Snapshot from Jul 31, 2026 at 07:00 UTC. For live data and tracking: View Live
Events / Business / Cotton Futures Rally Continues
Business commodity price movement

Cotton Futures Rally Continues

Analysis based on 25 articles · First reported Jun 10, 2026 · Last updated Jul 22, 2026

Sentiment
10
Attention
2
Articles
25
Market Impact
General
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Market Impact

The sustained rally in cotton futures indicates strong demand and supply concerns, which could benefit cotton producers and related ETFs. However, the mixed signals from crude oil and the US dollar may introduce volatility.

agriculture commodities
Event Summary

Cotton futures have been trading with gains across most contracts in recent weeks, with December 2026 cotton rising 108 points to 78.2 cents per pound on July 26. The rally is supported by a weaker US dollar index, which was down 0.257 at 100.870, and mixed crude oil prices. The USDA's June acreage report is expected to show 9.6 million acres planted, while the WASDE report raised new crop production estimates by 400,000 bales to 13.7 million. Managed money spec funds increased their net long position to 49,684 contracts. ICE certified cotton stocks have fluctuated, recently at 98,838 bales. The Cotlook A Index was at 90.65 cents on July 16. Export sales data shows old crop commitments at 102% of the USDA projection.

Key Actions
40 United States — United States Department of Agriculture released WASDE report
30 Cotton closed down
30 United States — United States Department of Agriculture reported export sales
25 Cotton traded up
20 Cotton traded with losses
20 Bloomberg L.P. surveyed traders
10 Petroleum prices fell
10 Petroleum surged
10 Petroleum fell in price
10 Petroleum down
10 United States — United States dollar index up
5 United States — United States dollar weakened
5 Intercontinental Exchange certified stocks unchanged
Entities Involved
cmdt
Cotton
Cotton futures have been rallying, with December 2026 up 108 points to 78.2 cents, reflecting positive market sentiment.
Importance 100.0 Sentiment 60.0
govactor
United States — United States Department of Agriculture
USDA reports, including the WASDE and acreage report, have influenced market expectations, with new crop production raised to 13.7 million bales.
Importance 50.0 Sentiment 10.0
curr
United States — United States dollar
The US dollar index has been volatile, recently down 0.257 to 100.870, which supports cotton prices by making US exports cheaper.
Importance 40.0 Sentiment -20.0
cmdt
Petroleum
Petroleum prices have been mixed, down 57 cents to $70.73, providing a slight headwind for cotton as a competing commodity.
Importance 30.0 Sentiment -10.0
exch
Intercontinental Exchange
ICE certified cotton stocks have fluctuated, recently at 98,838 bales, indicating normal inventory adjustments.
Importance 20.0 Sentiment 0.0
priv
Bloomberg L.P.
Bloomberg surveyed traders for acreage estimates, providing market intelligence.
Importance 10.0 Sentiment 0.0
per
Austin Schroeder
Austin Schroeder is the author of the articles, not a market participant.
Importance 5.0 Sentiment 0.0
Relationships
Cotton related ↔ United States — United States Department of Agriculture
Cotton related ↔ Petroleum
United States — United States Department of Agriculture related ↔ Petroleum
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