Market Movement from 04th Aug 2025 to 09th Aug 2025.

• The NY futures market saw limited movement, remaining stuck in a narrow range, and closed the week with a gain of 24 points W/W.
• U.S. exports finished slightly higher at 1,65,000 bales, compared to the USDA target of 11.8 million bales.
• In the latest U. S. Export Sales Report for the week ending 31-Jul-2025, the final U.S. export sales report for the 2024-2025 season showed net upland sales cancellations of 17,172 bales, with shipments totaling 1,82,334 bales, while Pima sales were nil and shipments reached 8,966 bales, bringing total sales to -17,172 bales. For the new 2025-2026 marketing year, net upland sales were reported at 1,09,300 bales, with net Pima sales of 5,266 bales, resulting in combined total sales of 1,14,566 bales.
• The Gujcot Spot Rate remained steady at ₹56,850 on Monday and Tuesday before showing a gradual decline through the week — slipping to ₹56,800 on Wednesday, ₹56,750 on Thursday, and ₹56,700 on Friday, with Saturday’s rate recorded at ₹56,600. The overall trend indicated mild bearish sentiment, driven by limited buying interest and stable supply conditions in the domestic market.
• The Indian physical market remained steady to slightly lower, with a weaker sentiment prevailing. The primary concern for the textile value chain was the excess tariff imposed by the U.S. on India.
• The new season is approaching, and uncertainty in trade has caused a pause in buying activity. CCI managed to sell only 20,000 bales during the week.
• Indian mills are now adopting a wait-and-watch approach amid the new period of uncertainty.
• The monsoon is progressing well, and the cotton crop remains healthy.
• All-India cotton sowing has reached 104.153 lakh hectares, with Gujarat contributing 20.358 lakh hectares.
• During this week, the Indian basis remained between 15.48 and 16.11.
• This week, the USD-INR exchange rate remained relatively stable with minor fluctuations. It opened on Monday at 87.66, rose slightly to 87.80 on Tuesday, and eased to 87.73 on Wednesday. The rate inched down further to 87.70 on Thursday before returning to 87.66 on Friday, reflecting a largely steady trend with limited volatility throughout the week.
• “Hope for the best.”