⛏Cotton Futures
COTTON
▲ PositiveSupplyrelevance
Global production is projected to drop 2% while consumption remains resilient, narrowing the supply-demand gap and supporting cotton prices.
Impact on assets 1
Others
Global cotton trade is projected to rise from 9.4 million tonnes in the 2025/26 season to approximately 10.3 million tonnes by 2028/29, according to the International Cotton Advisory Committee. World production is set to drop by 2% to 25.8 million tonnes in 2026/27, while consumption remains resilient at around 25.5 million tonnes, narrowing the gap between supply and use. Brazil is expected to retain its position as the top cotton lint exporter in 2025/26, while US exports are expected to rebound by 3% in 2026/27. China, the largest global consumer, is expected to sharply increase imports in 2025/26, and Vietnam continues to gain importance as a major importer. The ICAC flags risk factors including shifting tariff policies, high energy costs, and logistics disruptions around the Strait of Hormuz.
Global production is projected to drop 2% while consumption remains resilient, narrowing the supply-demand gap and supporting cotton prices.