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Cotton shipments surge as Brazil heads for historic 2025 high

19 Nov '25
2 min read
Cotton shipments surge as Brazil heads for historic 2025 high
Pic: Shutterstock

Insights

  • Brazil's cotton exports surged in October, posting the month's highest-ever volume and the second-largest total of 2025.
  • Shipments reached 2.326 million tons by early November, already exceeding previous full-year levels except 2024, and are likely to set a new record.
  • October exports rose 64.4 per cent month on month, while November may hit 600 thousand tons.
Brazil’s cotton exports continued to accelerate through October, reaching the highest volume ever recorded for the month and the second-largest shipment total of 2025, trailing only January. Strong processing progress, steady flow of domestic surplus and more attractive export prices compared with the local spot market have all supported outbound sales, as per the Centre for Advanced Studies on Applied Economics (CEPEA).

In the year to the first week of November, Brazil shipped 2.326 million tons, already surpassing the full-year totals of previous years except 2024, when exports reached 2.77 million tons. At the current pace, the 2025 tally is poised to exceed last year’s level and set a new record, CEPEA said in its latest fortnightly report on the Brazilian cotton market.

Secretariat of Foreign Trade at the Ministry of Economy (SECEX/ME) data shows exports of 293.93 thousand tons in October—up 64.4 per cent from September and 4.6 per cent higher year on year. Over the past 12 months, shipments reached 2.82 million tons, with 2.17 million tons exported between January and October alone. In the last three months, volumes totalled 550.2 thousand tons.

During the first week of November, shipments hit 154.85 thousand tons. With a daily average of 30.97 thousand tons, November exports may approach 600 thousand tons, marking the highest monthly figure in the Secex historical series.

Liquidity remained weak in early November in the domestic marker, leading to periods of price stability. However, domestic cotton values eventually dipped, pressured by lower international prices and export parity. The CEPEA/ESALQ Index (payment in eight days) fell by 1.12 per cent between October 31 and November 17, closing at BRL 3.4469 per pound on November 17.

ALCHEMPro News Desk (KD)

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