Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets

Why Cotton Is Surging Past 80 Cents in July 2026
Cotton futures just hit 80.68 cents—up 10% in a week—while most other commodities are flat or falling. Lucas and Luna break down the perfect storm: dry weather in Texas, a surprise Chinese import surge, and the lingering effects of the 2025 USDA acreage report. They also explain why cotton's rally may have legs even as recession fears cool demand elsewhere. Plus: a quick look at how the surge is hitting fashion supply chains and what it means for your clothing prices next season.
#Cotton #Commodities #Agriculture #USDA #TexasDrought #ChinaImports #SupplyChain #FashionIndustry #Inflation…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.