Weekly demand was driven by Vietnam, India, Turkiye, China and South Korea, according to the USDA report. Vietnam remained the top buyer at 31,400 RB, followed by India with 16,900 RB. Turkiye booked 15,000 RB, while China committed 13,300 RB and South Korea 11,700 RB. Modest trades were also recorded from Taiwan, Malaysia, Pakistan and Indonesia, with only minor destination revisions reported.
Export shipments of Upland cotton strengthened during the period, totalling 174,800 RB, reflecting a steady pace of physical movement. The top destinations for shipments were Mexico, Vietnam, India, Bangladesh and Nicaragua. Outstanding Upland commitments reached 3.209 million RB, below last year’s level of 4.211 million RB, indicating shorter booking windows and cautious purchasing strategies by mills.
Pima cotton activity remained subdued. Net sales totalled 6,600 RB, down from the previous year’s 11,500 RB. Shipments of Pima fibre reached 10,000 RB, with India, Pakistan, Peru and Vietnam among the key recipients. No next-year sales were recorded for Pima during the week, reflecting a softer long-staple demand environment.
The weekly tone reflects mills’ preference for short-term procurement, as spinning margins remain under pressure and yarn orders continue to show uneven regional recovery. Stronger buying interest from Vietnam and Turkiye suggests sustained production utilisation, while India and Pakistan’s selective participation indicates reliance on domestic availability and currency-driven sourcing decisions. China’s moderate purchase volumes highlight continued competition from Brazilian and Australian origins.
From here, the seasonal export rhythm will depend on downstream retail performance, the ICE price trajectory and inventory strategies among Asian spinning hubs. Any meaningful rise in weekly bookings may hinge on clearer visibility in yarn demand and improved textile and apparel order flows heading into early 2026.
ALCHEMPro News Desk (KUL)
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