John Robinson

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.
COTTON SPIN: Unfolding Uncertainty in U.S. Cotton Outlook
For growers with un-contracted, un-hedged cotton, I suggest paying close attention to the markets with any eye towards taking a short futures position if December ’14 rallies back 80 cents.
COTTON SPIN: 2014 U.S. cotton crop projected tighter
If the month-on-month change in forecasted cotton ending stocks gets tighter, we would expect to see prices in the short term adjust higher.
Cotton Spin: Roadmap of the 2014 Cotton Market
In years like this, where the expected ending stocks are greater than those for the previous crop, the seasonal pattern of price weakness usually kicks in after the August/September reporting period.
COTTON SPIN: Recent influence of fund sector on cotton prices
Speculative money has boosted cotton futures prices in recent months
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