Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cotton Prices Are Falling Despite Tight Global Inventories
Cotton futures have tumbled nearly 4% in the past week, even as global stockpiles sit near multi-year lows. Lucas and Luna unpack the disconnect: why demand fears from China's slowing textile exports are overwhelming supply concerns, how synthetic fiber competition is eating market share, and what the speculator positioning in ICE cotton futures tells us about where prices might go next. They also explore the role of India's unexpected export surge and the impact of a strong US dollar on commodity markets. A specific look at a soft commodity defying the usual supply-demand logic…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.