Supply Chain
Supply Chain
Data and analyses of trends in the cotton textile supply chain, including commodity economics.
January 2023
Monthly Economic Letter January 2023
RECENT PRICE MOVEMENT Movement in cotton benchmarks was mixed over the past month. SUPPLY, DEMAND, & TRADE The latest USDA report featured decreases to global cotton production (-332,000 bales, from…
December 2022
Monthly Economic Letter
December 2022
RECENT PRICE MOVEMENT Most cotton benchmarks were relatively unchanged over the past month. Trading activity has shifted from the December NY/ICE contract to March. Prices for the March NY/ICE contract…
November 2022
Monthly Economic Letter
November 2022
RECENT PRICE MOVEMENT Volatility dominated NY/ICE futures and the A Index last month. Other major benchmark prices moved lower. Movement in the December NY/ICE futures contract was extreme, with a…
September 2022
Monthly Economic Letter
September 2022
RECENT PRICE MOVEMENT Movement in benchmark prices was mixed over the past month. The December NY/ICE futures contract climbed higher in the second half of August, but it lost 12%…
August 2022
Monthly Economic Letter
August 2022
RECENT PRICE MOVEMENT Most benchmark prices rose over the past month. After posting a series of solid increases recently, the most actively traded NY/ICE December futures contract rose the limit…
Articles
Reaching Consumers In Spite of Inflation
It’s hard to say which is a bigger topic in the daily news: inflation or the blistering weather. One thing for sure is they both seem inescapable, with inflation now…
July 2022
Monthly Economic Letter
July 2022
RECENT PRICE MOVEMENT Benchmark prices collapsed over the past month. Before expiring, the July NY/ICE futures contract lost 30% of its value in just a couple days, falling from 144…
June 2022
Monthly Economic Letter
June 2022
RECENT PRICE MOVEMENT Movement in benchmark prices was mixed over the past month. The July NY/ICE futures fell from 142 cents/lb in May and touched levels as low as 136…
May 2022
Monthly Economic Letter
May 2022
RECENT PRICE MOVEMENT Most benchmark prices increased over the past month. Chinese prices decreased. The July NY/ICE futures increased from 130 cents/lb to 145 cents/lb. The December NY/ICE futures contract,…
April 2022
Monthly Economic Letter April 2022
RECENT PRICE MOVEMENT Most benchmark prices increased over the past month. Open interest is shifting out of the May NY/ICE futures contract and into July. Prices for both futures surged…