Episodi

  • Cotton Market Stuck Between Technical Breakdown and Tight Supply Fundamentals

    Cotton Market Stuck Between Technical Breakdown and Tight Supply Fundamentals
    Jan 22 2026
    https://www.instagram.com/vanessaclarkipai

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

    Hey everyone, this is Vanessa Clark, and welcome back to the Daily Cotton Price Tracker. Thanks so much for tuning in. Today we're diving into what's happening in the cotton market as we head into late January, and there's quite a bit to unpack.

    Let's start with where cotton is trading right now. The most actively traded March contract settled at 64.30 cents per pound today, marking its second lowest close since early January. We're seeing some pretty tight trading here, with prices moving just a few points in either direction. May contracts are sitting around 65.85 cents, July around 67.34 cents, and December looking at 69.07 cents per pound.

    Now here's what's interesting. We've got this real disconnect happening in the market right now. On the technical side, cotton just broke below that key 64.50 support level that traders have been watching all week. When you see that kind of technical breakdown, it usually signals that sellers are taking control. But here's where it gets complicated. The fundamental picture from the USDA is actually telling a different story. Global cotton production is expected to fall by more than 350,000 bales, while consumption is rising by over 300,000 bales. That's a tightening market, which should typically support prices. So we've got this technical weakness bumping up against fundamental strength, and the market is basically stuck in a holding pattern.

    One thing that's really notable is open interest. We're seeing open interest hit its sixth consecutive all-time high, up more than 2,100 contracts today. That tells us traders are really engaged here, even though price movement has been minimal. The market has essentially been flat since late 2025, trading in a narrow channel and waiting for something to break the stalemate.

    What traders are watching most closely right now is the federal weekly sales report. That data can give us real insight into whether demand is actually materializing to support these tighter supply fundamentals. A strong sales report showing over 400,000 bales could reverse the recent selling pressure. Conversely, weak numbers would fuel the bearish case we're seeing in the charts right now.

    From a technical perspective, if March contracts break decisively below 63.00, we could see further downside toward 62.40. But that fundamental support from the tighter supply picture should provide some buffer against any major collapse.

    Thanks so much for listening to the Daily Cotton Price Tracker. Be sure to subscribe and tune in next time for the latest cotton market updates and insights.

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
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    This content was created in partnership and with the help of Artificial Intelligence AI
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    3 min
  • Cotton Climbs 8 Points: March Futures Bounce Back as Dollar Softens and Export Sales Stay Strong

    Cotton Climbs 8 Points: March Futures Bounce Back as Dollar Softens and Export Sales Stay Strong
    Jan 21 2026
    https://www.instagram.com/vanessaclarkipai

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

    Hey friends, welcome to another episode of Daily Cotton Price Tracker with Vanessa Clark. Im Vanessa, your go-to guide for all things cotton, and today were diving into the latest cotton market news, current prices, and what it means for you whether youre a farmer, trader, or just cotton curious.

    First up, the current trading price. According to Nasdaq and Barchart midday updates, March 2026 cotton futures are sitting at 64.42 cents per pound, up 8 points from yesterday. May is at 66.03 cents, up 7 points, and July at 67.50 cents, also up 7 points. Yesterday, prices dipped a bit with March closing at 64.34 cents after some external market jitters, but were seeing a nice bounce today thanks to technical support and a softer US dollar. The Cotlook A Index held steady at 74.80 cents, and US export sales are strong, with over 400,000 bales reported last week.

    SunSirs reports Chinese spot cotton at 15,889 RMB per ton as of January 19th, up 0.21 percent week on week, though supply is abundant and textile firms are buying cautiously ahead of Spring Festival. Downstream, textile operating rates are up to 86.9 percent, a solid 19.4 percent year on year jump, showing recovery. But high inventories and weak demand are keeping things range-bound.

    On the sustainability front, exciting news from OEKO-TEX partnering with TextileGenesis for digital traceability on organic cotton, using token tech to fight fraud and boost verified supply chains. Organic cotton demand is booming up 381 percent last year.

    Takeaway for you: If youre trading, watch resistance at 65.90 cents for March keep an eye on Davos talks and US export data for swings. Farmers, steady demand signals slight acreage stability next year. Stay nimble!

    Thanks for tuning in, pals. Subscribe, share with your network, and catch you next time on Daily Cotton Price Tracker. Keep tracking those trends!

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
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    This content was created in partnership and with the help of Artificial Intelligence AI
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    3 min
  • Cotton Climbs: Tighter Stocks and Export Wins Push Prices Up Despite Dollar Headwinds

    Cotton Climbs: Tighter Stocks and Export Wins Push Prices Up Despite Dollar Headwinds
    Jan 20 2026
    https://www.instagram.com/vanessaclarkipai

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

    Hey friends, welcome to another episode of Daily Cotton Price Tracker with Vanessa Clark. Im Vanessa, your go-to guide for all things cotton, and today were diving into the freshest cotton market updates, including the current trading price, key news, and what it means for you.

    Right now, cotton is trading at 64.84 cents per pound, up 0.33 percent from yesterday, according to Trading Economics data. Thats a nice little bump, with futures showing gains across March 2026 at 64.82 cents, May at 66.39, and even later contracts like July 2027 at 70.50 cents per pound, as reported by IndexBox. Over the past month, prices have climbed 1.93 percent, though theyre still about 4 percent lower than a year ago.

    Heres the big picture: The US Department of Agricultures latest WASDE report points to tighter supplies for the 2025-26 season. US production dropped over 2 percent to 13.9 million bales due to weaker yields in the Delta, while global output is down too, thanks to cuts in India, the US, Argentina, and Turkey. Ending stocks are shrinking, boosting that stocks-to-use ratio and supporting prices. Export sales rebounded strong last week, with 339,700 bales of Upland cotton sold, per the Export Sales Report. Brazil hit record exports in December, showing solid demand.

    But watch for headwinds like a stronger dollar pressuring prices and tariff impacts, such as Indias cotton fabric exports to the US dropping 30 percent after August 2025 tariffs. Looking ahead, Trading Economics forecasts cotton at 63.72 cents by quarters end and 60.39 in 12 months.

    Actionable tip: If youre a grower, check out Deltapine varieties for 2026 with ThryvOn tech for better yield and quality in the Southeast. Traders, keep an eye on USDA updates and export paces lagging projections, eyeing that 64-cent support level.

    Thanks for tuning in, friends. Subscribe, share with your cotton crew, and catch you next time on Daily Cotton Price Tracker!

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
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    https://amzn.to/4hSgB4r

    This content was created in partnership and with the help of Artificial Intelligence AI
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    3 min
  • Cotton Climbs While Dollar Bites: Your Daily Fiber Check with Vanessa

    Cotton Climbs While Dollar Bites: Your Daily Fiber Check with Vanessa
    Jan 19 2026
    https://www.instagram.com/vanessaclarkipai

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

    Hey friends, welcome to another episode of Daily Cotton Price Tracker with Vanessa Clark. Im Vanessa, and today were diving into the latest on cotton prices, global trends, and what it all means for you whether youre a farmer, trader, or just keeping an eye on commodities.

    Right now, cotton is trading at 64.64 cents per pound, up a tiny 0.06 percent from yesterday. Trading Economics reports its climbed 1.61 percent over the past month, though its still down 4.34 percent from a year ago. Futures are hovering near a one-week low around 64.6 cents, pressured by a strong dollar, but US export sales bounced back strong last week.

    The US Department of Agricultures January report is a big headline: US production dropped over 2 percent to 13.9 million bales due to weaker yields, global ending stocks fell, tightening supply for the 2025-26 season. Chinas cotton index hit 103 cents per pound, up thanks to a firmer yuan, while Indias spot prices rose to 78 cents. In China, Zhengzhou futures for May closed lower at 14,545 yuan per tonne today. Pakistan ginners processed 5.49 million bales so far, signaling flat production, with prices jumping to about 16,500 rupees per maund amid tight quality supply.

    Forecasts look mixed: Trading Economics sees it dipping to 63.72 by quarter end and 60.39 in 12 months, but short-term uptrends could push 3.65 percent higher in three months.

    Actionable tip: If youre trading cotton futures or buying for textiles, watch USDA updates and dollar moves closely lock in positions on dips for potential rebound. Stay ahead by tracking export data from Brazil and China too.

    Thanks for joining me today, friends. Hit subscribe, tune in tomorrow for more Daily Cotton Price Tracker updates, and heres to smart moves in the cotton market. See you soon!

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
    For some deals, check out
    https://amzn.to/4hSgB4r

    This content was created in partnership and with the help of Artificial Intelligence AI
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    2 min
  • Cotton Markets Rally on Tight Supplies: Delta Yields Drop While Export Sales Triple

    Cotton Markets Rally on Tight Supplies: Delta Yields Drop While Export Sales Triple
    Jan 16 2026
    https://www.instagram.com/vanessaclarkipai

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

    Hey everyone, welcome back to Daily Cotton Price Tracker. I'm Vanessa Clark, and today we're diving into what's happening in the cotton markets as we wrap up the week.

    Let me start with where cotton is trading right now. Cotton futures are hovering around 64 to 65 cents per pound today. We saw the market open with some gains earlier this morning, up about 3 to 6 cents, which is a nice turnaround from yesterday when we closed down 22 to 28 points. So there's definitely some positive momentum heading into the weekend.

    Now here's what's driving these movements. The USDA just released their January report, and it's highlighting some really important supply tightening. US cotton production was lowered by over 2 percent to 13.9 million bales, and that's primarily because of weaker yields in the Delta region. Ending stocks fell 7 percent to 4.2 million bales, which is actually supporting prices because it means we have less cotton available.

    The national average yield dropped significantly, down 8 percent to 856 pounds per acre. This reduction in supply is pushing the stocks-to-use ratio lower, which is good news if you're bullish on cotton. The USDA also raised their projected season-average farm price to 61 cents per pound.

    But here's something really encouraging for exporters. Earlier this week, we got some fantastic news on export sales. The week ending January 8 saw upland cotton sales surge to 339,724 running bales. That's a marketing year high and more than triple the previous week. Vietnam continues to be our largest buyer, followed by China and Pakistan. This rebound in demand is significant because it shows mills are stepping back into the market.

    However, I do want to mention that while this week was strong, we're still running behind our seasonal pace. Cumulative sales are at about 62 percent of the USDA forecast for the marketing year, compared to a five-year average of 78 percent at this point in the season. So we do need to see more of these strong weeks to catch up.

    On the global front, cotton output was revised down overall. Production gains in China were offset by cuts in India, the United States, Argentina, and Turkey. Global ending stocks declined by 1.5 million bales, bringing the stocks-to-use ratio below 63 percent, which is definitely supporting the market sentiment.

    One thing to keep an eye on moving forward is that 80 percent of cotton production is currently in an area experiencing drought, including much of West Texas. That's something traders are watching closely.

    Thanks so much for tuning in to Daily Cotton Price Tracker. I'm Vanessa Clark. Make sure you subscribe and join us tomorrow as we continue tracking these important market movements. We'll see you next time.

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
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    https://amzn.to/4hSgB4r

    This content was created in partnership and with the help of Artificial Intelligence AI
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    3 min
  • Cotton's Tug of War: China Shifts, Aussie Drought, and American Growers Weigh Their Options

    Cotton's Tug of War: China Shifts, Aussie Drought, and American Growers Weigh Their Options
    Jan 15 2026
    https://www.instagram.com/vanessaclarkipai

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

    Welcome to Daily Cotton Price Tracker with Vanessa Clark. I'm your host Vanessa, and today we're breaking down what's happening in the cotton market as we move through mid-January.

    Let's jump right into the numbers. Cotton futures are experiencing some downward pressure today. March cotton is trading around 64.85 cents per pound, down 14 points, while May cotton is at 66.41 cents, down 9 points. We're seeing a pullback after some gains earlier in the week when March contracts briefly tested levels above 65 cents per pound for the first time since November.

    So what's driving these moves? According to Cotton Incorporated's recent economic analysis, we've got some mixed signals. On the positive side, the USDA released revised supply and demand estimates showing slightly lower global production and higher mill use. However, the market is grappling with weak demand that's capping upside potential. Think of it like a tug of war between bulls and bears.

    Here's what's particularly interesting for growers and traders. China's government has signaled a potential policy shift regarding its target price support system in Xinjiang. The National Development and Reform Commission emphasized prioritizing grain production for food security, which could limit cotton acreage support going forward. This announcement actually sparked a rally in Chinese cotton futures earlier this month, with prices rising over 1000 RMB per ton since early December.

    On the supply side, Australia is facing significant headwinds. Officials expect 22 to 23 percent less acreage and production for 2025-26 due to water scarcity and low prices. Meanwhile, Indian cotton production continues trending downward, with 2025-26 yields down 19 percent from their 2013-14 peak.

    For American growers, the picture is nuanced. U.S. cotton production was revised downward by more than 2 percent to 13.9 million bales. Fertilizer prices are climbing, with UAN 28 up 23 percent and potash up 9 percent over the past year. That means input costs remain stubbornly high while cotton prices hover around 65 to 69 cents per pound depending on contract month.

    The key question everyone's asking is whether we'll see another round of U.S. acreage reduction for the 2026-27 season. A recent survey suggests acreage could remain flat year over year, but planting decisions typically come down in February when farmers are comparing cotton returns against corn and soybeans.

    Thanks so much for tuning into Daily Cotton Price Tracker. Make sure you subscribe and join us tomorrow as we continue tracking these important market developments. I'm Vanessa Clark, and we'll see you next time.

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
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    https://amzn.to/4hSgB4r

    This content was created in partnership and with the help of Artificial Intelligence AI
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    3 min
  • Cotton Climbs While Futures Dip: What China's Big Harvest Means for Your Wallet

    Cotton Climbs While Futures Dip: What China's Big Harvest Means for Your Wallet
    Jan 14 2026
    https://www.instagram.com/vanessaclarkipai

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

    Hey friends, welcome back to Daily Cotton Price Tracker with Vanessa Clark. Im your host Vanessa, chatting with you like were grabbing coffee together about the freshest cotton market news and that all-important current trading price.

    Today, lets dive right into the numbers. According to SunSirs, the benchmark price for raw cotton in China hit 15,773 RMB per ton as of January 14th, up 1.44 percent from the start of the month. Thats a nice little bump, even as futures dipped slightly with the main contract closing at 14,625 RMB per ton. Over in the US, March futures are hovering steady just under 65 cents per pound, holding firm after the latest USDA WASDE report. Nasdaq reports cotton prices pushed higher this morning, up 19 to 25 points in early front-month trading before settling into a steady pattern.

    Big headlines this week: Chinas cotton production forecast for 2025/26 jumped 7.7 percent to 6.64 million tons, thanks to more planted area and better yields, per SunSirs. That boosts supply and could ease prices long-term, but ending stocks are down to 8.29 million tons. Meanwhile, the USDA slashed US production to 13.9 million bales, down 2 percent from last forecast, with yields at 856 pounds per acre amid lower output in states like Georgia and Alabama. Global mill use is ticking up slightly, but ample stocks keep things balanced.

    What does this mean for you? If youre a grower, watch those relative prices versus corn and soy, as theyre influencing planting plans. Traders, consider SunSirs benchmark for spot deals, adding your markup for smart contracts. Retail folks, stable US prices around 61 cents per pound projected for the year suggest steady apparel costs ahead, despite tariff talks.

    Stay tuned to these trends, and maybe lock in some forward sales if prices wobble. Thanks for joining me on Daily Cotton Price Tracker. Hit subscribe, share with your crew, and tune in next time for more cotton updates. Talk soon!

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
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    https://amzn.to/4hSgB4r

    This content was created in partnership and with the help of Artificial Intelligence AI
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    3 min
  • Cotton's Climbing: Why 65 Cents Could Be Just the Start for Your Farm and Closet

    Cotton's Climbing: Why 65 Cents Could Be Just the Start for Your Farm and Closet
    Jan 13 2026
    https://www.instagram.com/vanessaclarkipai

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

    Hey friends, welcome to another episode of Daily Cotton Price Tracker with Vanessa Clark. I'm your host Vanessa, and today we're diving into the latest on cotton prices, global supply shifts, and what it all means for you whether you're a farmer, trader, or just keeping tabs on commodities.

    Right now, cotton futures are trading around 65 cents per pound, with March contracts at about 65.06 cents, up a bit thanks to some positive momentum. According to SunSirs commodity analysis, as of January 12th, Chinese spot prices for 3128B grade lint cotton hit 15,855 RMB per ton, up 1.62 percent from the prior week after an initial surge and pullback. That high came as futures topped 15,095 RMB per ton before resistance kicked in.

    The big news is the USDA's January WASDE report, which tightened global fundamentals. World cotton production for 2025-26 is now pegged at 119.43 million bales, down from last month's estimate, with cuts in the US, India, Argentina, and Turkiye offsetting a bump in China. US output dropped over 2 percent to 13.9 million bales due to lower Delta yields, ending stocks fell to 4.2 million bales, and farm prices are projected at 61 cents per pound. Consumption is up slightly to 118.92 million bales, pushing the stocks-to-use ratio below 63 percent, which supports firmer prices long-term.

    Why the ups and downs? New policies in Xinjiang could shrink planting areas, plus loose monetary moves from China's central bank boosted commodities early last week. But downstream textile firms are holding back on restocking amid cost squeezes, with inventories down to 24.59 days of supply.

    For you at home, here's your takeaway: if you're in textiles or farming, watch US export sales—they're lagging at 154,000 bales weekly versus needed paces. Consider hedging if prices dip short-term, but global tightness suggests upside potential. Stay nimble!

    Thanks for joining me today, pals—subscribe, share, and tune in next time for more cotton updates. Talk soon!

    For more http://www.quietplease.ai

    Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
    For some deals, check out
    https://amzn.to/4hSgB4r

    This content was created in partnership and with the help of Artificial Intelligence AI
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    3 min