Brazil reduces estimate and should harvest less cotton

The new projection for the 2025 26 crop indicates an adjustment scenario in cotton production in Brazil, with an expectation of a lower volume harvested next year. According to data from StoneX, a global financial services company, the estimate points to 3.7 million tons of lint, a result that represents a drop of 11 percent compared to the previous cycle and a reduction of about 1 percent from the previously released survey. The decline is mainly associated with the revision of the planted area, a movement more evident in Bahia, which is expected to sow 393 thousand hectares. The state tends to register a 5 percent decrease compared to the 2024 25 crop, reflecting the discouragement of producers in the face of lower-than-expected profitability. According to Raphael Bulascoschi, Market Intelligence Analyst at StoneX, pressured international prices reduced the attractiveness of the crop and directly influenced the planting decision. In Mato Grosso, the largest cotton hub in the ...