Small volumes of hand-picked seed cotton have been harvested in inland China and Xinjiang since late August, while ginners have not yet opened official purchasing. Old-crop cottonseed stocks are being drawn down, pushing cottonseed spot prices sharply higher, and cotton linter prices have surged on a supply gap and fears of reduced new-season output.
Large-scale harvest starts mid-to-late September.
Tight cottonseed and linter supply lifts the cost of cottonseed-based feed ingredients and cottonseed meal in China until new-crop volumes arrive. Buyers should expect firm pricing until the harvest and procurement start.
Not enough comparable past events yet for a historical read.
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