At its second bimonthly meeting of 2026, held on the 14th, the National Association of Cotton Exporters (Anea) revised the cotton supply and demand balance figures for April. According to the organization, the 2025/2026 harvest should reach 3.95 million tons, slightly above the previous estimate of 3.873 million tons, while exports remain projected at a high level, with shipments of approximately 1.6 million tons in each semester. Considering the commercial year of the harvest, shipments total 3.132 million tons, resulting from the combination of the second semester of 2025 with the first semester of 2026. For the calendar year, Brazil continues with a perspective of shipments above 3.2 million tons, supported by the competitiveness of the national fiber, especially from the entry of the new harvest from the Southern Hemisphere. Anea also updated its initial projections for the 2026/2027 harvest. Production was estimated at 3.87 million tons, above the previous forecast of 3.8 million. Exports are expected to reach 1.57 million tons in the first half of the year and 1.59 million in the second. “We are consistently exporting, finding demand for cotton instead of an oversupply scenario. This guarantees recurring consumption of our cotton in importing countries,” says Dawid Wajs. Domestic Demand: Domestic consumption was maintained at 730,000 tons for 2026 and adjusted to 735,000 tons in 2027, still in line with the perspective of gradual growth in the national textile industry. The entity emphasizes that the numbers continue to be monitored continuously, based on official data and the tracking of export flows reported by the Secretariat of Foreign Trade (Secex/MDIC), in addition to the evolution of the international scenario, which includes climatic and geopolitical factors with the potential to impact prices and trade decisions throughout the year.
This text was translated by machine from Brazilian Portuguese.