Cotton & Macros

US ending stocks @4.5M bales…. I say we are headed towards 5.0 bales All the bullish arguments have died now…. @OAcotton @billcrowder13 @loucottonballs @CottonZapata

US ending stocks @4.5M bales…. I say we are headed towards 5.0 bales All the bullish arguments have died now…. @OAcotton @billcrowder13 @loucottonballs @CottonZapata

Crop year 2025-26 is the year when Brazil & Indian cotton will compete for export share, While US cotton will sit on the sidelines….. US cotton Ending stock > 5.0M+ bales….. Unless and until ICE drops below 60??? @OAcotton , @billcrowder13

Cotton: Bearish Fundamentals couldn’t break 65cts, but can USDA+ Fed rate cut take it to 70cts?? @OAcotton @billcrowder13

@CottonTraderInd @OAcotton @billcrowder13 Brazil crop has doubled and China’s Import demand halfed….

@Macr00s @OAcotton @billcrowder13 Brazil crop almost doubled from 2018 to 2025 and has potential to increase ahead. Supply increase hasn't been compensated by increase in demand. Fundamentally either dmemad has to increase or price has to decrease .

@cer_hedge No strength, less likely to break on the upside…

@OGTCHedger Do you think “World- China” Cotton consumption likely to rise in 25/26??

@Macr00s Problem with World Consumption numbers is relying on Chinese data, I trust nothing they put out.

Cotton: so we carry-in 1.1 million fewer bales, produce 1.0- 1.5 million fewer bales and next years USDA carry-out drops from 4.6 mb to 2.0-2.5 mb ....below pipeline levels

Cotton Weekly Highlights 1) Tariff News… not helping World Demand 2) Dollar Index is weak 3) what does 25% tariff on Indian Textile means?? Cotton will be locked in CCI warehouse…. “World- India” balance sheet should look bullish?🤔 @OAcotton @OGTCHedger @billcrowder13

@billcrowder13 @essenviews @118m @OGTCHedger @OAcotton No hope trade in 25/26

@Macr00s @essenviews @118m @OGTCHedger @OAcotton Let’s hope

“American businesses have been absorbing Trump’s tariffs so far, but eventually the burden will be shifted on to American consumers” — Fed Chair Powell

#cotton #wedge Everyone hates charts. Especially when they look like this..

Another way of saying cotton demand is nowhere close to 118M bales…..@OAcotton @billcrowder13

@CottonGuru Maybe it is just a delay of 2 weeks….. it happens

🌱 India Cotton Sowing 2025 Gujarat, India’s top cotton-producing state, reports 56% drop in cotton sowing as of June 9,2025 –only 3.4 lakh ha planted vs 7.7 last year Delayed rains & crop diversification are driving the shift #Cottonguru cottonguru.org #CCI #texprocil

@loucottonballs @OAcotton @billcrowder13 At this stage my estimates are Under 14.25M bales and over 4.5M bales

@Macr00s @OAcotton @billcrowder13 So you take over over or under 14.25 us crop? Over or under 4.5 us ending stocks current year?

Texas gonna loose 2M bales??where is this estimate coming from?? @OAcotton @loucottonballs @billcrowder13 Drought Monitor has considerably improved in past 4 weeks….

@loucottonballs @OAcotton @billcrowder13 You will make better guesstimate than me at this stage of the crop…. All we can agree the conditions have significantly improved over past 5 weeks….

@Macr00s @OAcotton @billcrowder13 So tell me...what is the Texas crop right now

@loucottonballs @OAcotton @billcrowder13 😊

🤡comment☝️☝️ Yeah, I'm not going to get into name calling and telling you what you know or what you dont...My record speaks for itself. Anyone who has my info, or deals with me can attest. We were having a conversation on markets. I have been here for 33 years, I may know a thing or two about a thing or two. You switched from surplus, to 4 million less demand, now seed cotton prices. I guess you have it all figured out. The internet is forever and there is a reason why you are anonymous and I am the real person in my profile. Scared to put your name with your opinion huh?

USDA published the most optimistic cotton balance sheet in May, while Cotlok says more than 11M bales will be added to the ending stock (24/25+ 25/26 crop year)… Where is the bull case…. Not in the Fundamentals🤔 @OAcotton @billcrowder13

@loucottonballs @OAcotton @billcrowder13 You have really little knowledge outside US cotton…. we went above $1 because seed price in China went above 10yuan…. And not the other way around…

@Macr00s @OAcotton @billcrowder13 Oh wierd...tgat was below the 5 year ave...and less than 650k bales from right now with ZERO china on the books.. what about the following year we went to 104.00 ..

@loucottonballs @OAcotton @billcrowder13 21/22 was the year of Pent up demand….. massive buying and huge backlogs of orders….

@Macr00s @OAcotton @billcrowder13 Was it last year...or the year..what about 21/22?