#Natural Fibers

2025-09-04

Decreasing production and the critical role of traceability

Cotton production estimates have decreased significantly since last month, dropping from 25.9 million tonnes to 25.5 million tonnes, while shifts in trade patterns and demands from retailers and brands are making cotton's origin increasingly important.

The decrease in production is largely coming from three countries: the United States (-400,000 tonnes), Pakistan (-100,000 tonnes), and Sudan (-50,000 tonnes). Water shortages and unusually dry weather are the issues for the US and Pakistan, while Sudan's crop damage is the result of pest infestations.

Although consumption and trade numbers are largely unchanged from last month, import and export partners are shifting. China accounted for 40% of US cotton exports in 2023/24, but that number has dropped to 8% as the US has increased its trade with Vietnam, Pakistan, Turkey, and India. Those changes — combined with a US executive order that allows products made from US raw materials to be exempted from import tariffs — mean textile manufacturers must provide traceability. Retailers and brands are increasingly demanding traceability as well.

There are two other notable developments since last month:

+ India’s levels of cotton lint imports increased by nearly 3.3 times in 2024/25 compared to the prior season.

+ Bangladesh and India are expected to increase their US imports.

ICAC data rectification process

The ICAC Secretariat is undertaking data rectification work, during which we will perform data adjustments for all our reported regions and countries. ICAC is the primary source for all of our statistical data. For this month, changes to cotton market variables have been made for Ethiopia from 2014/15 to the present, and the projected season. The data has been updated using information from the Ethiopian Cotton Organization, Ethiopia Revenue and Customs Service, and the Trade Data Monitor.

ICAC’s Statistical Data Portal

For the most current statistics, please refer to the ICAC’s Statistics Portal. It is updated with new data constantly, and that new information is immediately reflected in the Portal, making it a valuable resource all month long.

ICAC’s Price Projections

The Secretariat’s current price forecast for the 2025/26 season, based on current supply and demand estimates, ranges from 60 to 96 cents per pound, with a midpoint of 76 cents per pound. ICAC’s price projections are made by Ms Lorena Ruiz, ICAC Economist.

Yarn Expo Spring 2026 spotlights industry transformation

Taking place 11 – 13 March 2026 at the National Exhibition and Convention Center in Shanghai, Yarn Expo Spring 2026 is set to build on the exceptional success of the 2025 edition, which attracted nearly 24,000 visitors from 123 countries and regions. The show set a record with over 560 exhibitors showcasing their latest innovations. Notably, regenerated fibres and yarns drew the highest interest among visitors, with 57% sourcing in that category. Reflecting growing industry momentum, Yarn Expo Spring 2026 will continue to serve as a key global platform for driving sustainable development within the yarn and fibre sectors.

Heimtextil 2026 strengthens the global home textile industry with trends, designs and AI technologies

With an optimised hall layout, progressive design collaborations, inspiring trends and AI-driven innovations, Heimtextil 2026 reacts to the current market situation – and offers the industry a reliable constant in challenging times. Under the motto ‘Lead the Change’, the leading trade fair for home and contract textiles and textile design shows how challenges can be turned into opportunities. From 13 to 16 January, more than 3,100 exhibitors from 65 countries will provide a comprehensive market overview with new collections and textile solutions. As a knowledge hub, Heimtextil delivers new strategies and concrete solutions for future business success.

Freudenberg accelerates local production for apparel market by expanding its site in India

Freudenberg Performance Materials Apparel (Freudenberg Apparel) celebrates the grand opening of a major expansion at its manufacturing facility in Chennai, India, on October 14, adding 20,000 square feet of production space and introducing new production lines tailored to the Indian apparel market. This strategic investment is aimed at significantly reducing lead times and enhancing the availability of high-quality, locally produced interlinings for the fast-evolving apparel sector in India and South Asia.

Eastman Naia™ launches Sustainability Progress Report and 2025-2030 Sustainability Goals at Textile Exchange Conference, reaffirming commitment to circular innovation

At the Textile Exchange Conference 2025, Eastman Naia™ released its 2025 Sustainability Progress Report and announced its 2025–2030 Sustainability Goals, presenting a record of genuine progress and outlining a renewed roadmap for the years ahead. This announcement demonstrates Naia™’s long-standing commitment to driving an industry-wide shift toward sustainability through scalable, commercially viable material solutions.