Oat analyst Randy Strychar expects US president-elect Trump to impose tariffs on oats and oat products on his first day. He warned that US feed buyers may stop purchasing Canadian oats, and that tariffs could erode Canadian oat prices over time.
Losing US feed demand for Canadian oats would shift supply toward other markets and pressure Canadian oat prices, especially if a 25 per cent tariff stays in place.
After 17 past bearish trade events, Oats moved a median +1.2% over 5 sessions (71% higher; middle half -4.2% to +5.0%), and -0.2% 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.