Brazil cotton exports set to rise 10% in 2025/26 season by Amit Gupta, Kedia Advisory
* Exports expected to reach 3.2 million tons, up 10% from last year
* Growth driven by local competitiveness, buyer diversification, and India’s demand
* India’s tariff exemption boosts purchases, accounting for 16% of exports so far
* Early-season exports fell 7% due to delayed harvest, but recovery underway
* November shipments rose 34.4% year-on-year, supported by available stockpiles
Brazilian cotton exports in the 2025/26 season are projected to grow about 10% to 3.2 million metric tons, supported by competitive pricing, diversified buyers, and stronger demand from India. India’s exemption of cotton import tariffs until December 31 has encouraged purchases, representing roughly 16% of Brazil’s exports so far. Although early-season shipments through October fell 7% due to a delayed harvest, exports have picked up, with official November data showing a 34.4% year-on-year increase. Analysts note that Brazil has substantial stockpiles, positioning the country to continue meeting rising global demand and capitalize on market opportunities in the months ahead.
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