US cotton crop upgrade adds to expected stocks
The October update shifts attention from crop size to the pace at which mills and overseas buyers absorb supply.
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Sugar benchmark climbs as crop concerns tighten the outlook
September’s increase highlights the sensitivity of sugar to growing conditions and the timing of harvests.
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Cocoa’s incomplete season data calls for a careful reading
A reported surplus belongs to a specific crop year. Missing data for another season should not be mistaken for confirmation that supply has recovered.
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Coffee prices fall as Brazil’s harvest reaches the market
Coffee’s monthly benchmark declined in September as Brazilian supply increased. Investors still need to distinguish crop conditions from the economics of individual businesses.
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