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.
Co-Bank Lead Dairy Economist, Corey Geiger, joined us on Friday’s
Market Day Report for a further look at the drop in replacement heifers and the trend’s longterm impact on dairy producers and cattle prices.
September 05, 2025 12:40 PM
·
The amendments affect BLM lands in several Western states. Comments on the Sage grouse proposals can be made to the BLM National NEPA Register until Oct. 3.
September 04, 2025 02:16 PM
·
Mike Formica with the National Pork Producers Council joined us on Market Day Report with his reaction to the EPA’s rollback of a Biden-era wastewater discharge mitigation plan.
September 04, 2025 01:41 PM
·
Farmers are struggling with low commodity prices and skyrocketing input costs, resulting in debt that is outpacing income across the sector, according to the USDA’s new farm income forecast.
September 04, 2025 01:05 PM
·
This special program, presented in partnership with Nationwide Agribusiness, premieres on Monday, Sept. 1, at 6 PM ET, only on RFD-TV and RFD-TV Now.
August 27, 2025 04:02 PM
· FarmHER
August 18, 2025 01:39 PM
·
August 14, 2025 10:34 AM
·
August 11, 2025 10:22 AM
·
