Cotton & Macros

[Cotton & Macros @Macr00s]

US ending stocks @4.5M bales….

I say we are headed towards 5.0 bales
All the bullish arguments have died now….

@OAcotton @billcrowder13 @loucottonballs @CottonZapata

[Cotton & Macros @Macr00s]

US ending stocks @4.5M bales….

I say we are headed towards 5.0 bales
All the bullish arguments have died now….

@OAcotton @billcrowder13 @loucottonballs @CottonZapata

[Cotton & Macros @Macr00s]

Crop year 2025-26 is the year when Brazil & Indian cotton will compete for export share, While US cotton will sit on the sidelines…..
US cotton Ending stock > 5.0M+ bales…..
Unless and until ICE drops below 60???
@OAcotton , @billcrowder13

[Cotton & Macros @Macr00s]

Cotton: Bearish Fundamentals couldn’t break 65cts, but can USDA+ Fed rate cut take it to 70cts?? @OAcotton @billcrowder13

[Cotton & Macros @Macr00s]

@CottonTraderInd @OAcotton @billcrowder13 Brazil crop has doubled and China’s Import demand halfed….

[Cotton & Macros @Macr00s]

@cer_hedge No strength, less likely to break on the upside…

[Cotton & Macros @Macr00s]

@OGTCHedger Do you think “World- China” Cotton consumption likely to rise in 25/26??

[Cotton & Macros @Macr00s]

Cotton Weekly Highlights
1) Tariff News… not helping World Demand
2) Dollar Index is weak
3) what does 25% tariff on Indian Textile means?? Cotton will be locked in CCI warehouse…. “World- India” balance sheet should look bullish?🤔
@OAcotton @OGTCHedger @billcrowder13

[Cotton & Macros @Macr00s]

@billcrowder13 @essenviews @118m @OGTCHedger @OAcotton No hope trade in 25/26

[Cotton & Macros @Macr00s]

@cer_hedge No strength, less likely to break on the upside…

[Cotton & Macros @Macr00s]

Another way of saying cotton demand is nowhere close to 118M bales…..@OAcotton @billcrowder13

[Cotton & Macros @Macr00s]

@CottonGuru Maybe it is just a delay of 2 weeks….. it happens

[Cotton & Macros @Macr00s]

@loucottonballs @OAcotton @billcrowder13 At this stage my estimates are
Under 14.25M bales and over 4.5M bales

[Cotton & Macros @Macr00s]

Texas gonna loose 2M bales??where is this estimate coming from?? @OAcotton @loucottonballs @billcrowder13 Drought Monitor has considerably improved in past 4 weeks….

[Cotton & Macros @Macr00s]

@loucottonballs @OAcotton @billcrowder13 You will make better guesstimate than me at this stage of the crop….
All we can agree the conditions have significantly improved over past 5 weeks….

[Cotton & Macros @Macr00s]

@loucottonballs @OAcotton @billcrowder13 😊

[Cotton & Macros @Macr00s]

USDA published the most optimistic cotton balance sheet in May, while Cotlok says more than 11M bales will be added to the ending stock (24/25+ 25/26 crop year)…
Where is the bull case…. Not in the Fundamentals🤔 @OAcotton @billcrowder13

[Cotton & Macros @Macr00s]

@loucottonballs @OAcotton @billcrowder13 You have really little knowledge outside US cotton…. we went above $1 because seed price in China went above 10yuan…. And not the other way around…

[Cotton & Macros @Macr00s]

@loucottonballs @OAcotton @billcrowder13 21/22 was the year of Pent up demand….. massive buying and huge backlogs of orders….