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.
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Brooks York with AgriSompo joined us with his outlook on crop insurance and risk management following the recent winter storm that tore through most of the United States, including the Midwest.
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A mid-January winter storm delivered snow, ice, and extreme cold to a broad swath of the U.S., disrupting transportation, stressing livestock systems, and adding cost and complexity to winter farm operations as producers look toward spring.
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