John Robinson

COTTON SPIN: Lingering El Niño Possibilities
El Niño events can significantly affect cotton production by changing the pattern of moisture and temperature.
COTTON SPIN: External influences to cotton prices
USDA lowered the estimate of world cotton production by 130,000 bales, with decreases in Central Asia and elsewhere outweighing small production increases in Pakistan and West Africa.
COTTON SPIN: What is the quality of the Chinese cotton reserves?
If only half of the Chinese reserve is reasonable quality, that is enough to significantly substitute for foreign imports and weaken your market price.
Cotton Spin: A tightening U.S. cotton situation
Market specialist projects Dec. ’15 cotton futures to trade between 58 and 70 cents; does not expect to see the higher end of the range until after planting is over.
Cotton Spin: So What Will 2015 Bring?
The bullish, neutral, or bearish views of cotton ending stocks have some key differences among them.
COTTON SPIN: A Longer View of the Cotton Market
USDA’s tentative numbers for the 2015 U.S. cotton crop are in line with a number of recent analyses.
More tinkering with cotton supply
The bigger surprise in the December numbers came on the U.S. side.
COTTON SPIN: Looking Ahead to Next Year
Planting time uncertainty will be heightened as the market tries to size up how much Chinese growers may be cutting back on cotton planting.
The Bottom Line of USDA’s Latest Cotton Projections
The November projections of U.S. cotton supply and demand numbers had only a few changes.
COTTON SPIN: Thoughts from the world’s largest cotton patch
Representing less than 40 percent of China’s cotton acreage, Xinjiang accounts for 50 percent and 60 percent of China’s production.
COTTON SPIN: Hedge funds, revisited
Since early May cotton futures prices have declined over 20 cents.
COTTON SPIN:Remaining production and quality questions
Of the possible surprises left this season, one would have to be whether Texas abandonment gets ratcheted up. Why might that happen?
COTTON SPIN: Carl Anderson the analyst
Carl Anderson was a traditional economist trained to think about the world in terms of supply and demand.
Cotton Spin: Will we really have 17.5 million bales of U.S. Cotton?
I feel uneasy questioning USDA forecasts. This hesitancy is not a matter of patriotism; rather, it is because USDA is usually right, and I am usually wrong. But here goes.
Cotton Spin: Continued weakness in cotton prices
The market reaction to the July adjustment was bearish, continuing a pattern of price weakness.
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