John Robinson

John
Robinson
Articles
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.
Cotton Spin: Wonder and worry over cotton market outlook
The more sustainable influence on cotton prices would be an increase in demand.
COTTON SPIN: Tinkering and trade-offs in U.S. cotton supply
We still have a relatively tight supply picture, and ending stocks likely will either be lower or little changed, year-over-year, which suggests that, fundamentally, prices may continue to trade in their long-standing range.
COTTON SPIN: Where are cotton prices headed?
The small size of the U.S. crop will likely give us an ending stocks outcome similar to, or even smaller than those in 2014.
COTTON SPIN: How small will the 2015 U.S. crop be?
Latest USDA cotton crop estimates sows increase in world stocks.
Crop choices: Looking ahead to 2016

It seems a little early to be forecasting the 2016 cotton market — heck, there are still quite a few unanswered questions remaining for the 2015 crop. And furthermore, there is little in the way of hard data to build a 2016 forecast around.

However, the crop choice decision is critically important because it determines both profitability and subsequent risk management outcomes. It is never too early to be thinking about that.

COTTON SPIN: Even more new crop tightening
Strong harvest-time basis for cotton growers who can supply quality fiber for the export market could develop.
COTTON SPIN A Tightening Cotton Market Picture
The cotton market has to digest and discount several possibilities, including 18 percent an acreage reduction.
COTTON SPIN: A wait and see market for cotton
The U.S. projections of cotton supply and demand variables were even more of a non-event: No change whatsoever between the May and June projections by USDA.
Cotton Spin - Moisture trade-offs
It is quite possible for the excess bales produced in Northwest Texas to replace the bales that would have come from South Texas.
COTTON SPIN: A new look at the new crop
USDA’s new crop U.S. numbers suggest a neutral ending stocks outcome.
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