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.
Ag leaders say President Donald Trump’s State of the Union is unlikely to spark major agriculture headlines, but ongoing tariff uncertainty and trade policy remain key concerns, as does the debate around glyphosate and the status of the next Farm Bill.
February 24, 2026 11:57 AM
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Cotton jassid, a invasive pest, is raising concerns for Southeast cotton growers as experts work to understand its impact this season.
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Brooks York of AgriSompo discusses projected prices and how farmers are adapting their crop insurance strategies as the price discovery period comes to a close.
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