NASHVILLE, TENN. (RFD NEWS) — Cotton producers enter the 2026 season facing another year of negative margins, but tightening global supplies could eventually stabilize prices.
Economists at the National Cotton Council say the industry is coming off a fourth consecutive year of unfavorable returns, driven by weak demand and high production costs. The group projects U.S. cotton acreage at 9.0 million acres, down 3.2 percent, and production of roughly 12.7 million bales after abandonment.
Farm-Level Takeaway: Smaller supplies could support cotton prices despite weak demand.
Tony St. James, RFD NEWS Markets Specialist
Domestic textile use remains weak, with U.S. mills expected to consume 1.55 million bales, slightly below last year. However, exports are projected to rise as global consumption increases to 120 million bales while world production declines to 114.1 million bales. As a result, U.S. ending stocks are forecast to fall to 3.5 million bales, and global stocks outside China are forecast to drop to their lowest level since 2016.
Trade policy and global economic growth remain major uncertainties for the export-dependent cotton sector.
Ranger Road Fire has burned 283,000 acres across Kansas and the Oklahoma Panhandle and is nearing containment, as ranchers begin assessing cattle and infrastructure losses as they look toward recovery.
February 23, 2026 11:08 AM
·
Agriculture avoided major disruptions, but trade uncertainty remains elevated.
February 23, 2026 10:09 AM
·
Stronger fuel demand supports corn usage despite a steady production pace.
February 21, 2026 07:00 PM
·
The long-term viability of a ranching operation often hinges on how effectively its owners navigate the overlapping layers of IRS regulations, state tax incentives, and USDA disaster programs.
February 20, 2026 04:43 PM
·
Fed cattle numbers are down two percent in February, according to the latest USDA report. Marketings fell 13 percent, signaling continued pressure on beef prices in 2026.
February 20, 2026 03:38 PM
·
Iowa farmer Derek Hommer joined us to discuss grain bin safety, ongoing prevention efforts, and the importance of community preparedness during Nationwide’s Grain Bin Safety Week.
February 20, 2026 01:21 PM
·
