John Robinson

John
Robinson
Articles
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.
Cotton Spin: Closing the global gap
The market impact from tighter U.S. cotton production may be minimal.
COTTON SPIN: The cotton market treading water
So although old crop cotton ending stocks were raised by 200,000 bales, there was little market reaction.
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.
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