John Robinson

John
Robinson
Articles
COTTON SPIN: Mixed reactions to a bearish cotton benchmark
The increase in forecasted U.S. production resulted from a jumbled combination of acreage adjustments, both higher and lower.
COTTON SPIN: Tinkering with the U.S. cotton forecast
The growing season in the Southwest is winding up in weird fashion. After a very hot and dry July, August was unusually wet.
COTTON SPIN: Has the weather market run its course?
The (cotton) rally and decline coincided with the conclusion of a very dry Texas July and then a rainy August.
COTTON SPIN: A Critical Point for the Cotton Market 1
But the real news was an historically huge month-over-month reduction in world ending stocks by 3.44 million bales.
Cotton market influences: A complicated picture
The world situation has been dominated by China’s stocks policy, and that influence will certainly remain.
Cotton Spin: Old and new crop comparisons and surprises from Mother Nature
The price implication of such a month-over-month adjustment in U.S. numbers would historically be a little price weakening.
COTTON SPIN: Home on the Range
Until something happens to shift demand outward, we can expect this relationship and the resulting price range to continue.
COTTON SPIN: China’s cotton reserve policy: details and implications
China’s National Development and Reform Commission (NRCD) made a long-awaited announcement about how and when they will begin selling off their cotton reserves.
COTTON SPIN: USDA Report Declares Neutrality
The March World Agricultural Supply and Demand Estimates showed a slight improvement for the world cotton supply and demand situation.
COTTON SPIN: How much cotton will be planted this year?
The next benchmark will be USDA’s Prospective Plantings report. This report is based on grower surveys conducted in March and will be released March 31.
COTTON SPIN: More of the same for the cotton market?
The real question is whether 2016 will be any different. It is hard for me to see why it would be.
COTTON SPIN: The dance of demand: Things that need to happen
We may well yet see a downward revision in U.S. exports. That would raise ending stocks a tad, back toward the level of the beginning carry-in stocks level, and thus a neutral price implication.
COTTON SPIN: Wrapping up the 2015 Season
The remaining production uncertainties will become clearer as cotton harvest is completed and matched up against ginnings data
COTTON SPIN: Playing around with your 2016 marketing plan
The possibility of a weather market during the summer of 2016 strikes me as the best chance for futures making a run at 70 cents, although it might be short lived.
Cotton market blahs: USDA’s neutral November report
Lower projected consumption remains in keeping with anecdotal reports from cotton shippers about very slow business.
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