Less cotton is expected to hit the market this season.
USDA data shows a reduction in the U.S. cotton forecast, contributing to tight ending stocks around the globe.
According to Mark Jekanowski, “Lower harvested area dominates the production change this month and results in about almost a 1.4 million bale reduction in U.S. cotton production. With tighter supplies, we reduced our export forecast half a million bales, and the ending stocks come down about a million bales.”
A big contributor to that drop is an increase in national abandonment rates. USDA boosted the number from 14 to 21%.
A large portion of those acres are in the southwest where dryland acres have seen a major decrease in yield estimates.
Cotton producers may be set to benefit as two of the world’s largest apparel makers agree to merge.
The Gildan active wear and Hanes merger is valued at $4.4 billion. If approved, it will close late this year or early 2026.
The two companies joining forces is expected to increase production efficiencies, expand distribution, and potentially raise demand for U.S.-grown fibers.
The National Cattlemen’s Beef Association and Public Lands Council published a joint press release regarding the advancement of legislation to delist the Mexican Gray Wolf from the Endangered Species Act.
January 23, 2026 05:05 PM
Placements and marketings beat expectations, but declining on-feed totals and feeder constraints keep the supply story supportive for cattle prices into 2026.
January 23, 2026 04:40 PM
·
USDA Rural Development Director for Kentucky, Travis Burton, joined us to discuss the Princeton facility (formerly Porter Road Meats), now backed by the USDA, and its role in expanding domestic meat processing capacity.
January 23, 2026 03:39 PM
·
Farm CPA Paul Neiffer joined us to break down the recent Fifth Circuit Court decision overturning a prior Tax Court decision on self-employment tax for limited partners, the ruling’s impact on farmers, and potential next steps in Congress.
January 23, 2026 02:00 PM
·
Americans for Prosperity Arkansas Director Ryan Norris talks energy infrastructure, regulatory reform, and the role of critical minerals in supporting rural America.
January 23, 2026 01:54 PM
·
Congressman Adrian Smith of Nebraska joined us with the latest on efforts to secure year-round E15 sales.
January 23, 2026 01:12 PM
·