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Feed Oats Stay Flat in Germany and Ukraine as Harvest Pressure Eases

Feed Oats Stay Flat in Germany and Ukraine as Harvest Pressure Eases

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CMB News Editorial
Editorial Desk

Feed oat prices in Germany and Ukraine remain stable in late September 2026 amid comfortable supply, benign weather and manageable Black Sea logistics risks.

Feed oat prices in both Germany and Ukraine are flat in late September, reflecting comfortable nearby supply and only mild harvest pressure. Regional German quotes remain slightly above national averages, while Ukrainian FCA Black Sea values track broader grain export uncertainty without showing a clear risk premium. Weather in both regions is stable and non-threatening for remaining fieldwork, keeping the market calm in the very short term. German feed oat prices in northern regions are holding steady in a narrow range despite recent firmness in EU cereal indices, suggesting that local supply is adequate and farmer selling is measured rather than aggressive. In Ukraine, logistics and export-routing issues continue to cap upside, but there is no acute weather or supply shock. Over the next three days, prices in both DE and UA are expected to move sideways with only marginal basis adjustments.

Prices

Current regional spot indications:

Origin Grade / Type Location Delivery Price (EUR/kg) WoW change
Germany (DE) Feed oat, moisture 14% max Drentwede EXW 0.205 Stable vs. last week
Ukraine (UA) Oat for feed, 98% purity Odesa FCA 0.19 Stable vs. last week
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German regional EXW prices around Drentwede are aligned with reported national farm-gate feed oat averages for September, which show modest month-on-month gains but remain below last year, indicating a firm yet not tight market. EU cereal price data similarly point to small increases in feed oats, supporting the current flat but slightly elevated price environment.

Supply & Demand

For Germany, official and regional feed market reports for the second half of September describe well-supplied feed grain markets, with barley and wheat competing strongly into rations and no sign of acute tightness in oats. National average feed oat prices have firmed moderately month on month, but ample availability and diversified feed options are preventing any sharp rally.

In Ukraine, the main constraint remains export logistics rather than primary oat availability. Black Sea security risks and shifting export routes toward EU and potentially Baltic ports are creating uncertainty on freight and execution but have not translated into visible price spikes in feed oats. Danube and alternative corridors help cap domestic surpluses, keeping FCA Black Sea oat values broadly stable.

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Oat — for feed
Oat
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Oat — feed grade, moisture: 14 % max
Oat
feed grade, moisture: 14 % max
EXW 0.21 €/kg
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Weather Outlook (DE, UA)

Germany’s key cereal regions, including Lower Saxony around Drentwede, face a mainly dry and seasonally mild pattern over the next three days, with only light, scattered showers. This favors remaining fieldwork and logistics and does not pose any quality risk for stored or late-harvested oats.

In Ukraine, the national meteorological service’s 3‑day forecast calls for mixed cloud, brief showers in parts of the north and west, and near‑normal temperatures, with no severe weather signals for the main grain belt. With harvest essentially completed and transport the main bottleneck, this neutral weather scenario keeps the short-term fundamental picture unchanged.

Fundamentals & Market Drivers

  • EU oat balance: Recent EU cereal price data confirm that feed oat prices have edged higher month on month but remain several percent below year-ago levels, pointing to comfortable stocks despite smaller 2026 plantings.
  • Feed demand: National feed statistics and regional quotations in Germany indicate stable compound feed demand, with oats maintaining a niche role versus barley and wheat; no demand shock is visible in late September.
  • Logistics risk in Black Sea: Ongoing disruptions and rerouting of grain flows away from the Black Sea push Ukraine to explore alternative outlets, but current capacity via Danube and EU routes appears sufficient to avoid an acute domestic glut in oats.

3-Day Trading & Price Outlook (DE, UA)

  • Germany (EXW Drentwede): Expect a sideways price trend around 0.205 EUR/kg for feed oats, with only minor, farm-specific basis moves as harvest pressure fades and buyers cover nearby needs on dips.
  • Ukraine (FCA Odesa): Prices are likely to remain near 0.19 EUR/kg in the coming three days. Freight and corridor headlines could briefly widen bid‑offer spreads, but no clear directional driver is visible short term.
  • Relative value: The small premium of German EXW over Ukrainian FCA levels should persist given higher internal logistics and stronger overall EU demand, but arbitrage remains constrained by freight and risk costs.

Overall, with harvest largely done, benign weather, and no immediate shock from logistics or demand, the short-term bias for feed oats in both Germany and Ukraine is neutral to slightly firm, but confined to a very narrow range.

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