◂ Event Timeline

Mar 24, 2022WEATHERNorth America

Strained oat supply pushes Oatly to raise prices, expand sourcing

Oatly will expand sourcing after poor harvest conditions strained oat supply, according to its CFO on a recent earnings call. The company is raising prices to offset higher raw material costs, and rail delays from Western Canada floods are expected to worsen supply problems.

WHY IT MATTERS

Drought-driven oat shortfalls and rail backlogs in Canada and the US keep oat prices supported, pushing buyers to seek alternative sourcing.

AFFECTSOats▲

SOURCE
supplychaindive.comSarah ZimmermanMar 24, 2022

Price reaction & history

Oats▲bullishSO FAR1d -2.6%5d +1.1%20d -1.5%

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.

Apr 1, 2022Strained oat supply pushes Oatly to raise prices, expand sourcing+5.5%
Nov 4, 2021US oat prices soar as supply dips due to drought, demand | World Grain-0.9%
Apr 11, 2022Poor crop yield forces oat producers to raise prices - The Strategic Sourceror-4.2%
Nov 26, 2018Oat prices on a roll as supply shrinks | Stock Journal | SA+0.6%
Dec 22, 2021Why coffee and oat prices are rising faster than oil’s+4.3%

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.

Oats OATS · GP ▸

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