JERNIGAN GLOBAL
News Letter 23-Aug-2021

1.  DEMAND CONCERNS SPREAD; HAS TOO MUCH DEMAND BEEN PULLED FORWARD? IS AN INVENTORY RECESSION POSSIBLE?

2.  CHINA’S XINJIANG CROP EXPERIENCES HEAVY RAINS, WIND, AND HAIL JUST AS BOLLS OPEN

3.  COTTON PREMIUM TO POLYESTER AND VISCOSE IN CHINA SURGES TO LEVELS WHERE MARKET SHARE IS IMPACTED

4.  LOGISTICS HAVE DISTORTED NEARBY SUPPLIES; CAN CFR BASIS INVERT BE MAINTAINED?

5.  VIETNAMESE COTTON DEMAND WEAKER AS COVID RAGES AND FACTORIES SUSPEND OPERATIONS

6.  INDIAN PRICES HOLD STEADY BELOW 100 CENTS AS NEW CROP STARTS TO MOVE

7.  ICE ENCOUNTERS RESISTANCE AT 2018 HIGHS WHILE DEMAND CONCERNS MOUNT

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