Oct 22, 2026 · 37 min · 10 segments
Global mill use could hit its highest total in a decade this year. U.S. Cotton Trust Protocol Co-Director Marjory Walker drops in to tell us how the Trust Protocol is pivoting to meet market needs.
Friends, just to get to our episode topic today, I am here to share some good news with you.
You may have already heard it, but global cotton demand, mill use, is on the uptick for our crop.
In August, USDA projected that cotton may increase by as much as 1.9%, almost 2%.
ultimately possibly reaching as high as 123.1 million bales consumed on the global market this year.
That's going to represent, if it comes to fruition, the highest number of bales consumed globally since the COVID crazed year of 2021, or rather 2020 slash 2021.
That's schizophrenic year when the markets were all going zany as a result of a global pandemic.
Now, if you were to remove that sort of outlier year, this year, if we reach 123 million bales consumed at mills, that would represent the highest number of consumed bales in a decade since 2016 slash 17.
Anecdotally, let me tell you, I took a little family vacation up to Chicago here a couple of weeks ago with my wife and my child.
I actually brought my mom along and There was one afternoon while we were up there.
Long story short, my wife is across the street at a some sort of bag store out of women's purse situation.
So I go in there and I got to check in the labels in this store, this nice store on a nice street in Lincoln Park, Chicago.
And lo and behold, literally every piece of clothing in the store I check is cotton.
And so I go to ask the clerk, I said, man, you know, what's going on? It feels like everything in here is cotton.
Friends, just to get to our episode topic today, I am here to share some good news with you.
You may have already heard it, but global cotton demand, mill use, is on the uptick for our crop.
In August, USDA projected that cotton may increase by as much as 1.9%, almost 2%.
ultimately possibly reaching as high as 123.1 million bales consumed on the global market this year.
That's going to represent, if it comes to fruition, the highest number of bales consumed globally since the COVID crazed year of 2021, or rather 2020 slash 2021.
That's schizophrenic year when the markets were all going zany as a result of a global pandemic.
Now, if you were to remove that sort of outlier year, this year, if we reach 123 million bales consumed at mills, that would represent the highest number of consumed bales in a decade since 2016 slash 17.
Anecdotally, let me tell you, I took a little family vacation up to Chicago here a couple of weeks ago with my wife and my child.
I actually brought my mom along and There was one afternoon while we were up there.
Long story short, my wife is across the street at a some sort of bag store out of women's purse situation.
So I go in there and I got to check in the labels in this store, this nice store on a nice street in Lincoln Park, Chicago.
And lo and behold, literally every piece of clothing in the store I check is cotton.
And so I go to ask the clerk, I said, man, you know, what's going on? It feels like everything in here is cotton.
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