Plainsman Cotton Co

[Kevin Van Trump @KevinVanTrump]

Everyone is watching cotton’s 20%+ rally, but the real story is a geopolitical supply-chain pivot unfolding in real time:

🛢️ Iran tensions choke shipping through the Strait of Hormuz.

🧪 Naphtha shortages trigger massive inflation for synthetic fibers.

🌱🌱 Global textile demand pivots aggressively back to natural fibers.

🇧🇷 Brazil steps in with record cotton sales pacing near 3.1M tons.

This is the kind of macro domino effect commodity markets constantly price before the broader economy fully understands what’s happening: Energy disruption ➔ petrochemical tightening ➔ synthetic inflation ➔ agricultural demand shift.

The biggest moves in ag always begin far outside the farm gate.

#Cotton #CommodityMarkets #Agribusiness

[Chris Robinson @cer_hedge]

#cotton- A 1 year high last week-- met with a fall back to the 50% retrace this week. How about some follow through for cotton producers?

[steph pomboy @spomboy]

Here's your "indefatigable" consumer...Weekly Same Store Sales just entered contraction. And that's BEFORE accounting for inflation.🤫

[loucottonballs @loucottonballs]

Total US apparel imports up to May 2023. We just arent consuming as much, prices will be hard to rise unless that changes. It seems simple but constantly overlooked

[Plainsman Cotton Co @MarcusBankston3]

@billcrowder13 I’m in the 10 million acres camp, possibly lower

[Plainsman Cotton Co @MarcusBankston3]

@DalOBrien @CompetitiveAg @billcrowder13 Not as many acres as normal for sure

[Black Belt Gin, Inc. @blackbeltgininc]

Attending Stoneville Ginners School at USDA’s ARS Cotton Ginning Lab in Stoneville MS this week. On our drive here corn and soybean fields passed hundreds, Cotton fields passed ZERO. I feel for the gin owners in this area. #cotton #cottongin #cottonwarehouse

[FarmPolicy @FarmPolicy]

"#China’s economic recovery is in danger of sputtering after figures this week showed a further contraction in manufacturing and softer services activity," https://t.co/YtiYApWYlh

[NatlCottonCouncil @NCottonCouncil]

Most retail fertilizer prices continued to shift lower in the third week of April 2023, according to retailers tracked by DTN. However, for the first time in several months, multiple fertilizers were slightly higher.

Read more below. https://t.co/nSYH5BAP5h

[Farm Futures @FarmFutures]

Jacqueline Holland investigates how #fertilizer trends will affect crop acreage this spring.
https://t.co/nlIg1vm9HO

[FarmPolicy @FarmPolicy]

#Fertilizer and #Diesel Prices Continue To Decline https://t.co/XDCMBrJEdI

[NatlCottonCouncil @NCottonCouncil]

Retail fertilizer prices tracked by DTN for the last week of February 2023 continue to move lower.

Click here to read more from DTN/Progressive Farmer at the link below. https://t.co/MDkHWF1lGj

[Chris Robinson @cer_hedge]

Like Forrest Gump said, "I am not a smart man.., but I know what a 2-year low in #natgas gas should mean to fertilizer prices-.

[NatlCottonCouncil @NCottonCouncil]

Cotton Import Restrictions: APTMA Seeks Dar’s Intervention

All Pakistan Textile Mills Association sought intervention of Federal Minister for Finance and Revenue as banks not opening letters of credit for cotton imports.

More from @brecordernews below. https://t.co/wroHlweADS

[NatlCottonCouncil @NCottonCouncil]

DTN Retail Fertilizer Trends

Average retail fertilizer prices have begun to move noticeably lower for the fourth week of December 2022, according to sellers surveyed by DTN.

Read more from @dtnpf at the link below. https://t.co/0OOV914fUV

[TODD NEELEY @DTNeeley]

Urea, 10-34-0 Fertilizer Prices Fall Below Last Year's Levels https://t.co/Lf7JDwdZI3

[NatlCottonCouncil @NCottonCouncil]

Global Fertilizer Outlook - 1

The many issues facing the global nitrogen market in 2022 are going to continue to test the market in 2023.

Read more from @dtnpf at the link below. https://t.co/AWvy7jexuQ

[NatlCottonCouncil @NCottonCouncil]

RaboResearch Report Sees Positive News for Fertilizer Markets

When discussing plans for 2023, the biggest challenge ahead is determining where input prices may go.

Read more from @farmpress at the link below. https://t.co/St3PaNB3Uj

[FarmPolicy @FarmPolicy]

Most #Fertilizer Prices Continue Lower, https://t.co/wDoGMql92S