『Cotton Watch: Savannah's Surge, China's Mixed Signals, and Your Next Move』のカバーアート

Cotton Watch: Savannah's Surge, China's Mixed Signals, and Your Next Move

Cotton Watch: Savannah's Surge, China's Mixed Signals, and Your Next Move

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This is your Daily Cotton Price Tracker with Vanessa Clark podcast.

Hey friend, welcome back to the Daily Cotton Price Tracker. I am Vanessa Clark, and today we are diving into the latest cotton prices and what they might mean for growers, traders, and anyone watching the cotton market.

Let us start with the headline number. According to Trading Economics, the global benchmark cotton contract is trading around 63.27 cents per pound, up roughly a quarter of a percent on the day. That puts cotton about 1 percent higher than a month ago, but still a little more than 7 percent cheaper than it was a year ago. So we are in this interesting spot where prices have firmed slightly in the short term but are still under pressure compared to last season.

On the fundamentals side, the United States Department of Agriculture December World Agricultural Supply and Demand Estimates report points to a weaker global cotton outlook for the twenty twenty five to twenty twenty six season. USDA trimmed global production to just under one hundred twenty million bales and also lowered global consumption, reflecting softer mill demand in places like Brazil, the United States, and parts of Central America.

Export demand is another weak link. USDA weekly export data, summarized by Fibre2Fashion, shows Upland cotton export sales running well below last year, as mills remain cautious and yarn demand stays subdued. At the same time, the Port of Savannah just reported that it is now the nation’s busiest port for cotton shipments, helped by strong demand from the Indian subcontinent and the Mediterranean. So even with softer overall demand, some trade routes are heating up.

In China, price action has been mixed. SunSirs reports a benchmark raw cotton price around fifteen thousand one hundred thirty five yuan per ton, up about one point seven percent from the start of the month, while Xinhua notes that Zhengzhou cotton futures for May twenty twenty six recently closed a bit lower, around thirteen thousand nine hundred twenty five yuan per ton. That tells you traders are still wrestling with how tight or loose the balance will be next year.

So what can you do with this if you are a grower or a buyer watching daily cotton prices

If you are a producer, this mid sixty cents level is not stellar, but the slightly tighter global balance projected by USDA could offer some support on rallies. It may be a good time to review your marketing plan, look at your cost of production, and think about layering in sales or using futures or options to protect a floor while leaving some room for upside if prices pop on a weather scare or stronger demand.

If you are a buyer or in the textile space, today’s cotton price around sixty three cents per pound, combined with soft export sales, suggests you may still have some leverage. Many mills are buying hand to mouth, but if your margins allow it, you might consider locking in a portion of your needs on dips, especially if you are concerned about future supply tightness or logistical bottlenecks at key export ports like Savannah.

For traders and analysts, keep an eye on three key data points over the next few weeks. First, the next USDA export sales reports, which will show whether mills are stepping back in. Second, any revisions to US and global production in upcoming WASDE updates. And third, Chinese futures and import trends, since China remains a huge driver of international cotton prices.

That is it for today’s Daily Cotton Price Tracker with Vanessa Clark. Thanks for hanging out with me and staying on top of the cotton market. If you find this helpful, be sure to subscribe, share it with a friend who watches cotton prices, and tune in next time for your daily check on the cotton market. Talk to you soon.

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