Mp_cn206 August 8, 2025 Weekly Cotton Market Review Spot quotations averaged 143 points lower than the previous week, according to the USDA, Agricultural Marketing Service�s Cotton and Tobacco Program. Quotations for the base quality of cotton (color 41, leaf 4, staple 34, mike 35-36 and 43-49, strength 27.0 - 28.9, and uniformity 81.0 - 81.9) in the seven designated markets averaged 62.29 cents per pound for the week ending Thursday, August 7, 2025. The weekly average was down from 63.72 cents last week, but up from 59.24 cents reported the corresponding period a year ago. Daily average quotations ranged from a low of 61.67 cents on Friday, August 1 to a high of 62.95 cents on Wednesday, August 6. Spot transactions reported in the Daily Spot Cotton Quotations for the week ended August 7 totaled 1,066 bales. This compares to 3,785 reported last week and 2,391 bales reported the corresponding week a year ago. Total spot transactions for the season were 1,066 bales compared to 3,892 the corresponding week a year ago. The ICE Oct settlement price ended the week at 64.96 cents, compared to 65.61 cents last week. Southeastern Markets Regional Summary Spot cotton trading was inactive. Supplies and offerings were light. Demand was moderate. Average local spot prices were lower. Trading of CCC-loan equities was inactive. No interest in forward contracting was reported. Sunshine and clouds mixed with stray showers were observed across the lower Southeast during the period. Daytime high temperatures were in the 80s and 90s. Nighttime lows were mostly in the 70s. Moisture was received across south Alabama, the Florida Panhandle and areas throughout Georgia. Weekly accumulated precipitation totals measured from one to four inches, with heavier accumulations recorded in localized areas. The crop progressed at a slower pace under cooler conditions. Producers scouted fields and applied insecticides and herbicides where soils were firm enough to support equipment. According to the National Agricultural Statistic�s Services (NASS) crop progress report released August 4, cotton squaring advanced to 96 percent completed in Georgia and 93 percent completed in Alabama. Boll-setting advanced to 75 percent completed in Alabama and 72 percent completed in Georgia. Cloudy skies prevailed across the upper Southeast during the period with stray showers observed. Daytime temperatures were mostly in the 80s. Nighttime lows were mostly in the 60s. Moisture was received throughout South Carolina, eastern North Carolina and Virginia during the week. Precipitation totals measured from one to four inches, with heavier downpours recorded in some locales. Producers scouted fields and applied insecticides and herbicides as dry conditions allowed. The crop advanced at a slower pace under cooler conditions. According to NASS, cotton squaring advanced to 96 percent completed in Virginia, 93 in North Carolina, and 90 percent completed in South Carolina. Boll-setting advanced to 72 percent completed in North Carolina, 64 in Virginia, and 60 percent completed in South Carolina. Textile Mill Domestic mill buyers inquired for a moderate volume of color 41-51, leaf 4, and staple 35 and longer for first quarter through fourth quarter 2026 delivery. No sales were reported. No additional inquiries were reported. The undertone from mill buyers was cautious as they balanced raw cotton purchases with yarn orders. Demand through export channels was moderate. Agents for mills throughout the Far East inquired for any discounted styles of cotton. No sales were reported. Trading � No trading activity was reported. South Central Markets Regional Summary North Delta Spot cotton trading was inactive. Supplies of available cotton were light. Demand was very light. Trading of CCC-loan equities was inactive. Average local spot prices were lower. No forward contracting was reported. Mostly sunny to partly cloudy skies persisted during the reporting period. Heat warnings had ceased with daytime high temperatures in the low 80s to 90s. Overnight lows cooled into the low 60s to 70s. Some locations received one and one-quarter inches of rain. More rain is needed in the nearby forecast. Moisture was generally beneficial as the crop moved closer to the boll opening stage of development. Fieldwork was being done. Irrigation continued throughout the territory in spotted abnormally dry areas. Growth regulators and pesticides were being applied to the crop. According to the National Agricultural Statistics Service�s (NASS) Crop Progress report released on August 4, cotton setting bolls was at 81 percent in Arkansas, 51 in Missouri, and 58 percent in Tennessee. All areas neared the five-year average by at least 8 to 10 percent. NASS reported cotton boll opening was underway in Arkansas at 7 percent, which is above the five-year average by 2 percent. No boll openings were observed in Missouri and Tennessee. Virtual and in person industry meetings were planned and attended at state and national levels. South Delta Trading of spot cotton trading and CCC-loan equities was inactive. Supplies of available cotton were light. Demand was very light. Average local spot prices were lower. No forward contracting was reported. Plentiful sunshine with some afternoon cloudiness characterized the weather pattern during the week. Daytime highs were in the 90s. Overnight lows were in the 60s and 70s. Thunderstorms early in the reporting period brought one and one-quarter inches of rainfall to the region. Areas of abnormal dryness remained steady in parts of Mississippi and Louisiana, which received only light amounts of precipitation during the report period. Field activity was being done. Harvesting is expected to start within two months. According to the National Agricultural Statistics Service�s (NASS) Crop Progress report released on August 4, cotton setting bolls were at 75 percent in Louisiana and 55 percent in Mississippi. Louisiana neared the five-year average by 9 percent. NASS reported cotton bolls opening advanced in Louisiana at 12 percent and in Mississippi by 7 percent. Louisiana is 3 percent higher than the five-year average, while Mississippi is 4 percent higher. Virtual and in person industry meetings were planned and attended at state and national levels. Trading North Delta � No trading activity was reported. South Delta � No trading activity was reported. Southwestern Markets Regional Summary East Texas-South Texas Spot cotton trading was inactive. Supplies and producer offerings were light. Demand was very light. Average local spot prices were lower. Producer interest in forward contracting was light. Trading of CCC-loan equities was inactive. Foreign mill inquiries were light to moderate. Interest was best from Bangladesh, Turkey, and Vietnam. Plentiful sunshine and hot weather conditions prevailed in East Texas during the period. Daytime high temperatures were in the upper 90s and low 100s. Nighttime low temperatures were in the 70s. Isolated showers produced precipitation totals up to more than one-half of an inch of moisture in spotty locations throughout the region. In the Blackland Prairies, the crop progressed well under favorable conditions, but timely rainfall would be beneficial to push plant maturity and finish stands out. No immediate pest pressures were reported. In South Texas, sunny and warm temperatures were observed in areas of the lower Rio Grande Valley (RGV) and Coastal Bend, and mostly sunny with occasional thunderstorms in the Upper Coastal Bend. Daytime high temperatures were in the 90s to 100s, with overnight low in the upper 70s and low 80s. Recorded precipitation totals ranged from trace amounts up to one and one-quarter of an inch of rainfall in parts of the Upper Coast, with chances for additional rainfall in the nearby forecast. In the Upper Coast, hot temperatures helped push stands through the final stages of maturation. Defoliants were sprayed in fields nearing completion. Picking continued in the RGV and Coastal Bend, but harvest readiness varies from field to field, with some areas being later than others and requiring more time to mature. Ginning operations continued for a few gins, but many gins are waiting for meters to be read before starting up for the season. Bales were transported to gin yards for processing from fields where cotton has reached optimal maturity. West Texas-Kansas-Oklahoma Spot cotton trading was slow. Supplies and producer offerings were light. Demand was light. Average local spot prices were lower. Producer interest in forward contracting was light. Trading of CCC-loan equities was slow. Foreign mill inquiries were light to moderate. Interest was best from Bangladesh, Turkey, and Vietnam. In Texas, mainly sunny conditions prevailed with daytime high temperatures in the mid-80s to low 100s, and overnight lows in the 60s and 70s. Locations in the Texas Panhandle received thunderstorms that brought over two and one-half inches of precipitation early in the period. Localized damage was caused by large hail, over 70 miles per hour gusty winds, and heavy downpours. The thunderstorms and damage were not widespread. Elsewhere, other locations received slow soaking beneficial rain or no rainfall at all. According to the U.S. Drought Monitor (USDM) updated on August 7, Texas displayed 72.37 percent in the �none� category compared to 52.18 percent this time last year. The West Texas map for the market expresses the area as drought-free. Some stands were in full bloom. Some stands produced small bolls on the bottom of the plants. Irrigation continued. Dryland stands advanced. Spray applications contained mixes for herbicide, plant growth regulators, and insecticide. Insect populations increased. Scouting continued and some treatments were applied. Fleahoppers, lygus, grasshoppers, stinkbugs, and bollworm eggs were noted. In Kansas, stands made good progress with daytime high temperatures in the low 80s to low 100s, and overnight lows in the 60s and 70s. Thunderstorms brought beneficial rainfall that helped advance the crop. According to the USDM, Kansas displayed 84.94 percent in the �none� drought category contrasted with a year ago at only 7.05 percent. The late crop needs hot, sunny days for maturity. Stands were blooming. Spray rigs applied herbicide, and growth regulators. In Oklahoma, daytime temperatures were in the upper 80s to low 100s, and overnight lows were in the 60s and 70s. Widespread thunderstorms brought beneficial rainfall to the dryland stands early in the reporting period before hot and sunny conditions returned. Oklahoma was 99.83 percent in the �none� category for drought measurement, compared to 13.5 percent this time a year ago, according to the USDM. Stands experienced heat stress from the above-average temperatures. Irrigation was applied. Timely rainfall in August would benefit the dryland fields. Stands were mostly in peak bloom. Scouting for insects continued. Herbicide and growth regulators were applied. Trading East Texas/South Texas � No trading activity reported. West Texas, Kansas & Oklahoma � In Texas, lots of 2024-crop cotton containing a moderate volume of color 41 and better, leaf 4 and better, staple 34, mike 35-50, strength 26-3, and uniformity averaging 79.6 sold for 60.00 to 60.50 cents per pound, FOB car/truck (compression charges not paid). � A light volume of CCC-loan equities traded for 2.75 to 5.75 cents. Western Markets Regional Summary Desert Southwest (DSW) Spot cotton trading was inactive. Supplies and producer offerings were light. Demand was light. Producer interest in forward contracting was light. Average local prices were lower. No Forward contracting or domestic mill activity was reported. Foreign mill inquiries were light. Temperatures continued in the high 100s throughout Arizona. Excessive heat warnings were in effect as daily temperatures reached a high of 117 degrees, breaking record highs in multiple areas. Excessive heat warnings are forecast to continue for the next 10 days. Nightly lows were in the 70s and 80s. Rain showers produced close to one inch of moisture in the Safford, AZ. In Yuma, the crop was progressing well and approached cut-out. In New Mexico and El Paso, TX, sunny to partly cloudy conditions were prevalent. Daily temperatures warmed into the triple-digits, as nighttime lows cooled into the 60s and the 70s. Scattered rain showers were received in parts of west Texas. The crop was in good condition. No significant insect pressures were reported. San Joaquin Valley (SJV) Spot cotton trading was inactive. Supplies and demand were light. No forward contracting or domestic mill activity was reported. Average local prices were lower. Foreign mill inquiries were light. Weather conditions throughout the SJV were clear and sunny. Temperatures at the beginning of the period were in the 90s, but warmed into the triple-digits by weeks end. Nighttime lows were in the 60s. No rain was reported during the period. The Valley is still rated as abnormally dry to moderate drought status, according to the U.S. Drought Monitor. Blooming continued and fields were irrigated. Insect pressures were easily managed and controlled. American Pima (AP) Spot cotton trading was inactive. Supplies were moderate. Demand was light. No forward contracting or domestic mill activity was reported. Average local spot prices were steady. Foreign mill inquiries were light. Daytime high temperatures ranged from the 90s to 110s throughout the Far West. Nightly lows were in the 60s and 70s. In the San Joaquin Valley, blooming expanded and boll loads were good. Irrigation water was applied. In Arizona, excessive heat warnings were in effect as daily temperatures reached a high of 117 degrees, breaking record highs in multiple areas. Fields continued to bloom and progressed well. In New Mexico and El Paso, TX, the overall crop progressed well. Insect pressure was light, and treatments were applied as necessary. Trading Desert Southwest � No trading activity was reported. San Joaquin Valley � No trading activity was reported. American Pima � No trading activity was reported.