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StoneX raised its Brazil cotton yield estimates for Bahia and Mato Grosso, lifting the 2026/27 national cotton production forecast to 4 million tons. It also raised 2026/27 cotton export estimates to 3.2 million tons and adjusted 2025/26 exports up to 3.4 million tons.
A larger Brazilian cotton crop adds cottonseed and cottonseed meal supply, which is mildly bearish for CSM and feed prices. The effect is modest because cotton is a small share of global oilseed meal supply.
insights.tridge.comNov 4, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
