Trump Tariffed Canada's Oats. He Forgot America Doesn't Grow Its Own Anymore.

By The Decision Room

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Look in your cupboard. The Cheerios, the Quaker oats, the Nature Valley bars, the oat milk in the fridge. Almost all of it started on a farm in Canada. Around 90% of the oats Americans actually eat — the food-grade oats in cereal, snack bars, and oat milk — are imported, and the overwhelming majority come from Canada. The US is the world's #1 oat importer; Canada is the #1 exporter. The most ordinary thing imaginable, a bowl of cereal, runs on a crop the United States quietly stopped growing for itself. And here's what makes it different from steel or canola: there's no easy domestic substitute. As one industry analyst put it, "you can't make a Cheerio out of barley." Nearly all the oats still grown in the US are feed grade. The food-grade oats — roughly 80 million bushels a year — are almost entirely Canadian. America didn't get its oats stolen. It walked away from them. In 1970 it grew twice what Canada did; today Canada grows about 3x more, because corn ($604/acre) and soybeans (

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