WRT World Agricultural Supply and Demand October 11
Grain & Cotton FundamentalsGreen corn field at sunset by lamyai via Adobe Stock
When a Seasonal Commodity Spread Stops Following the Pattern
What should you do when a seasonal commodity spread moves against its historical pattern? This article explores how the Smart Spreads approach evaluates price behavior, the remaining seasonal window, changing market conditions, and portfolio risk to guide a disciplined decision about whether to hold
Cotton Pushes Higher into the Weekend, Despite USDA Production Hike
Cotton futures were 53 to 79 points higher on the Friday session, as December was 166 points higher. Crude oil was up 17 cents per barrel on the session, with the US dollar index $0.090 higher. The NASS Cotton Ginnings report from Friday showed a 487,900 RB of cotton ginned...Cotton field ready for
Sugar Prices Settle Higher on El Niño Weather Risks
March NY world sugar #11 (SBH27 ) closed up +0.10 (+0.50%) on Friday, and December London ICE white sugar #5 (SWZ26 ) closed up +1.40 (+0.26%). Sugar prices settled higher on Friday, supported by concern that the super El Niño weather pattern will disrupt global sugar production. Japan’s Meteorolog
Cocoa Prices Finish Mixed on Dollar Strength and Ivory Coast Rains
December ICE NY cocoa (CCZ26 ) closed unchanged on Friday, and December ICE London cocoa #7 (CAZ26 ) closed up +13 (+0.31%). Cocoa prices settled mixed on Friday. Weather risks in the Ivory Coast support cocoa, but a stronger dollar on Friday limited gains. On Monday, cocoa prices rallied to...Bar
Arabica Coffee Falls on Robust Brazil Exports
December arabica coffee (KCZ26 ) closed down -2.10 (-0.73%) on Friday, and November ICE robusta coffee (RMX26 ) closed up +47 (+1.37%). Coffee prices settled mixed on Friday. Arabica was under pressure on Friday amid signs of larger coffee supplies from Brazil. On Tuesday, Brazil’s Trade Ministry r
Cotton Back to Mixed Midday Trade, as USDA Hikes Production
Cotton futures are trading mixed on Friday, with contracts up 8 points to down 3 across the front months. Crude oil is steady, down just 3 cents per barrel on the session, with the US dollar index $0.180 higher. The NASS Cotton Ginnings report from Friday showed a 487,900 RB...Cotton field ready for
El Niño Weather Risks Support Sugar Prices
March NY world sugar #11 (SBH27 ) is up +0.06 (+0.30%) today, and December London ICE white sugar #5 (SWZ26 ) is up +3.20 (+0.59%). Sugar prices are moving higher today, supported by concern that the super El Niño weather pattern will disrupt global sugar production. Japan’s Meteorological Agency s
Cocoa Prices Little Changed on Dollar Strength and Ivory Coast Weather
December ICE NY cocoa (CCZ26 ) is down -1 (-0.02%) today, and December ICE London cocoa #7 (CAZ26 ) is up +7 (+0.17%). Cocoa prices are mixed today. Weather risks in the Ivory Coast are supporting cocoa, but a stronger dollar today is weighing on prices. On Monday, cocoa prices...Hands with cocoa b
Crop Production
Crop Production - 2026-10-09
Cotton Ginnings
Cotton Ginnings - 2026-10-09
WASDE
WASDE - 2026-10-09
Stronger Brazil Coffee Exports Weigh on Arabica Prices
December arabica coffee (KCZ26 ) is down -1.65 (-0.57%) today, and November ICE robusta coffee (RMX26 ) is up +48 (+1.40%). Coffee prices are mixed today. Arabica is under pressure today amid signs of larger coffee supplies from Brazil. On Tuesday, Brazil’s Trade Ministry reported that Brazil’s Se
Amazon Stock Has Been Flat for the Past Month, But AMZN Put Credit Spreads Have Worked Out Well
Amazon stock has been treading water over the last month. I discussed an AMZN put credit spread on Sept. 14. This earned a 12% ROI in the same period. It's time to do a new AMZN put credit spread.Amazon - Image by bluestork via Shutterstock
Cotton Rallying Ahead of USDA Reports
Cotton prices are up 133 to 159 points on Friday morning. Futures were mixed across the board on Thursday, with front months down 7 to 9 points and deferreds up 6 to 12 points. October expired on Thursday. Crude oil was up $2.90 per barrel on the session, with the...Cotton on branches by Marina Fedo
Cotton Closes Mixed on Thursday
Cotton futures were mixed across the board on Thursday, with front months down 7 to 9 points and deferreds up 6 to 12 points. Crude oil was up $2.90 per barrel on the session, with the US dollar index $0.078 lower. Harvest may be slowed in parts of he Southeast...Cotton field by William Dunn via iS
Fund Profit-Taking Undercuts Sugar Prices
March NY world sugar #11 (SBH27 ) closed down -0.68 (-3.26%) on Thursday, and December London ICE white sugar #5 (SWZ26 ) closed down -14.60 (-2.63%). Sugar prices settled sharply lower on Thursday as fund profit-taking emerged following the recent two-week rally. On Wednesday, NY sugar climbed to a
Cocoa Prices Climb as Ivory Coast Rains Slow Deliveries
December ICE NY cocoa (CCZ26 ) closed up +83 (+1.49%) on Thursday, and December ICE London cocoa #7 (CAZ26 ) closed up +59 (+1.41%). Cocoa prices recovered from early losses on Thursday and settled higher on forecasts of continued rains in the Ivory Coast. On Monday, cocoa prices rallied to...Flood
Coffee Prices Fall on Abundant Supplies from Brazil
December arabica coffee (KCZ26 ) closed down -3.65 (-1.25%) on Thursday, and November ICE robusta coffee (RMX26 ) closed down -62 (-1.78%). Coffee prices settled sharply lower for a second day on Thursday amid signs of larger coffee supplies from Brazil. On Tuesday, Brazil’s Trade Ministry reported
Cotton Posting Modest Midday Gains on Thursday
Cotton futures are trading with contracts 15 to 18 points higher at midday. Crude oil is up $3.01 per barrel on the session, with the US dollar index $0.102 higher. USDA’s Export Sales report showed 165,070 RB of cotton sales in the week ending in October 1, which was down...Closeup of cotton plant