The State of American Pima
The State of American Pima · November 6, 2026
Fiber value, supply
& export demand.
American Pima spot is $1.5275/lb (USDA 2-2-48); Southeast Asia landed is $1.90/lb. At $0.8099/lb, the Upland spot quotation puts the indicative spread at $0.72/lb, 10¢ below the five-year average. PSF is $0.527/lb; WTI is $90.83/bbl. Week 13 USDA sales (ending Oct. 29): 6.4K RB net sales, up 6.3K with no cancellations; weekly exports were 7.1K RB, up 3.8K from 3.3K. Commitments reached 212.7K RB (+45.1% YoY). Shipments were 87.7K or 41.2% of commitments versus 58.9% at this point last year; 125.1K RB remain outstanding, down 0.7K, fifth drawdown in six weeks.
Read the source Journal (PDF)American Pima value position
+$0.72/lb
Premium over Upland
Long-staple price ratio: 189%
Five-year average spread: $0.82/lb
Mixed · Commitments +45.1% YoY
Primary risks: Shipment pace remains behind last year
Total commitments
212.7K RB
+45.1% year over year
Weekly exports
7.1K RB
Running bales
Pima / Upland spread
$0.72/lb
Reported premium