Austin Schroeder on 05/12/2026

Cotton Rallies on Monday

Cotton futures rallied 152 to 304 points across most contracts on Monday, with some deferreds lower. The US dollar index was $0.016 higher at $97.800. Crude oil was up $2.83 at $98.25 on Monday. NASS Crop Progress data showed 29% of the US cotton crop planted as of May 10,...Cotton grass by Christia

A Austin Schroeder
Rich Asplund on 05/11/2026

Sugar Prices Climb on Expectations of Smaller Supplies

July NY world sugar #11 (SBN26 ) on Monday closed up +0.22 (+1.50%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +5.30 (+1.23%). Sugar prices rose sharply on Monday amid concerns about tighter global supplies. Citigroup projects Brazil's 2026/27 sugar production at 39.50 MMT, well below Co

R Rich Asplund
Rich Asplund on 05/11/2026

Cocoa Prices Soar on Crop Fears

July ICE NY cocoa (CCN26 ) on Monday closed up +527 (+12.60%), and July ICE London cocoa #7 (CAN26 ) closed up +370 (+11.88%). Cocoa prices soared to 3.5-month highs on Monday and settled sharply higher amid concerns that the formation of an El Niño weather pattern could lead to...Bar of chocolate b

R Rich Asplund
Rich Asplund on 05/11/2026

Tight ICE Inventories Lift Coffee Prices

July arabica coffee (KCN26 ) on Monday closed up +7.50 (+2.73%), and July ICE robusta coffee (RMN26 ) closed up +90 (+2.64%). Coffee prices settled sharply higher on Monday, with robusta posting a 2-week high. Tight coffee inventories are underpinning prices. ICE arabica coffee inventories fell to

R Rich Asplund
Austin Schroeder on 05/11/2026

Cotton Rallying on Monday

Cotton futures are trading with 110 to 160 point gains across most contracts on Monday. The US dollar index is $0.046 higher at $97.830. Crude oil is up $3.63 at $99.04 so far on the Monday’s. Managed money was adding another 12,829 contracts to their net long position in cotton...Cotton yarn via Ke

A Austin Schroeder
Rich Asplund on 05/11/2026

Global Supply Concerns Boost Sugar Prices

July NY world sugar #11 (SBN26 ) today is up +0.30 (+2.04%), and Aug London ICE white sugar #5 (SWQ26 ) is up +7.00 (+1.62%). Sugar prices are sharply higher today on concerns about tighter global supplies. Citigroup projects Brazil's 2026/27 sugar production at 39.5 MMT, well below Conab's estimat

R Rich Asplund
Rich Asplund on 05/11/2026

El Niño Fears Boost Cocoa Prices

July ICE NY cocoa (CCN26 ) today is up +528 (+12.63%), and July ICE London cocoa #7 (CAN26 ) is up +368 (+11.82%). Cocoa prices are soaring today and posted 3.5-month highs on concerns that the formation of an El Niño weather pattern could lead to warmer, drier conditions in...El nino concept by Ale

R Rich Asplund
Rich Asplund on 05/11/2026

Coffee Prices Underpinned by Shrinking ICE Inventories

July arabica coffee (KCN26 ) today is up +7.00 (+2.55%), and July ICE robusta coffee (RMN26 ) is up +101 (+2.96%). Coffee prices are sharply higher today, with robusta posting a 2-week high. Tight coffee inventories are underpinning prices. ICE arabica coffee inventories fell to a 2.5-month low of

R Rich Asplund
Austin Schroeder on 05/11/2026

Cotton Slipping Lower Early on Monday

Cotton prices are down 5 to 40 points early on Monday morning. Futures rounded out the Friday session with contracts up 41 to 177 points at the close, with July up 54 points last week. The US dollar index was $0.179 lower at $97.765. Crude oil was down 13 cents...Cotton Fabric with texture by Kwangm

A Austin Schroeder
Austin Schroeder on 05/09/2026

Cotton Rallies Back on Friday

Cotton futures rounded out the Friday session with contracts up 41 to 177 points at the close, with July up 54 points this week. The US dollar index was $0.179 lower at $97.765. Crude oil was down 13 cents at $94.68 at the close. Managed money was adding another 12,829...Cotton on dry branch by Mari

A Austin Schroeder
Rich Asplund on 05/08/2026

Sugar Prices Settle Higher on Brazilian Real Strength

July NY world sugar #11 (SBN26 ) on Friday closed up +0.15 (+1.03%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +0.10 (+0.02%). Sugar prices settled higher on Friday, supported by strength in the Brazilian real. The real (^USDBRL ) rose +0.56% on Friday, just below Wednesday's...Glass jar

R Rich Asplund
Rich Asplund on 05/08/2026

Cocoa Prices Retreat Amid Expanding ICE Inventories

July ICE NY cocoa (CCN26 ) on Friday closed down -245 (-5.53%), and July ICE London cocoa #7 (CAN26 ) closed down -180 (-5.46%). Cocoa prices settled sharply lower on Friday. Signs of abundant current supplies sparked long liquidation in cocoa futures on Friday after ICE cocoa inventories rose to..

R Rich Asplund
Rich Asplund on 05/08/2026

Tightness in ICE Inventories Boosts Coffee Prices

July arabica coffee (KCN26 ) on Friday closed up +1.55 (+0.57%), and July ICE robusta coffee (RMN26 ) closed down -18 (-0.52%). Coffee prices settled mixed on Friday. Tight coffee inventories are supportive of prices. ICE arabica coffee inventories fell to a 2.5-month low of 477,045 bags on Friday

R Rich Asplund
Austin Schroeder on 05/08/2026

Cotton Posting Midday Friday Gains

Cotton futures are trading with 140 to 155 points in the green on Friday. The US dollar index is $0.139 lower at $97.805. Crude oil is up $1.03 at 95.84 at midday. USDA’s Export Sales report now has cotton sale commitments at 10.82 million RB, which is 1% below the...Multicolored cotton fabric by Br

A Austin Schroeder
Rich Asplund on 05/08/2026

Brazilian Real Strength Underpins Sugar Prices

July NY world sugar #11 (SBN26 ) today is up +0.19 (+1.31%), and Aug London ICE white sugar #5 (SWQ26 ) is up +1.40 (+0.32%). Sugar prices are climbing today as strength in the Brazilian real has sparked short-covering in sugar futures. The real (^USDBRL) is up +0.51% today, just...Sieve of confect

R Rich Asplund
Rich Asplund on 05/08/2026

Abundant Inventories Spark Long Liquidation in Cocoa Futures

July ICE NY cocoa (CCN26 ) today is down -221 (-4.99%), and July ICE London cocoa #7 (CAN26 ) is down -159 (-4.83%). Cocoa prices are sharply lower today as signs of abundant current supplies sparked long liquidation in cocoa futures after ICE cocoa inventories rose to a 20.5-month high...Cocoa by P

R Rich Asplund
Rich Asplund on 05/08/2026

Coffee Prices Supported by Shrinking ICE Inventories

July arabica coffee (KCN26 ) today is up +3.20 (+1.17%), and July ICE robusta coffee (RMN26 ) is up +1 (+0.03%). Coffee prices are moving higher today. Tight coffee inventories are supportive of prices. ICE arabica coffee inventories fell to a 2.5-month low of 483,292 bags on Thursday. Also, ICE

R Rich Asplund