Group 1: Report Core View - The planting area of US cotton in 2025 is higher than market expectations, with a total of 10.12 million acres, a 9.5% decrease from 2024, but higher than the 9.87 million acres in the June USDA monthly supply - demand report and the pre - report market estimate of 9.735 million acres. The area of upland cotton is 9.949 million acres, and pima cotton is 171,000 acres, both showing year - on - year decreases. Currently, the cotton planting is almost finished, the weather is generally good, the excellent - good rate has rebounded, and the drought impact is low. There is an upward adjustment expectation for the later US cotton production [1][2]. Group 2: Data Summary from the US Planting Area Report - The report presents the planting and harvest areas of different states in 2024 and 2025. For example, in Alabama, the 2024 planting area was 400,000 acres, and it decreased to 340,000 acres in 2025. The total planting area of upland cotton decreased from 10.976 million acres in 2024 to 9.949 million acres in 2025, and the total planting area of pima cotton decreased from 207,000 acres in 2024 to 171,000 acres in 2025. The combined total planting area of upland and pima cotton decreased from 11.183 million acres in 2024 to 10.12 million acres in 2025 [3]. Group 3: Data Sources - All data sources are USDA and Guotou Futures [4].