Market Movement from 15th Sep 2025 to 20th Sep 2025.

•  
• NY Futures gained some momentum on Tuesday, reaching 67.72 with a positive tone, but the strength did not sustain through the rest of the week and ultimately closed at 66.29 with loss of 54 points W/W.
• Export sales were better compared to last week, but shipments remain poor. As the harvest approaches, shipments are expected to pick up.
• In the latest U. S. Export Sales Report for the week ending 11-Sep-2025, U.S. export sales for the 2025-26 season reported net upland sales of 1,86,100 bales and upland shipments of 1,20,500 bales, while net Pima sales stood at 5,100 bales with shipments of 2,400 bales, bringing total sales to 1,91,200 bales. For the 2026-27 season, net upland sales were recorded at 19,000 bales with no Pima activity, making the total 19,000 bales.
• This week, the Gujcot Spot Rate opened at ₹55,400 on Monday and firmed up to ₹55,750 on Tuesday, followed by a further rise to ₹55,850 on Wednesday. The rate eased slightly to ₹55,750 on Thursday and ₹55,650 on Friday, while Saturday closed at ₹55,650, reflecting a narrow but stable trading range throughout the week.
• During this week, the Indian basis remained between 13.08 and 14.29.
• The Indian physical market remains steady to firm. Recent rains have disrupted new arrivals in South and North India, but with the IMD forecasting the withdrawal of the monsoon, arrivals are expected to pick up quickly from next week.
• C.C.I. has continued the bulk discount system until the end of September. Currently, it has only about 12 lakh bales left for sale.
• All India arrivals have now begun in a big way, mainly in Karnataka and Andhra, with some supportive arrivals also reported in Gujarat and the northern region.
• All India sowing has reached 109.64 lakh hectares, out of which Gujarat contributed 20.825 lakh hectares.
• IMD has forecast the withdrawal of the monsoon, but a low-pressure system in the Bay of Bengal still poses a threat to some areas.
• This week, the USD-INR exchange rate showed mixed movement. The week opened on Monday at 88.21, then eased slightly to 88.05 on Tuesday and further declined to 87.81 on Wednesday. However, the rupee weakened again on Thursday, with the rate rising to 88.13, before ending the week marginally lower at 88.09 on Friday. Overall, the currency pair traded in a narrow range with minor fluctuations, reflecting a cautious market tone.
• Hope for best