The 2025/26 U.S. corn outlook is for record supplies and total use, and higher ending stocks. The corn crop is projected at 15.8 billion bushels, up 6 percent from a year ago on increases to both area and yield. Planted area of 95.3 million acres if realized would be the highest in over a decade. The yield projection of 181.0 bushels per acre is based on a weather-adjusted trend assuming normal planting progress and summer growing season weather.
Read MoreThe year 1965 gave us the song “Catch Us if You Can.” Reference to those lyrics fits the scenario of a market continuing higher and higher. Maybe just the mention of it will seed a price jump in the market.
Yet, for now, we must be content with a continuation of a market just backing and filling, headed nowhere and going nowhere.
Read MoreThe 2025 soybean planting season in Louisiana began favorably, with 80% of the crop planted by May 4th, significantly ahead of the 5-year average of 54%. However, recent heavy rainfall has introduced concerns. Late April storms caused flooding in some fields, necessitating replanting in certain areas.
Read MoreLet’s tip a cap to Jason Kelce.
Yes, that Jason Kelce. All-Pro center and Super Bowl champion with the Philadelphia Eagles. Big brother to Super Bowl champion Travis Kelce…and thus, a personal friend of Taylor Swift. Now retired from his playing days, he’s become his own corporation of sorts, including broadcasting, podcasting, social media, and his own YouTube channel…not to mention endorsements.
Read MoreIn USDA’s March 31 Prospective Plantings report, farmers said they intended to plant 9.87 million acres of cotton this year – down 12% from last year. Some industry observers expected as much as a 15% decline. I wonder now if, in fact, that’s where we’re headed. New crop prices (Dec.‘25 futures) haven’t helped.
Read MoreNew crop cotton prices held the 70-cent line…well almost, slipping as last Friday’s trading session expired leaving the weekly close at 69.87 cents.
Read MoreJoe Nicosia, Head of Cotton at Louis Dreyfus Company and 2024 National Cotton Council Chairman, believes it’s time for the U.S. cotton industry to reset its thinking and approach to trade, marketing, consumer education – practically everything.
Read MoreThe USDA Commodity Credit Corporation has announced the 2025-crop loan rate differentials for upland and extra-long staple cotton.
Read MorePatrick Johnson is well aware of what he’s getting into this year as the newly elected chairman of the National Cotton Council (NCC).
He’s been handed a plate overloaded with farm policy and political issues (including a screaming need for a new farm bill), continued economic distress at the farm level, and market challenges from foreign competitors, export customers, and manmade fibers — just to name a few.
Read MoreSoybean contracts jumped 20 cents in midday trading on Wednesday, April 9th, joining other commodities in a sharp rebound, after President Donald Trump took to social media to again raise tariffs on the biggest buyer of U.S. soybeans- China. New Chinese tariffs (125%), set Wednesday, April 9th, more than double the cost for Chinese buyers to import U.S. soybeans, but that didn't stop soy-bean futures from climbing higher.
Read MoreThe market gave cotton a bit more footing this past week as price activity returned to trading fundamentals as opposed to the news media’s chaotic presentation of tariffs and the resulting Wall Street knee jerk activity.
Read MoreThe U.S. Cotton Trust Protocol is pleased to announce that URBN is the latest global brand to join the program. URBN, with a portfolio of global consumer brands including Urban Outfitters, Anthropologie, Free People, FP Movement, and Nuuly, is reinforcing its commitment to responsible sourcing and cotton production through its membership.
Read MoreIt’s only temporary. The talking heads will go to sleep, and their tariff confusion will disappear sooner than later. Cotton prices at 63 cents are little changed from six weeks ago. Equities, bonds, and most commodities can’t say that. December at 67 cents is moving higher.
Read MoreLouisiana corn producers intend to plant 530,000 acres, up 13 percent from the 470,000 acres planted in 2024. Upland cotton acreage intentions are at 110,000 acres, down 29 percent from the 155,000 acres planted last year. All hay acres expected to be harvested in Louisiana are estimated at 380,000 acres, up 10,000 acres from 2024.
Read MoreCotton growers across the globe are improving in efficiency year-over-year. It’s a win for farm technology, but creates a tough marketplace for the former number one worldwide cotton exporter – the U.S.
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