Monthly Economic Letter October 2025

RECENT PRICE MOVEMENT Most cotton benchmarks decreased over the past month. SUPPLY, DEMAND, & TRADE The U.S. government entered a shutdown on October 1st.  One consequence is that many economic…

Monthly Economic Letter September 2025

RECENT PRICE MOVEMENT Cotton benchmarks were stable over the past month. SUPPLY, DEMAND, & TRADE In the latest set of USDA forecasts for 2025/26, projections for world production and mill-use…

Monthly Economic Letter August 2025

RECENT PRICE MOVEMENT Cotton benchmarks were stable over the past month. SUPPLY, DEMAND, & TRADE In the latest USDA forecasts for the 2025/26 crop year, projections for world production (-1.8…

Monthly Economic Letter July 2025

RECENT PRICE MOVEMENT Chinese and Indian prices moved slightly higher while other markets were flat over the past month. SUPPLY, DEMAND, & tRADE Updates to USDA forecasts for 2025/26 included…

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 June 2025

RECENT PRICE MOVEMENT Cotton benchmarks were range-bound over the past month.• With the nearby July NY/ICE futures contract heading into expiration, open interest has been shifting into the December contract.…

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…