According to the latest USDA export sales report for the week ending May 15, 2025, U.
S. cotton sales showed notable gains, while export shipments declined. Net sales of upland cotton rose by 16% from the previous week, reaching 141,200 running bales (RB). Major buyers included Vietnam, Turkey, and Pakistan, signaling strong international demand.
Sales of pima cotton also surged, increasing by 91% to 9,700 RB. Key markets for pima included Vietnam, Pakistan, India, and Ethiopia. Despite these encouraging sales numbers, actual shipments of both upland and pima cotton fell. Export shipments of upland cotton dropped by 24% to 251,500 RB, while pima shipments also declined compared to the previous week.
This divergence between sales and shipments may point to logistical bottlenecks or supply chain constraints. Delays in shipping or transportation, port congestion, or international trade disruptions could be factors hindering timely deliveries.
The USDA report indicates that although sales are promising, the failure to convert them into actual exports in a timely manner could hurt the U.S. cotton industry’s global competitiveness. Industry stakeholders, including exporters and logistic providers, may need to reassess their operations to bridge the gap between sales commitments and physical deliveries.
Overall, while the increased demand is a positive sign for U.S. cotton, improving shipment efficiency will be essential to ensure these gains are realized in global markets.
