At least it is in the U.S. South. While production increased last year in Pakistan and Brazil, USDA predicts that most of the increase in global production in 2024/25 will be due to the expansion in U.S. output. The area under production is forecast to expand by 8 percent. Production in India and China, the two largest consumers, will again drop. With 95 percent of the cotton production in China in the controversial Xinjiang province, output is dropping by Middle Kingdom textiles manufacturing is increasing. World consumption of cotton will rise 3.1 percent, its highest in 3 years. And while production this year will increase 900,000 bales more than demand, the stocks-to-use ratio for cotton will fall from 74.5 percent to 72.9...
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...
From WPI Consulting
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.