Cotton and the Supply Chain: Challenges & Opportunities in 2025

Tariffs, and the uncertainty around them, represent the latest challenge to the fashion industry and cotton supply chains. The corresponding implications for costs are just one factor decision makers are…

Monthly Economic Letter May 2025

RECENT PRICE MOVEMENT Cotton benchmarks were generally stable over the past month.•Prices for the nearby July NY/ICE futures contract traded between 65 and 70 cents/lb over the past month.•Prices for…

Monthly Economic Letter April 2025

RECENT PRICE MOVEMENT Cotton benchmarks were either flat or slightly lower over the past month.• Prices for NY/ICE futures moved lower following tariff-related announcements made April 2nd. However, the decreases…

Monthly Economic Letter March 2025

RECENT PRICE MOVEMENT Cotton benchmarks were either flat or slightly lower over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured small increases to world production (+500,000…

Monthly Economic Letter February 2025

RECENT PRICE MOVEMENT Cotton benchmarks were either flat or slightly lower over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured an increase to world cotton production…

Monthly Economic Letter December 2024

RECENT PRICE MOVEMENT Cotton benchmarks were either rangebound or moved slightly lower over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured increases to global production (+1.2…

Monthly Economic Letter November 2024

RECENT PRICE MOVEMENT Cotton benchmarks either decreased slightly or traded sideways over the past month.• Recent movement in the December NY/ICE futures contract appears to be reinforcing the trading range…

Monthly Economic Letter October 2024

RECENT PRICE MOVEMENT Cotton benchmarks were flat or higher over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured relatively minor changes to global production (+219,000 bales…

After a Series of Disruptive Years, the U.S. Economy & the Global Cotton Market Are Calming

Four years ago, fashion week shows were held online, retail stores became fulfillment centers, adults and school children stayed in pajamas and loungewear all day as many began remote work…

Things to Know About Consumers & Inflation – U.S. Edition (Wave 8)