How Cotton Futures Defied the Commodity Sell-Off

Episode 57 of The Commodities Economy with Fexingo examines why cotton futures surged 9.3% in a week while crude oil tanked 10% and gold struggled. Hosts Lucas and Luna drill into the specific data: July cotton at 79.73 cents per pound, a sudden spike in global textile orders from China and Vietnam, and the tight U.S. export situation after a disappointing 2025 harvest. They explore how the USDA's June supply-demand report triggered the rally, why the speculative positioning was caught short, and what this says about the disconnect between macro fears and micro demand. The episode also looks at the cotton-crude correlation that broke down this week, and what it means for farmers, mills, and ETF investors. No fluff, just the numbers and the story behind them. #Cotton #Commodities #Futures #Textiles #USDA #SupplyDemand #SpeculativePositioning #ExportSales #ChinaDemand #VietnamTextiles #CrudeOil #Gold #Macro #Investing #ETF #Agriculture #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo