# StoneX Raises Brazil Cotton Yield and Export Estimates for 2026/27 Crop Year

> 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.

- Date: 2026-11-04 · published 2026-11-05T06:06:21.789Z
- Category: report · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/81123-stonex-raises-brazil-cotton-yield-and-export-estimates-for-2026-27-crop-year
- Commodities: [Cottonseed Meal](https://feedsoft.ai/c/CSM.md)

## Why it matters

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.

## Read by commodity

- CSM: bearish ▼

## Sources

- insights.tridge.com: https://insights.tridge.com/speaker-product-news-reports/KJLyFXpzJzgKuB1Gqsm5QUKHGgR43AVdqLBJJRAT9kvBd6zQVphyJp2z

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.