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.
U.S. Rep. Dusty Johnson of South Dakota joined us to discuss rising input costs, fertilizer transparency efforts, and the role of trade in supporting farmer profitability.
April 21, 2026 04:12 PM
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April 21, 2026 04:10 PM
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U.S. Secretary of Agriculture Brooke Rollins joined us to discuss fertilizer markets, domestic supply efforts, trade priorities, and ongoing policy work aimed at stabilizing costs for U.S. farmers.
April 21, 2026 03:39 PM
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Louisiana State University Professor Shelly Pate Kerns says a late freeze forced widespread replanting of some crops across the state.
April 21, 2026 03:37 PM
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Strong demand for U.S. beef in Mexico is boosting exports, with buyers seeking both variety meats and high-quality cuts like Prime and Choice ribeye.
April 21, 2026 12:49 PM
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Lewis Williamson with HTS Commodities joined us to discuss the latest crop progress report and how market uncertainty and input costs are shaping planting decisions this spring.
April 21, 2026 12:00 PM
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