Austin Schroeder on 08/03/2026

Cotton Rallies from Early Weakness to Close Higher on Monday

Cotton futures posted 36 to 85 point gains across the board on Monday. Crude oil was back down $4.61 per barrel, with the US dollar index back up $0.61. The Monday Crop Progress report showed 88% of the US cotton crop squared as of Sunday, now even with the 5-year...Cotton via Jeff Hutcheson via Un

A Austin Schroeder
Rich Asplund on 08/03/2026

Sugar Prices Climb on Forecasts for Global Deficits

October NY world sugar #11 (SBV26 ) closed up +0.35 (+2.39%) on Monday, and October London ICE white sugar #5 (SWV26 ) closed up +7.90 (+1.71%). Sugar prices settled sharply higher on Monday, with NY sugar posting a 3-week high and London sugar posting a 2-week high. The outlook for...Sugar crystal

R Rich Asplund
Rich Asplund on 08/03/2026

Cocoa Prices Surge on Ghana Crop Worries

September ICE NY cocoa (CCU26 ) closed up +542 (+10.04%) on Monday, and September ICE London cocoa #7 (CAU26 ) closed up +391 (+9.75%). Cocoa prices settled sharply higher on Monday for a second session and surged to 2-week highs. Cocoa prices are rallying on positive carryover from last Friday...Co

R Rich Asplund
Rich Asplund on 08/03/2026

Harvest-Friendly Weather in Brazil Weighs on Arabica Coffee Prices

September arabica coffee (KCU26 ) closed down -12.60 (-3.79%) on Monday, and September ICE robusta coffee (RMU26 ) closed up +4 (+0.11%). Coffee prices settled mixed on Monday. Arabica coffee closed sharply lower as drier conditions in Brazil’s coffee-growing regions should allow for the pace of th

R Rich Asplund
Austin Schroeder on 08/03/2026

Cotton Posting Monday Gains Following Early Weakness

Cotton futures are trading with contracts 30 to 85 points higher so far at midday. Crude oil is back down $4.52 per barrel, with the US dollar index back up $0.076. Friday afternoon’s Commitment of Traders report showed managed money spec funds in cotton futures and options trimming back 799...Cott

A Austin Schroeder
Rich Asplund on 08/03/2026

Forecasts for Tighter Global Supplies Lift Sugar Prices

October NY world sugar #11 (SBV26 ) today is up +0.33 (+2.35%), and October London ICE white sugar #5 (SWV26 ) is up +7.20 (+1.56%). Sugar prices are sharply higher today, with NY sugar posting a 3-week high and London sugar posting a 2-week high. The outlook for tighter future...Sugar cube pyramid

R Rich Asplund
Rich Asplund on 08/03/2026

Ghana Cocoa Production Concerns Boost Cocoa Prices

September ICE NY cocoa (CCU26 ) today is up +529 (+9.62%), and September ICE London cocoa #7 (CAU26 ) is up +368 (+9.17%). Cocoa prices are sharply higher today for a second session and soared to 2-week highs. Cocoa prices are rallying on positive carryover from last Friday on concerns...Cacao by A

R Rich Asplund
Rich Asplund on 08/03/2026

Arabica Coffee Prices Slump as Dryness in Brazil Aids the Coffee Harvest

September arabica coffee (KCU26 ) today is down -10.10 (-3.04%), and September ICE robusta coffee (RMU26 ) is up +10 (+0.26%). Coffee prices are mixed today. Arabica coffee is sharply lower as drier conditions in Brazil’s coffee-growing regions should allow for the pace of the country’s coffee harv

R Rich Asplund
EdgeClear on 08/03/2026

Soybean Futures Test Key Support as China Demand Meets Ample Global Supply

Soybean futures have pulled back from a four-week high after the US Midwest crop rating suffered its largest single week decline in twenty years, a drop that briefly supported prices before improving rainfall forecasts and a record Brazilian export pace pulled the market lower again. Chinese demand

E EdgeClear
Austin Schroeder on 08/03/2026

Cotton Slipping Back on Monday Morning

Cotton price action is down 76 to 127 points so far on Monday morning. Futures closed the Friday session with contracts 53 to 112 points. December managed to close the week with a 181 point gains. Crude oil was back up $3.21 per barrel, with the US dollar index back...Cotton field by Jim Black via P

A Austin Schroeder
Austin Schroeder on 08/01/2026

Cotton Rallies into the End of the Month

Cotton futures closed the Friday session with contracts 53 to 112 points. December managed to close the week with a 181 point gains. Crude oil was back up $3.21 per barrel, with the US dollar index back up $0.016. Friday afternoon’s Commitment of Traders report showed managed money spec funds...Har

A Austin Schroeder
Rich Asplund on 07/31/2026

Sugar Prices Supported by India Crop Concerns

October NY world sugar #11 (SBV26 ) on Friday closed up +0.23 (+1.59%), and October London ICE white sugar #5 (SWV26 ) closed up +4.90 (+1.07%). Sugar prices settled sharply on Friday as short covering emerged over concerns about India’s sugar crop. India’s Meteorological Department said Friday that

R Rich Asplund
Rich Asplund on 07/31/2026

Cocoa Supplies Surge on Ghana Production Concerns

September ICE NY cocoa (CCU26 ) on Friday closed up +285 (+5.58%), and September ICE London cocoa #7 (CAU26 ) closed up +201 (+5.28%). Cocoa prices are sharply higher today on concerns over cocoa production in Ghana, the world's second-largest cocoa producer. Ghana's cocoa regulator, COCOBOD, proje

R Rich Asplund
Rich Asplund on 07/31/2026

Arabica Coffee Prices Settle Sharply Higher on Tighter ICE Inventories

September arabica coffee (KCU26 ) on Friday closed up +9.05 (+2.80%), and September ICE robusta coffee (RMU26 ) closed up +2 (+0.05%). Arabica coffee settled sharply higher on Friday as near-term supplies continue to tighten. ICE arabica coffee inventories have steadily declined over the past 4.5 m

R Rich Asplund
Austin Schroeder on 07/31/2026

Cotton Holding onto Gains at Friday’s Midday

Cotton futures are trading with contracts 40 to 60 points higher so far on Friday. Crude oil is back up $1.45 per barrel, with the US dollar index back up $0.189. Export Sales data has accumulated export business at 12.032 million RB, which is 102% of the USDA export projection....Rolls of cotton t

A Austin Schroeder
Rich Asplund on 07/31/2026

Prospects of India Monsoon Rains to Remain Subpar Boost Sugar Prices

October NY world sugar #11 (SBV26 ) today is up +0.29 (+2.01%), and October London ICE white sugar #5 (SWV26 ) is up +5.10 (+1.12%). Sugar prices rose sharply today as short covering emerged over concerns about India’s sugar crop. India’s Meteorological Department said today that monsoon rainfall in

R Rich Asplund
Rich Asplund on 07/31/2026

Potential Disruption to Global Cocoa Supplies Lifts Prices

September ICE NY cocoa (CCU26 ) today is up +271 (+5.30%) on Thursday, and September ICE London cocoa #7 (CAU26 ) is up +199 (+5.22%). Cocoa prices are sharply higher today on concerns over disruptions to global supplies. Fund short-covering emerged in cocoa today on concerns that global supplies c

R Rich Asplund
Rich Asplund on 07/31/2026

Arabica Coffee Prices Jump as ICE Inventories Tighten

September arabica coffee (KCU26 ) today is up +7.75 (+2.40%) on Thursday, and September ICE robusta coffee (RMU26 ) is up +4 (+0.11%). Arabica coffee is sharply higher today as near-term supplies continue to tighten after ICE arabica coffee inventories fell to a 2.5-year low on Thursday. On Tuesday

R Rich Asplund