Austin Schroeder on 09/02/2026

Cotton Falls Back Lower on Turnaround Tuesday

Cotton posted Turnaround Tuesday losses of 115 to 169 points at the Tuesday close. Crude oil was $4.92 per barrel higher on the day, with the US dollar index up $0.235. Weekly Crop Progress data showed 89% of the US cotton setting bolls as of Sunday, with 29% of the...Cotton bunches by Tijana Drnda

A Austin Schroeder
Andrew Hecht on 09/01/2026

August’s Top Commodity Performers and Underperformers

August was a bullish month for commodities, with gains in most sectors except for animal proteins and lumber. Ongoing conflicts in Ukraine and the Middle East continue to affect commodity prices as markets head into fall.Bull on Wall Street by Alexander Naumann via Pixabay

A Andrew Hecht
Rich Asplund on 09/01/2026

Sugar Prices Rally on the Outlook for a Global Deficit

October NY world sugar #11 (SBV26 ) closed up +0.55 (+3.09%) on Tuesday, and October London ICE white sugar #5 (SWV26 ) closed up +19.60 (+3.81%). Sugar prices settled sharply higher on Tuesday after the International Sugar Organization (ISO) projected a global sugar deficit. ISO on Tuesday project

R Rich Asplund
Rich Asplund on 09/01/2026

Cocoa Prices Fall on Larger Supplies from the Ivory Coast

December ICE NY cocoa (CCZ26 ) closed down -200 (-2.95%) on Tuesday, and December ICE London cocoa #7 (CAZ26 ) closed down -42 (-0.86%). Cocoa prices retreated on Tuesday, with London cocoa falling from an 11-month high. Larger supplies from the Ivory Coast pressured cocoa prices on Tuesday. Cumu

R Rich Asplund
Rich Asplund on 09/01/2026

Coffee Prices Pressured by Rising Supplies

December arabica coffee (KCZ26 ) closed down -2.05 (-0.66%) on Tuesday, and November ICE robusta coffee (RMX26 ) closed down -68 (-1.93%). Coffee prices settled lower on Tuesday, with arabica falling to a 1-month low and robusta sliding to a 2.75-month low. Coffee prices have sold off sharply over

R Rich Asplund
Austin Schroeder on 09/01/2026

Cotton Fading Back Lower on Turnaround Tuesday

Cotton is showing Turnaround Tuesday losses of 131 to 152 points so far at midday. Crude oil is $3.81 per barrel, with the US dollar index $0.275 higher. Weekly Crop Progress data showed 89% of the US cotton setting bolls as of Sunday, with 29% of the crop with bolls...Cotton on dry branch by Maria

A Austin Schroeder
Rich Asplund on 09/01/2026

Sugar Prices Climb as ISO Projects a Global Deficit

October NY world sugar #11 (SBV26 ) is up +0.56 (+3.14%) today, and October London ICE white sugar #5 (SWV26 ) is up +21.20 (+4.12%). Sugar prices are sharply higher today after the International Sugar Organization (ISO) projected a global sugar deficit. ISO today projected a -200,000 MT sugar defi

R Rich Asplund
Rich Asplund on 09/01/2026

Bigger Supplies from the Ivory Coast Knock Cocoa Prices Lower

December ICE NY cocoa (CCZ26 ) is down -201 (-2.97%) today, and December ICE London cocoa #7 (CAZ26 ) is down -44 (-0.91%). Cocoa prices are retreating today, with London cocoa falling from an 11-month high. Cocoa prices came under pressure today on bigger supplies from the Ivory Coast. Cumulativ

R Rich Asplund
Rich Asplund on 09/01/2026

Coffee Prices Slip as Brazil’s Coffee Exports Expected to Accelerate

December arabica coffee (KCZ26 ) is down -4.40 (-1.41%) today, and November ICE robusta coffee (RMX26 ) is down -102 (-2.89%). Coffee prices are falling sharply today, with arabica dropping to a 1-month low and robusta sliding to a 2.75-month low. Coffee prices have sold off sharply over the past..

R Rich Asplund
Austin Schroeder on 09/01/2026

Cotton Fading Back to Start Turnaround Tuesday

Cotton is trading with early Tuesday losses of 131 to 188 points. Futures posted 170 to 180 point gains across most front month contracts. Crude oil was $2.91 per barrel, with the US dollar index $0.293 lower. Weekly Crop Progress data showed 89% of the US cotton setting bolls as...Cotton via Jeff

A Austin Schroeder
Austin Schroeder on 09/01/2026

Cotton Rallies to Close August

Cotton futures posted 170 to 180 point gains across most front month contracts. Crude oil was $2.91 per barrel, with the US dollar index $0.293 lower. Weekly Crop Progress data showed 89% of the US cotton setting bolls as of Sunday, with 29% of the crop with bolls opening. Condition...Cotton Fabric

A Austin Schroeder
Rich Asplund on 08/31/2026

Global Supply Fears Underpin Sugar Prices

October NY world sugar #11 (SBV26 ) closed up +0.25 (+1.42%) on Monday, and October London ICE white sugar #5 (SWV26 ) did not trade, with markets closed in the UK for a holiday. NY sugar settled sharply higher on Monday but remained below last Friday’s significant high as the...Sugar cube pyramid b

R Rich Asplund
Rich Asplund on 08/31/2026

Cocoa Prices Rise on Concern Over West African Cocoa Quality

December ICE NY cocoa (CCZ26 ) closed up +123 (+1.85%) on Monday, and September ICE London cocoa #7 (CAU26 ) did not trade, with markets in the UK closed for a holiday. NY cocoa extended its sharp three-session rally on Monday and posted an 11-month high. Concerns about the quality...Hands with coc

R Rich Asplund
Rich Asplund on 08/31/2026

Arabica Coffee Posts Moderate Losses as Prices Consolidate

December arabica coffee (KCZ26 ) closed down 1.35 (-0.43%) on Monday, and November ICE robusta coffee (RMX26) did not trade, as markets were closed in the UK for a holiday. Arabica coffee settled lower on Monday as prices consolidated above last Thursday’s 3-week low. Last Thursday, arabica coffee f

R Rich Asplund
Austin Schroeder on 08/31/2026

Cotton Posting Monday Rally

Cotton futures are showing 170 to 190 point gains across most contracts. Crude oil is $2.38 per barrel, with the US dollar index $0.248 lower. Commitment of Traders data showed managed money adding another 17,173 contracts to their net long in cotton futures and options during the week ending on...

A Austin Schroeder
Rich Asplund on 08/31/2026

Sugar Prices Supported by the Outlook for a Global Deficit

October NY world sugar #11 (SBV26 ) is up +0.23 (+1.31%) today, and October London ICE white sugar #5 (SWV26 ) is not trading, with markets closed today in the UK for a holiday. NY sugar is moving higher today as the outlook for a global sugar deficit underpins prices....Glass jar and bowl with whit

R Rich Asplund
Rich Asplund on 08/31/2026

West African Cocoa Crop Concerns Underpin Prices

December ICE NY cocoa (CCZ26 ) is up +106 (+1.59%) today, and September ICE London cocoa #7 (CAU26 ) is not trading, with markets in the UK closed today for a holiday. NY cocoa extended its sharp three-session rally today, posting an 11-month high. Concerns about the quality of this...Cacao by Ally

R Rich Asplund