Cotton futures ended Friday with contracts down between 14 and 226, with the front‑month contracts leading the decline. Selling pressure persisted due to external market factors and a risk‑off sentiment heading into the weekend, supporting bearish momentum. The December contract fell 27 points for the week, while crude oil slipped $2.49 per barrel, and the U.S. dollar index rose $0.038.
USDA Crop Production report indicated that yield fell by 22 pounds to 776 pounds per acre, and production was cut by 410,000 bales to 13.2 million bales. Monthly WASDE data showed that old‑crop U.S. cotton stocks were trimmed by 50,000 bales to 4.15 million bales, and new‑crop carryout declined by 400,000 bales to 3.6 million bales due to the production adjustments and higher carryover.
This month’s NASS Cotton Ginnings report recorded 222,700 pounds of cotton ginned by September 1, representing a 34.2 % decline versus the same period last year.
CFTF Commitment of Traders data showed that managed money reduced its net long position by 7,806 contracts as of Tuesday, bringing the total to 100,170 contracts.
Export sales were delayed, but the week of September 3 saw 73,854 pounds of sales for the 2026/27 marketing year—nearly half of the previous year’s volume yet stronger than the prior week. New‑crop 2027/28 sales reached 2,454 pounds.
Shipments for the same week totaled 177,774 pounds, a 36.53 % increase over the comparable week last year.
The Seam reported sales of 419 bales on September 10 at an average price of 84.65 cents per pound. The Cotlook A index rose 110 points to 97.20 on Thursday. ICE certified cotton stocks fell by 8,789 bales on September 10, leaving 41,626 bales on certification, while the Adjusted World Price dropped 441 points to 69.51 cents per pound.
Oct 26 cotton closed at 82.38, down 226 points.
Dec 26 cotton closed at 86.06, down 216 points.
Mar 27 cotton closed at 88.56, down 210 points.