WELCOME
Welcome to our February newsletter. We hope everyone is looking forward to another exciting season –
perhaps an understatement given the volatility we’ve already seen in early 2025. With President Trump firmly
in place, it isn’t difficult to imagine there will be plenty of ups and downs. Buckle up!
Macro influences will likely remain the dominant force driving prices, with sentiment shifting on what feels like a daily basis. The spectre of trade tensions continues to loom, fuelling concerns over inflation, interest rates and consumer demand – issues that have shaped market discussions in recent years and will undoubtedly do so again in 2025.
On the production front, current crop prospects suggest a yield exceeding 5 million bales, marking another
strong season. This reinforces Australia’s standing as a key exporter of high-quality cotton, supported by an
efficient and reliable supply chain that remains the envy of our competitors.
This year is an exciting one for ACSA as the changes we made in 2024 are now coming to fruition and the
introduction of our Associate Member program, a significant step in expanding our reach. Looking ahead, our
Post Farm-Gate Forum will be held in Toowoomba on March 19, followed by our end-season Summit in
November, strengthening our engagement with the broader industry.
Before we know it, the 2025 harvest and ginning season will be underway, keeping us all busy. Best wishes to
all involved in our wonderful industry.