The State of American Pima
The State of American Pima · October 30, 2026
Fiber value, supply
& export demand.
American Pima spot is $1.5275/lb (USDA 2-2-48); Southeast Asia landed is $1.88/lb. At $0.75/lb, the indicative spread to December Upland futures is 7¢ below its five-year average. PSF is $0.58/lb; WTI is $104.12/bbl. Week 12 USDA sales (ending Oct. 22): 0.1K RB net sales and 3.3K RB exports. Commitments reached 206.4K RB (+49.0% YoY). Over 12 weeks, net new sales totaled 96.7K RB. Shipments were 39.0% versus 60.4% last year, with 125.8K RB outstanding.
Read the source Journal (PDF)American Pima value position
+$0.75/lb
Premium over Upland
Long-staple price ratio: 196%
Five-year average spread: $0.82/lb
Mixed · Commitments +49.0% YoY
Primary risks: Quiet new sales; shipment pace trails last year
Total commitments
206.4K RB
+49.0% year over year
Weekly exports
3.3K RB
Running bales
Pima / Upland spread
$0.75/lb
Reported premium