Why Cotton Is Surging Past 77 Cents While Corn Stalls

The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · Jul 1, 2026 · 6m · transcript

Cotton futures have rallied 8 percent in the last week to above 77 cents per pound, making it the top performer across major agricultural commodities. Meanwhile, corn is up nearly 6 percent but has stalled relative to cotton's momentum. Lucas and Luna dig into the specific drivers behind cotton's surge: a stronger-than-expected export sales report from the USDA, tightening global stockpiles, and shifting planting decisions in the U.S. South. They also examine why corn, despite its own gains, is struggling to keep pace — with ample inventories and a neutral crop progress report…