Market Analysis Stories
September 12, 2014
USDA’s September World Supply Demand report gives us no reason to believe that the narrow 62 to 72 cents trading range will change in the coming month. But the market will likely draw its direction from Mother Nature in the coming weeks.
September 11, 2014
Based on USDA’s September Supply Demand report, a smaller U.S. crop should provide some support for prices. But an increase in total world production, reduction in use and increase in stocks may also weigh on the market.
September 5, 2014
Ongoing anticipation of the Chinese government’s announcement regarding price supports for the 2014 crop has driven cotton prices back near the bottom of the current trading range.
August 28, 2014
Anthony Tancredi of Louis Dreyfus Commodities says the most important thing for anyone in the market to know is what China’s cotton policy is. The problem: no one knows – or is sharing – the policy details.
August 25, 2014
Prices (Dec14 futures) appear to have turned trend up, at least for the short-term. But, they're likely to meet resistance around 68 cents, meaning we may have some rocky ground to plow in order to return to prices starting with a 7.
August 23, 2014
Concern over the amount of cotton available outside of China continues to dominate trading.
August 22, 2014
December cotton finally broke out to the upside in the past week on expanding volume and rising open interest, with the August 21 close marking the highest level in four weeks.
August 14, 2014
What many considered a very bearish August Supply/Demand Report has been digested by market forces and determined to be market neutral. Most likely, the 62 cent price floor has developed enough depth to protect the price from sliding any lower.
August 12, 2014
The August USDA crop production and supply/demand numbers are best described as a mixed bag. Increases in U.S. exports and World Use are good news, as is the fact that ending stocks didn’t increase.
August 12, 2014
USDA’s World Agricultural Supply and Demand Estimates for August show forecasted increases in production, exports and ending stocks for U.S. cotton.
October 11, 2014
After recently falling to the 61-cent level, prices have made a modest, but still welcomed, recovery.
October 3, 2014
Recent news from China has left the market cautiously bearish, mindful of the fact that there is still a lot of harvest time weather to negotiate.
October 3, 2014
Noting the predicted 1.8 million tons of surplus cotton production and changes in China's cotton policy, a recent report from International Cotton Advisory Committee says prices are unlikely to rise to the levels of the last two seasons.
September 29, 2014
Weighed down by unexpected announcements from China, cotton prices continued to trend lower and confusion reigned, as traders attempted to decipher the actual Chinese cotton policy.
September 26, 2014
This is not a good time to be trying to sell cotton. Nothing will appear relatively attractive at this point, but growers nevertheless need to carefully consider their options.
September 22, 2014
The Cotton Board's producer members recently participated in a “Segment Swap” program designed to give them a better understand of how cotton importers make their sourcing decisions.