Cotton futures are trading with contracts 9 to 15 points across the front months on Thursday. Crude oil futures are down $1.90 per barrel on the day at $62.72. The US dollar index is up $0.164 to $96.885. The National Cotton Council estimates the US cotton planted area total at 9 million acres this year according to their annual survey. More News from Barchart USDA’s Export Sales report from this morning showed a total of 231,031 RB of cotton sold in the week ending on February 5. That was back down fr ...

Cotton futures closed the Monday session with contracts up 55 to 75 points in the nearbys. Crude oil futures were up $0.87 per barrel on the day at $64.41. The US dollar index was down $0.771 to $96.735. The Seam showed sales on 3,066 bales sold on 2/6, averaging 58.61 cents/lb. The Cotlook A Index was back down 40 points on Friday at 72.80 cents. ICE certified cotton stocks rose another 18,564 February 6 with the certified stocks level at 93,561 bales. The Adjusted World Price was down another 42 points ...

Cotton prices are up 35 to 55 points early on Monday. Futures posted losses of 40 to 70 points in the front months on Friday, with March down 211 points last week. Crude oil futures were up 21 per barrel on the day at $63.50. The US dollar index as down $0.141 to $97.650. Spec traders were busy adding 6,717 contracts to their net short position in the week of 2/3, taking the total to 71,746 contracts net short in cotton futures and options. More News from Barchart Export Sales data has total export com ...

Cotton futures posted losses of 40 to 70 points in the front months on Friday, with March down 211 points this week. Crude oil futures were up 21 per barrel on the day at $63.50. The US dollar index as down $0.141 to $97.650. Spec traders were busy adding 6,717 contracts to their net short position in the week of 2/3, taking the total to 71,746 contracts net short in cotton futures and options. More News from Barchart Export Sales data has total export commitments at 7.8 million RB as of January 29, no ...

二是实施常态化精准帮扶，持续巩固拓展脱贫攻坚成果。健全常态化帮扶政策体系，提高监测帮扶精准 性时效性，提升产业和就业帮扶实效，分层分类帮扶欠发达地区。 一是提升农业综合生产能力和质量效益，保障粮食等重要农产品稳定安全供给。毫不放松抓好粮油生 产，提升畜牧业现代化水平，推进渔业高质量发展，稳定棉糖胶和果蔬等生产，推动构建多元化食物供 给体系。加强耕地保护和质量提升，强化农业防灾减灾体系建设，全面提高农产品质量安全水平，提升 农业对外合作水平。 （来源：嘉兴日报） 三是强化农业科技和装备支撑，引领发展农业新质生产力。提升农业科技创新效能，加快农业科技成果 转化应用，深入实施种业振兴行动，加快实施农机装备高质量发展行动，大力推进智慧农业行动计划。 转自：嘉兴日报 四是推进农业发展全面绿色转型，稳步提升可持续发展能力。提升农业资源保护利用水平，加强农业投 入品管理，发展生态低碳农业。 新华社北京2月6日电 记者6日从农业农村部了解到，为深入贯彻今年中央一号文件精神，农业农村部日 前印发关于落实《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》的实施意 见，部署八方面具体工作举措，推动"三农"工作实 ...

Financial Data and Key Metrics Changes - The company reported a revenue of R$470 million and an adjusted EBITDA of R$71.3 million, with a loss of R$61.8 million for the semester, indicating a challenging period due to high incurred expenses and low asset classification [11][30][31] - The company experienced a significant reduction in sugarcane productivity, which was a major detractor from overall performance, with losses attributed to adverse weather conditions and operational issues [30][34][38] Business Line Data and Key Metrics Changes - Sugarcane production faced challenges due to frost and fire incidents, leading to lower maturity levels and productivity, with a drop from 140 kg of sugar per ton last year to 131-132 kg this year [22][38] - Cotton production was adjusted to focus on irrigated areas in Bahia, with a shift from high-cost production in volatile regions, aiming for higher productivity levels [46][48] Market Data and Key Metrics Changes - Brazil is expected to have a super harvest of soy, with stocks exceeding 50 million tons, impacting market prices and premium perspectives [12] - The company noted a favorable ratio for corn compared to soy, with corn prices benefiting from logistical changes in the ethanol market [13] Company Strategy and Development Direction - The company is focusing on reducing operational volatility and improving productivity through better resource allocation and technology implementation, including telemetrics [10][15] - There is a strategic emphasis on diversifying crop production to mitigate risks associated with commodity price fluctuations [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of sugarcane production in the next harvest, citing improvements in management practices and fertilizer application [50][54] - The company is cautious about pricing in the sugarcane and ethanol markets for the upcoming year but anticipates a potential recovery in the following cycles [53][54] Other Important Information - The company has a debt of R$886 million, with a net cash position of R$802 million, indicating a stable financial position despite the seasonal cash flow challenges [40][42] - The company is actively monitoring input costs and currency fluctuations to optimize operational efficiency and reduce expenses [16][17] Q&A Session Questions and Answers Question: Can you provide more information on the shift in productivity for cotton? - The company has reduced reliance on cotton in high-cost regions and is focusing on irrigated agriculture in Bahia to improve productivity [46][48] Question: What is the outlook for sugarcane recovery in the next harvest? - Management is optimistic about sugarcane recovery due to improved management practices and a focus on reducing the average age of plantations [50][54] Question: Is there a potential adjustment for the reduction of planted areas in Brazil? - The company acknowledges external factors affecting planted areas and believes that a more rational approach will emerge as external pressures are alleviated [62]

Financial Data and Key Metrics Changes - The company reported a revenue of R$470 million and an adjusted EBITDA of R$71.3 million, with a loss of R$61.8 million for the first six months of the fiscal year 2025-2026 [12][33] - The previous year’s loss for the same period was R$77 million, indicating an improvement in financial performance despite ongoing challenges [33] Business Line Data and Key Metrics Changes - Sugarcane production faced significant challenges, resulting in a productivity drop to 970,000 tons compared to 1.3 million tons the previous year, primarily due to adverse weather conditions and operational issues [40][41] - Soy and corn showed positive performance, with soy contributing R$3.7 million and corn R$20 million to the overall results, while cotton also had a positive impact of R$9.9 million [36] Market Data and Key Metrics Changes - Brazil is experiencing a super harvest with soy stocks exceeding 50 million tons, leading to lower prices but also better premium perspectives for corn due to regional market dynamics [13][14] - The cattle market is recovering, with expectations of improved prices due to limited supply, while sugar prices have decreased from $0.22 to $0.15 per pound [15][24] Company Strategy and Development Direction - The company is focusing on diversifying its crop portfolio to mitigate risks and improve operational stability, with a strategic emphasis on irrigated agriculture for cotton production [26][50] - There is an ongoing effort to enhance productivity through technology implementation, such as telemetrics, to improve operational efficiency across all units [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of sugarcane production in the next harvest, citing improved management practices and fertilizer application as key factors [56][57] - The company anticipates challenges in pricing for sugarcane and ethanol in the near term but expects a potential recovery in the following cycles due to improved productivity and market conditions [56][62] Other Important Information - The company has a debt of R$886 million, with a net cash position of R$802 million, indicating a stable financial position despite the seasonal cash flow challenges [43][45] - The company is actively monitoring input costs and has achieved savings of about 7% to 8% on certain commodities through strategic purchasing [16][18] Q&A Session Questions and Answers Question: Can you provide more information on the shift in productivity for cotton guidance? - The company has reduced reliance on cotton in high-cost regions and is focusing on irrigated areas in Bahia to enhance productivity, with expected yields of 370-380 kg per hectare [48][50] Question: What is the outlook for sugarcane production in the next harvest? - Management is optimistic about sugarcane recovery due to improved management practices and accelerated plantation efforts, despite acknowledging challenges in the current market [51][56]

2Q26 | 6M26 RESULTS PRESENTATION André Guillaumon CEO Gustavo Lopez CFO & IRO Ana Paula Zerbinati IR and Capital Market Head 6M26 EARNINGS CALL PORTUGUÊS Essa videoconferência será em português, com tradução simultânea para o inglês. Alteração de Idioma: para acessar a tradução simultânea, clique no botão Interpretation, na parte inferior direita da tela, e escolha o idioma "Inglês". Para fazer perguntas: clique no ícone Q&A e escreva seu nome e empresa ou levante a mão para entrar na fila. Ao ser anunciado ...

Cotton prices are trading with steady to 8 point gains in the front months on Wednesday. Futures were down 29 to 36 points in the front months on Tuesday. Crude oil futures are up $1.92 per barrel on the day at $65.14. The US dollar index is up $0.269 to $97.570. Tuesday’s online auction from The Seam showed sales of 55.62 cents/lb on 8,680 bales. The Cotlook A Index was down another 45 points on February 3 at 73.35 cents. ICE certified cotton stocks were up 2,247 on 2/3 with the certified stocks level at ...

Core Insights - The US Cotton Trust Protocol is enhancing its leadership structure to strengthen its sustainability program and traceability platform in the cotton market [4] Leadership Appointments - Marjory Walker and Liz Hershfield have been appointed as co-directors to oversee operational and market development aspects of the Trust Protocol [1][3] - Walker will manage operational aspects, including standards, assurance, and communications, while Hershfield will lead global market development and supply chain activities [1][3] Responsibilities and Focus Areas - Walker's role includes managing the verification process and updating standards to incorporate regenerative practices, emphasizing risk management and stakeholder engagement [2] - Hershfield will focus on maintaining compliance across the supply chain and enhancing engagement with mills, brands, and retailers, linking sustainability efforts to value for program members [3] Organizational Goals - The Trust Protocol aims to provide verified, sustainably grown cotton, with a focus on collaboration and streamlined processes [4] - The organization reported that over 1,500 grower members have made significant progress on sustainability indicators, meeting or exceeding five out of six national improvement targets set for 2025 [6]