Скачать или смотреть What’s Driving Cotton Prices to Two-Month Lows?

Raphael Bulascoschi, StoneX Brazil Market Intelligence Analyst, explores why New York cotton recently plunged to a two-month low. He breaks down how ideal U.S. weather forecasts and record crops in Brazil, China and India are swamping the market with supply, examines the long-term impact of synthetic fiber competition, and assesses why recent Middle East oil tensions had only a fleeting effect.

https://www.stonex.com/en/thought-lea...

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0:00 Intro
0:05 Cotton prices hit two-month low
0:26 Weather-driven yield expectations
1:00 Global supply boosts from top producers
1:41 Polyester competition and oil price link
2:30 Weak demand-side correlation with oil
3:00 Iran-Israel conflict's limited cotton impact
3:29 Short covering lifts prices slightly
4:07 Outro – like & subscribe