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.
USDA released the November WASDE Report on Friday, the first supply-and-demand estimate to drop since September, just before the 43-day government shutdown.
November 14, 2025 12:22 PM
·
U.S. Trade officials announced new deals with El Salvador, Guatemala, Ecuador, and Argentina, as well as a steep reduction in tariffs on Swiss imports.
November 14, 2025 11:58 AM
·
China’s cost advantage with Brazilian soybeans and vague public messaging leave U.S. export prospects uncertain heading into winter.
November 14, 2025 11:03 AM
·
David Hardin with the Indiana Soybean Alliance discusses USMEF’s push to open new global export markets for both meat and soy-based feed.
November 13, 2025 01:10 PM
·
With the U.S.–Vietnam agreement nearing signature, U.S. cotton, corn, and soybean exporters could lock in new demand lanes just as global supply shifts.
November 13, 2025 11:33 AM
·
The government reopens after 43 days. USDA resumes key reports, weighs farm aid, and watches China’s next move on U.S. soybean purchases.
November 13, 2025 10:58 AM
·
Jeramy Stephens with National Land Realty shares tips for fall and winter to guide landowners and farmers.
November 12, 2025 03:40 PM
·
RealAg Radio host Shaun Haney shares insights from a recent study, discusses EV market access in Canada, and highlights other market opportunities top of mind for Canadian producers.
November 12, 2025 03:19 PM
·
USMEF President and CEO Dan Halstrom shares how recent trade talks are influencing U.S. red meat global sales and the importance of key trade agreements like the USMCA.
November 12, 2025 03:07 PM
·
