U.S. Balance Sheet

WASDE · Sep 11, 2026

USDA World Agricultural Supply and Demand Estimates for September 2026, released Sep 11: the U.S. oats balance sheet. Changes are against the August report.

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Crop Progress

Oats · Sep 6
  • Harvested Ahead of the 5-year average (94%) · last year 94% 98%

USDA NASS Crop Progress, week ending Sep 6. Next report Mon, Oct 5 · 4:00 pm ET.

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Drought

U.S. Drought Monitor · Sep 22 map
  • None 21.1%
  • D0 abnormally dry 19.6%
  • D1 moderate 25.7%
  • D2 severe 21.4%
  • D3 extreme 10.1%
  • D4 exceptional 2.1%
  • Contiguous U.S. Unchanged from last week · vs 43% on the 5-year average 59% in drought

Share of area in each U.S. Drought Monitor category, D0 (abnormally dry) to D4 (exceptional); "in drought" is D1 or worse. Map as of Tuesday Sep 22, released Sep 24. Produced jointly by the National Drought Mitigation Center at the University of Nebraska-Lincoln, USDA and NOAA.

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Export Sales

Week ending Sep 17
  • Season total 3% of USDA's forecast 726 t
  • Net sales this week
  • Sold, not shipped

USDA Export Sales Report for the week ending Sep 17, released Sep 24; the next one is out Oct 1 at 8:30 am ET. Season forecast: WASDE, Sep 2026.

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Stocks & Acreage

Jun 1, 2026
  • Stocks, Jun 1, 2026 Count came in 0.7% below USDA’s balance sheet · 44% on farms 31.8M bu
  • Implied use
  • Planted, 2026
  • Storage signal

USDA NASS Grain Stocks as of Jun 1, released Jun 30; the next Grain Stocks report is Sep 30 at 12:00 pm ET. Implied use is the drawdown in stocks between the two dates, before imports. Planted area from USDA’s Crop Production, Aug 12 (June Acreage 2.42M ac, March intentions 2.36M ac).

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Canadian Grain

Week ending Sep 20
  • Producer deliveries Up 20% from last week · 46% below the same week last year 26kt
  • Delivered to crushers and mills
  • Exports, 2026-27
  • Visible supply

Canadian Grain Commission, Grain Statistics Weekly for the week ending Sep 20, published Sep 24 (week 7 of 2026-27); the next week is out Thursday, Oct 1. Deliveries are producers’ deliveries to licensed primary elevators; exports count the port terminals, direct rail shipments and containers; the visible supply is what the licensed system holds. A week’s figure is the change in the crop-year total.

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Canadian Balance Sheet

AAFC · Aug 20
  • Production, 2026-27 StatCan, Sep 16 · AAFC’s August forecast 2.94Mt 3.03Mt
  • Exports, 2026-27
  • Carry-out, 2026-27
  • AAFC forecast price

AAFC Outlook for Principal Field Crops, August edition (Aug 20), changes against the July edition; the next Outlook is expected around Tue, Oct 20. Statistics Canada: production from the September model-based estimate, area from the September estimate, stocks as of Jul 31; Statistics Canada's Production of principal field crops is out Fri, Dec 4 at 8:30 am ET.

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More for members

  • The full U.S. balance sheetWhat moved this month, every line against last month and last year, and the earlier years
  • Every stage and every stateCondition and pace charts against last year and the 5-year average, the report’s states on a map with a page each, soil moisture and the Drought Monitor
  • Drought by stateEvery state on a map and ranked by its share in drought, with severe drought, a year ago and the severity index
  • The full export reportWeekly net sales, the season’s pace against earlier years, every destination on a map, and the grain inspected for export
  • Stocks and acreage in fullThree years of quarterly stocks with the on- and off-farm split, stocks and planted area by state, the year’s earlier acreage estimates and ten years of planted area
  • The Canadian grain week in fullCrop-year pace charts for exports and deliveries, deliveries by province, exports by port, the visible supply, and a page for every grain the CGC reports.
  • The whole Canadian balance sheetEvery line of AAFC’s outlook for the crop year under way and the one ending, StatCan’s seeded area by province, ten years of production, and the stocks counts.
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About

U.S. Balance Sheet. USDA’s World Agricultural Supply and Demand Estimates, published monthly by the World Agricultural Outlook Board: the U.S. balance sheet — what was produced, what is used and exported, and the stocks left at the end of the marketing year.

Crop Progress. USDA National Agricultural Statistics Service, Crop Progress: weekly condition ratings and planting, development and harvest progress, published Mondays at 4:00 p.m. ET for the week ending the previous Sunday, April through November.

Drought. The U.S. Drought Monitor, from the National Drought Mitigation Center, USDA and NOAA: a weekly map of conditions as of Tuesday morning, published the Thursday after.

Export Sales. USDA Foreign Agricultural Service, Export Sales Report: exporters’ weekly sales and shipments, published Thursdays at 8:30 a.m. ET for the week ending the previous Thursday.

Stocks & Acreage. USDA National Agricultural Statistics Service: Grain Stocks, the grain in all positions as of the first of March, June, September and December, and the year’s planted and harvested area from Prospective Plantings, Acreage and the Crop Production reports.

Canadian Grain. Canadian Grain Commission, Grain Statistics Weekly: producer deliveries, shipments, exports and stocks in the licensed grain handling system, by crop year (August to July); weeks end on a Sunday and are out the Thursday after.

Canadian Balance Sheet. Agriculture and Agri-Food Canada’s monthly Outlook for Principal Field Crops, the Canadian balance sheet, with Statistics Canada’s seeded area, production and stocks.

Market Data: Supply and demand figures are from the U.S. Department of Agriculture (WASDE, NASS Crop Progress and Grain Stocks, FAS Export Sales, AMS Export Inspections), the U.S. Drought Monitor, the U.S. Energy Information Administration, the Canadian Grain Commission, Agriculture and Agri-Food Canada and Statistics Canada (contains information licensed under the Open Government Licence – Canada). This data is for informational purposes only, may be subject to delays or inaccuracies, and is not trading advice. Please consult official sources or your broker for trading decisions.