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.
Analysts say a Supreme Court decision on tariffs could reshape protein markets, strain U.S.-China trade, and force farmers to rethink global demand strategies.
January 21, 2026 12:03 PM
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Wayne Cockrell with the Texas and Southwestern Cattle Raisers Association joined us to discuss preparedness, producer awareness, and the industry’s response to New World screwworm concerns.
January 21, 2026 12:00 PM
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President Donald Trump speaks at the World Economic Forum in Davos, addressing SNAP spending, tariff threats against Europe, market reactions, and the upcoming USMCA review.
January 21, 2026 11:50 AM
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Despite rising costs and growing food insecurity, meat demand remained strong in 2025 as higher-income consumers offset cutbacks elsewhere. Economists break down the K-shaped economy, upcoming USDA cattle reports, livestock production outlooks, and renewed debate over beef imports and country-of-origin labeling heading into 2026.
January 20, 2026 02:47 PM
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Corn growers are turning to ethanol, E15 expansion, and export markets to help absorb record supplies and stabilize prices. Farm leaders discuss low-carbon ethanol demand, flex-fuel vehicle challenges, input costs, and the role of USMCA as producers look for market relief in the year ahead.
January 20, 2026 02:04 PM
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Congressional leaders signal momentum toward expanded, targeted farm aid to help producers manage losses and cash-flow stress in 2026.
January 20, 2026 11:48 AM
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