NASHVILLE (RFD-TV) — Cotton harvest is in full swing, and growers across the country are closely monitoring production and exports as the market navigates seasonal trends.
“As we look at this U.S. crop, if we make upwards of 14 million barrels, that looks like we could have a 5 million bale carryout and -- you know, that’s going to keep us in the middle-to-low 60s as we go. You know, last week’s exports were 86,000 bales, which were down 54% from the previous week,” explained Market analyst Kevin Huddleston.
Huddleston told RFD-TV News that any news of trade deals could make the difference in how prices move through the fall.
“You just got to keep in mind China’s the driver here,” Huddleston said. “I know we sell like a broken record player, but we need a trade deal with China to get this thing turned around. We can get a trade deal. This thing could spark back up into the low 70s, maybe middle 70s.”
He said producers need to be ready to secure bookings when the time arrives.
“Producers really need to be ready that if we do get up into the low 70s, we need to be prepared to strike contracts,” he said.
Cotton Harvest Progress
In Texas, harvest is stretching west and south, while in Oklahoma, growers are juggling cotton with winter wheat planting.
Arkansas is seeing harvest speed up. Along the East Coast, states like North Carolina, South Carolina, and Virginia are keeping the harvest moving steadily.
The WASDE/Crop Production combo will be the first full read on supply, demand, and yield that could move basis and hedging plans since the government shutdown more than a month ago.
November 03, 2025 09:34 AM
·
A rescheduled WASDE, China’s soybean squeeze, barge bottlenecks, and premium beef demand all collide this week — with cash decisions, basis, and risk plans on the line.
November 03, 2025 09:23 AM
·
China’s grain expansion model may be hitting its limit. Lower prices, high rents, and policy fatigue threaten future output — with ripple effects across global feed and oilseed markets.
November 02, 2025 05:06 AM
·
High milk production and soft retail demand are squeezing prices and margins — making careful feed and risk management essential through year-end.
November 01, 2025 06:54 AM
·
U.S. Rep. Dusty Johnson (R-SD) shares his outlook on the developing U.S.-China Trade agreement, and the ongoing impact of the federal government shutdown—now stretching past four weeks—on rural communities and producers.
October 31, 2025 01:35 PM
·
RealAg Radio host Shaun Haney joined us on Friday’s Market Day Report to discuss what the Carney-Xi meeting could mean for Canadian producers.
October 31, 2025 01:29 PM
·
Market analyst and friend of the show, Shawn Hackett, says Brazil’s shifting use of crops for biofuel production is a significant factor.
October 31, 2025 01:17 PM
·
Caleb Ragland, president of the American Soybean Association (ASA), shares his reaction to news of soybean sales to China, which is considered both “welcome news” and a return to near-normal trade relations.
October 31, 2025 12:26 PM
·
Rabobank’s outlook signals a tightening margin environment, emphasizing the need for cost control, trade stability, and clearer policy signals heading into 2026.
October 31, 2025 11:44 AM
·
