Every year, usually around December, attention in the soft-commodity industry turns to the annual index fund rebalance taking place in early January, with the main execution period around January 8–14 th .   Given the scale and somewhat predictable nature of index fund annual rebalance, it can offer valuable insights on the impact on futures prices, particularly in years when price performance across commodities has diverged sharply.   In this article, we analyze what this ye

This week, we analyze the impact of untimely rainfall in coffee and sugar-harvesting origins such as Central America, Colombia, Vietnam, and Thailand. We also assess improving weather forecasts across key cocoa and cotton regions, while highlighting the risks that still warrant close monitoring.

This week, we look at the risk of excessive rain forecast for Vietnam, Central America, Colombia, and Thailand, which could negatively affect key coffee and sugarcane regions during harvest. We also review improving weather outlooks across the major cocoa and cotton origins.  Coffee   Brazil rain forecasts are generally satisfactory going into the 26/27 crop growth phase, while the main risk to coffee crops at this point would be excess rain in Central America, Vietnam and Co

This week, we discuss the flooding in Asia affecting Thailand’s sugarcane crop and Vietnam’s coffee regions, alongside the untimely rains across Europe, the UK, and Central America impacting sugar beet and coffee. We also analyze the risk of unwelcome rain in key cocoa-producing areas of Africa.

Read Part one here : Cotton Origin Focus: China - Part 1 China Cotton Sector At-a-Glance   Production:  ~31 million bales annually (average last 5 years).  Leading Region:  Xinjiang Uyghur Autonomous Region (~90–93% of national output); minor production regions include Yellow-Huai (Hebei, Henan, Shandong) and Yangtze (Jiangsu, Hubei, Anhui) river areas.  Cotton Type:  Primarily Upland cotton; Xinjiang produces significant volumes of premium Extra-Long Staple (ELS) cotton.  F

China's economic slowdown has finally reached the cotton sector: this year, China imported only 2.4 million bales of cotton (Jan-Jul),...

China Cotton Sector At-a-Glance   Production:  ~31 million bales annually (average last 5 years).  Leading Region:  Xinjiang Uyghur Autonomous Region (~90–95% of national output); minor production regions include Yellow-Huai (Hebei, Henan, Shandong) and Yangtze (Jiangsu, Hubei, Anhui) river areas.  Cotton Type:  Primarily Upland cotton; Xinjiang produces significant volumes of premium Extra-Long Staple (ELS) cotton.  Farm Structure:  Xinjiang dominated by large-scale mechaniz

Introduction Like many commodity futures, cotton is a volatile asset with sharp bullish rallies and depressing bear markets. ...

Updated: May 22, 2024 One of the reports that serious traders look at on a daily is the Open Interest reports. This report gives rapid...

Updated: May 22, 2024 In my quest to offer you the best information and resources available on the cotton market, I will be doing doing a...

In part B of my #CottonMarket Report Focus on the #COT we will look at the #Disaggregated COT, how to read the COT, and my "Secret"...

Updated: May 21, 2024 In this second part of my series on essential reports for traders following the cotton market, we will look at the...