US Cotton Output Cut to 119.4 Million Bales

The United States Department of Agriculture January 2026 report revised global cotton output for 2025–26 down to 119.4 million bales, citing yield declines in India and the United States.

Supply pressure is accelerating the shift from cotton to polyester and nylon, projected to grow at a 4.9% CAGR through 2030.

Xinjiang reduced cotton planting area by 10% last year, tightening global stocks.

Brazil is emerging as a stronger exporter, while technical textiles expand in automotive and medical sectors.

The industry is targeting 100% preferred fiber usage by 2030, focusing on circularity, traceability and sustainable innovation.