Cotton Supply Crunch Hits Mills as Crops Shrink Worldwide

Cotton prices are rising as shrinking crops in the U.S., China and Australia tighten global supply while pricier oil lifts polyester costs. Raphael Bulascoschi, StoneX Brazil Market Intelligence Analyst, explains the supply risks, energy links and import demand shaping the cotton market. Higher crude oil prices have pushed up polyester costs, improving the demand outlook for cotton as a competing fiber. Weak rainfall in India and heat in Pakistan add production risk, while Brazil remains a key exporting origin. Inflation, slower growth, easing geopolitical tensions and funds exiting long positions could weigh on cotton prices. Download the StoneX 2026 Commodities Outlook: https://www.stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q4_26 Discover Actionable Cotton Insights with StoneX Market Intelligence: https://shop.stonex.com/collections/cotton?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q4_26_sxtv_rafael_bulas Like and subscribe for more financial market insights. 00:00 - Cotton Rally Meets Supply Risk 00:36 - Oil and Polyester Lift Cotton 02:08 - Cotton Shrinks in U.S., China 04:53 - Brazil Cotton Fills the Gap 06:17 - Asia's Import Appetite Holds 07:28 - Fund Exits Test Cotton Rally Like and subscribe for more financial market insights. #Cotton #StoneX #RaphaelBulascoschi --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@StoneX_Official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social