The State of American Pima
The State of American Pima · October 16, 2026
Fiber value, supply
& export demand.
American Pima spot stands at $1.73/lb; landed Southeast Asia is $1.88/lb. The current Pima/Upland spread is $0.93/lb, above the prior five-year average of $0.82/lb. PSF at $0.61/lb and WTI at $101.41/bbl keep cost competition in focus. The USDA Week 10 report, ending Oct. 8, showed 10.0K RB in net sales and 10.4K RB in weekly exports. Total commitments reached 204.3K RB, up 61.0% year over year; 69.7K RB have shipped, with 134.6K RB outstanding.
Read the source Journal (PDF)American Pima value position
+$0.93/lb
Premium over Upland
Long-staple price ratio: 216%
Five-year average spread: $0.82/lb
Mixed · Stronger weekly export demand
Primary risks: India Concentration, Energy Costs & End-Demand Recovery
Total commitments
204.3K RB
+61.0% year over year
Weekly exports
10.4K RB
Running bales
Pima / Upland spread
$0.93/lb
Reported premium