Cotton Supply and Demand

70
60
M illio n s U S B ales

50
40
30
20
10
0
Oct- Nov- Dec- Oct- Nov- Dec- Oct- Nov- Dec- Oct- Nov- Dec- Oct- Nov- Dec-
09 09 09 09 09 09 09 09 09 09 09 09 09 09 09

USA China India Pakistan Brazil

Total Supply Total Use

Month Region
Total Supply Total Use
Oct-09 198.25 144.59
Nov-09 197.92 146.67
World Dec-09 197.72 148.39
Oct-09 19.35 13.90
Nov-09 18.85 13.90
USA Dec-09 18.94 14.40
Oct-09 61.37 46.33
Nov-09 60.87 46.33
China Dec-09 61.37 46.83
Oct-09 34.81 24.70
Nov-09 34.81 25.20
India Dec-09 34.17 25.55
Oct-09 16.84 12.40
Nov-09 16.84 12.40
Pakistan Dec-09 17.04 12.50
Oct-09 10.51 6.00
Nov-09 10.51 6.10
Brazil Dec-09 10.49 6.20
* All the values are in Millions US Bales (1 US Bales = 480 Pounds Bales)

November 16 – December 15, 2009

 Difference of Cotton Supply and Demand
16
14.54 14.54
14

12
M illio n s U S B ales

9.61
10 8.62
8

6 4.95 4.54 4.44 4.54 4.41 4.29

4

0
Nov-09 Dec-09 Nov-09 Dec-09 Nov-09 Dec-09 Nov-09 Dec-09 Nov-09 Dec-09

USA China India Pakistan Brazil

Difference of Cotton
Month Region
Supply and Demand
Nov-09 4.95
USA Dec-09 4.54
Nov-09 14.54
China Dec-09 14.54
Nov-09 9.61
India Dec-09 8.62
Nov-09 4.44
Pakistan Dec-09 4.54
Nov-09 4.41
Brazil Dec-09 4.29
* All the values are in Millions US Bales (1 US Bales = 480 Pounds Bales)

November 16 – December 15, 2009

 Cotlook - A Index
79
78
77
U S C en ts/Po u n d

76
75
74
73
72
71
70
9

9
09

09

09

09

9
-0

-0

-0

-0

-0

-0

-0

-0

-0

-0

-0
c-

c-

c-

c-
ov

ov

ov

ov

ov

ov

ov

ov

ec

ec

ec
De

De

De

De
-N

-N

-N

-N

-N

-N

-N

-N

-D

-D

-D
2-

4-

6-

8-
16

18

20

22

24

26

28

30

10

12

14
Cotlook A - Index
16-Nov-09 71.25
17-Nov-09 72.05
18-Nov-09 71.65
19-Nov-09 72.30
20-Nov-09 72.45
23-Nov-09 73.45
24-Nov-09 73.95
25-Nov-09 74.95
26-Nov-09 74.95
27-Nov-09 74.95
30-Nov-09 74.05
1-Dec-09 74.85
2-Dec-09 74.55
3-Dec-09 74.60
4-Dec-09 75.10
7-Dec-09 74.90
8-Dec-09 75.75
9-Dec-09 75.50
10-Dec-09 76.00
11-Dec-09 75.80
14-Dec-09 76.55
15-Dec-09 78.05
* All the values are in US Cents/Pound

November 16 – December 15, 2009

 USDA
74
73
72
71
US Cents/Pound

70
69
68
67
66
65
64
9

9
9

9
-0

-0

-0

-0

-0

-0

-0

-0

-0

-0

-0
-0

-0

-0

-0
ov

ov

ov

ov

ov

ov

ov

ov

ec

ec

ec
ec

ec

ec

ec
-N

-N

-N

-N

-N

-N

-N

-N

-D

-D

-D
D

D
2-

4-

6-

8-
16

18

20

22

24

26

28

30

10

12

14
DESERT SW EAST TX-OK NORTH DELTA S J VALLEY
SOUTH DELTA SOUTHEAST WEST TEXAS

DESERT EAST NORTH SJ SOUTH SOUTH WEST

SW TX-OK DELTA VALLEY DELTA EAST TEXAS
16-Nov-09 66.92 64.63 68.30 70.30 68.30 69.67 65.00
17-Nov-09 66.22 64.88 67.60 69.60 67.60 68.72 65.25
18-Nov-09 66.80 65.38 68.18 70.18 68.18 69.43 65.75
19-Nov-09 67.22 65.63 68.35 70.60 68.35 69.85 66.00
20-Nov-09 68.29 66.13 69.42 71.68 69.42 70.92 66.50
23-Nov-09 68.73 66.88 69.86 72.11 69.86 71.36 66.88
24-Nov-09 69.40 67.88 70.90 73.15 70.90 72.90 67.38
25-Nov-09 69.10 67.88 70.72 72.85 70.37 72.60 67.88
27-Nov-09 67.72 67.88 69.34 71.47 69.34 71.22 67.63
30-Nov-09 68.56 68.13 70.43 72.31 70.43 72.06 67.88
1-Dec-09 67.36 68.13 69.23 71.11 69.23 70.86 67.88
2-Dec-09 67.45 68.13 69.70 71.20 69.70 70.95 67.88
3-Dec-09 69.12 68.63 70.37 71.87 70.37 71.62 68.13
4-Dec-09 67.70 68.63 69.95 71.45 69.95 71.20 68.13
7-Dec-09 68.57 68.63 70.82 72.32 70.82 72.07 68.13
8-Dec-09 68.09 68.63 70.34 71.84 70.34 71.59 68.43
9-Dec-09 68.30 68.63 70.55 72.05 70.55 71.80 68.43
10-Dec-09 67.60 68.63 69.85 71.35 69.85 71.10 68.43
11-Dec-09 68.19 68.63 70.44 71.94 70.44 71.69 68.43
14-Dec-09 69.65 69.18 71.90 73.40 71.90 73.15 68.93
15-Dec-09 68.76 69.13 71.01 72.51 71.01 72.26 69.25
* All the values are in US Cents/Pound

November 16 – December 15, 2009

 USDA Future Prices (Dec, 2009)
76.00
75.50
75.00
U S C en ts/Po u n d

74.50
74.00
73.50
73.00
72.50
72.00
71.50
9

09

09

09

09

9
-0

-0

-0

-0

-0

-0

-0

-0

-0

-0

-0
c-

c-

c-

c-
ov

ov

ov

ov

ov

ov

ov

ov

ec

ec

ec
De

De

De

De
-N

-N

-N

-N

-N

-N

-N

-N

-D

-D

-D
2-

4-

6-

8-
16

18

20

22

24

26

28

30

10

12

14
USDA Future Prices
(Dec, 2009)
16-Nov-09 72.67
17-Nov-09 71.97
18-Nov-09 72.55
19-Nov-09 72.97
20-Nov-09 74.04
23-Nov-09 74.48
24-Nov-09 75.52
25-Nov-09 75.22
27-Nov-09 73.84
30-Nov-09 74.68
1-Dec-09 73.48
2-Dec-09 73.57
3-Dec-09 74.24
4-Dec-09 73.82
7-Dec-09 74.69
8-Dec-09 74.21
9-Dec-09 74.42
10-Dec-09 73.72
11-Dec-09 74.31
14-Dec-09 75.77
15-Dec-09 74.88
* All the values are in US Cents/Pound

November 16 – December 15, 2009

 Prices for CNF China
84

82
US Cents/Pound

80

78

76

74

72
9

9
09

09

09

09
-0

-0

-0

-0

-0

-0

-0

-0

-0

-0

-0
-

-
ov

ov

ov

ov

ov

ov

ov

ov

ec

ec

ec
ec

ec

ec

ec
-N

-N

-N

-N

-N

-N

-N

-N

-D

-D

-D
D

D
2-

4-

6-

8-
16

18

20

22

24

26

28

30

10

12

14
India - M - 12/2009 India - S 6 Kirex - 1-3/2010
Australia - M - 12/2009 Uzbekistan - SM - 12/2009

Origin India India Australia Uzbekistan Sudan

Grade M S 6 Kirex M SM G3B
Shipment 12/2009 1-3/2010 12/2009 12/2009 12/2009-01/2010
16-Nov-09 72.50 74.30 77.10 76.80 93.00
17-Nov-09 72.50 74.30 77.10 76.80 93.00
18-Nov-09 73.50 75.30 79.50 77.50 93.00
19-Nov-09 73.50 75.30 79.50 77.50 93.00
20-Nov-09 74.50 76.30 80.50 78.50 93.00
23-Nov-09 75.50 77.35 81.50 79.50 93.00
24-Nov-09 75.90 77.80 82.00 80.50 93.00
25-Nov-09 77.75 78.85 83.00 81.00 97.00
26-Nov-09 80.00 80.05 82.70 80.50 97.00
27-Nov-09 80.00 80.05 82.70 80.50 97.00
30-Nov-09 80.00 78.65 81.30 79.50 97.00
1-Dec-09 80.30 80.00 82.20 80.50 97.00
2-Dec-09 79.10 78.50 81.00 79.50 97.00
3-Dec-09 78.75 78.60 81.00 79.50 99.00
4-Dec-09 78.75 79.25 80.00 99.00
7-Dec-09 78.00 78.80 80.40 98.00
8-Dec-09 79.50 79.60 81.50 98.00
9-Dec-09 79.00 80.00 82.00 100.00
10-Dec-09 79.20 80.20 82.00 100.00
11-Dec-09 78.75 79.50 81.50 100.00
14-Dec-09 78.50 80.10 81.50 99.00
15-Dec-09 78.75 81.55 82.50 99.00
* All the values are in US Cents/Pound

November 16 – December 15, 2009

 Prices for CNF China

84

82
US Cents/Pound

80

78

76

74
9

9
09

09

09

9
-0

-0

-0

-0

-0

-0

-0

-0

-0

-0

-0
-0
-

-
ov

ov

ov

ov

ov

ov

ov

ov

ec

ec

ec
ec

ec

ec

ec
-N

-N

-N

-N

-N

-N

-N

-N

-D

-D

-D
D

D
2-

4-

6-

8-
16

18

20

22

24

26

28

30

10

12

14
India - Sandy - 12/2009 Brazil - SLM - 12/2009
Texas - SM - 1-2/2010 US MOT - GC31-3-34 - 1-3/2010

Origin India Brazil Texas US MOT

Grade Sandy SLM SM GC31-3-34
Shipment 12/2009 12/2009 1-2/2010 1-3/2010
16-Nov-09 74.75 75.85 76.50 78.15
17-Nov-09 74.75 75.85 76.50 78.15
18-Nov-09 75.50 76.80 76.50 78.80
19-Nov-09 75.50 76.80 76.50 78.80
20-Nov-09 76.50 77.45 78.25 79.90
23-Nov-09 77.05 78.55 79.25 80.85
24-Nov-09 77.50 79.75 80.35 82.55
25-Nov-09 79.00 80.75 80.75 83.60
26-Nov-09 78.70 78.25 81.00 83.45
27-Nov-09 78.70 78.25 81.00 83.45
30-Nov-09 77.30 78.25 81.00 82.05
1-Dec-09 78.20 79.00 80.75 82.90
2-Dec-09 77.00 79.00 82.00 81.70
3-Dec-09 77.10 78.60 74.50 81.70
4-Dec-09 78.20 79.50 75.25 82.45
7-Dec-09 78.30 78.85 77.75 82.00
8-Dec-09 79.20 78.85 78.50 82.00
9-Dec-09 78.70 78.95 78.25 82.90
10-Dec-09 78.90 79.15 78.50 82.90
11-Dec-09 78.70 78.50 77.75 81.45
14-Dec-09 78.80 78.05 78.25 82.05
15-Dec-09 79.80 80.55 79.25 83.50
* All the values are in US Cents/Pound

November 16 – December 15, 2009

 Pakistan Spot Rates
4800

4700

4600

4500

4400
PKR

4300

4200

4100

4000

3900
9

9
9

9
-0

-0

-0

-0

-0

-0

-0

-0

-0

-0
-0

-0

-0

-0

-0
ov

ov

ov

ov

ov

ov

ov

ec

ec

ec
ec

ec

ec

ec

ec
N

D
D

D
-

-
1-

3-

5-

7-

9-
17

19

21

23

25

27

29

11

13

15
Cotton - 37.324 Kgs Equivalent - 40 Kgs

Cotton Equivalent
37.324 Kgs 40 Kgs
17-Nov-09 4000 4287
18-Nov-09 4100 4394
19-Nov-09 4100 4394
20-Nov-09 4100 4394
21-Nov-09 4100 4394
22-Nov-09 4100 4394
24-Nov-09 4100 4394
25-Nov-09 4100 4394
26-Nov-09 4125 4421
27-Nov-09 4125 4421
2-Dec-09 4175 4474
3-Dec-09 4250 4555
4-Dec-09 4300 4608
5-Dec-09 4400 4715
6-Dec-09 4400 4715
8-Dec-09 4400 4715
9-Dec-09 4400 4715
10-Dec-09 4400 4715
11-Dec-09 4400 4715
12-Dec-09 4400 4715
13-Dec-09 4400 4715
15-Dec-09 4350 4662
* All the values are in PKR

November 16 – December 15, 2009

 AF
R
Fr
AF a nc US Cents/Pound
R -Z
Fr
a o ne
nc
-Z -M
o

0
20
40
60
80
100
120
140
160
ne 1.
BR - S 3 /32
AZ M 1
IL .3
CA C. - M / 32
LI I. 1.
FO S. 3
RN C .I - M /3 2
IA .S 1.
Ac .- 3

18-Nov-09
al S M /3 2
EG a S 1.
YP JV 3/
32
T -S
G M
EG I 1.
YP Z A
T 8 6 1 /8
G -G
IZ
G A 3/
R E 88 8
EC -G
E
IS IN - M 3 /8
RA DI
A 1

26-Nov-09
EL - S . 3 /3
Pi -6 2
m
a 1.
3
- /3
SP H-1 2
AI , 1
N .7
Bremer Market Prices

SP - M /1 6
SU AI 1.
DA N - 3/
N S M
32

November 16 – December 15, 2009

Ba 1.
r 3
U. SY a ka /32
t

3-Dec-09
S. RI
A A -G
U. EA -S 3
S. ST SY M B
A E R 1
EA R IA . 3
ST N /M - M /3 2
ER ./ O 1.
N ./T 3/
32
U . /M.
S. /O - M
A . 1.
P i /T - 3/
m SM 32
a
-G 1.
r. 3

10-Dec-09
2 , / 32
1.
7/
16
 Global Regions Grades 18-Nov-09 25-Nov-09 2-Dec-09 9-Dec-09
AFR Franc-Zone M 1.3/32 76.75 79.75 79.75 80.25
AFR Franc-Zone SM 1.3/32 77.75 78.75 78.75 79.25
BRAZIL M 1.3/32 79.00 81.00 81.25 81.50
C. I. S. M 1.3/32 79.00 80.50 80.50 80.50
C. I. S. SM 1.3/32 78.00 79.50 79.50 79.50
CALIFORNIA Acala SJV SM 1.1/8 93.00 95.00 96.75 97.00
EGYPT GIZA 86 G 3/8 107.00 108.00 108.00 109.00
EGYPT GIZA 88 G 3/8 128.00 129.50 131.75 134.00
GREECE M 1.3/32 78.00 79.50 79.75 80.00
INDIA S-6 1.3/32 78.25 80.00 80.75 81.00
ISRAEL Pima H-1, 1.7/16 122.00 123.00 125.00 126.00
SPAIN M 1.3/32 78.50 81.00 81.75 80.75
SPAIN SM 1.3/32 77.50 80.00 80.75 81.75
SUDAN Barakat G3B 97.75 98.00 99.75 99.75
SYRIA SM 1.3/32 77.50 77.50 79.50 80.00
SYRIA M 1.3/32 76.50 76.50 78.50 79.00
U.S.A EASTERN /M./O./T M 1.3/32 81.00 83.00 82.50 84.00
U.S.A EASTERN /M./O./T SM 1.3/32 80.00 82.00 83.50 83.00
U.S.A Pima Gr. 2, 1.7/16 132.00 133.00 135.00 136.00
* All the values are in US Cents/Pound

November 16 – December 15, 2009

 NCDEX Prices
28000 2750

27500 2700

27000 2650
INR/Candy

INR/Maund
26500 2600

26000 2550

25500 2500

25000 2450

24500 2400
9

9
9

09

09

09
-0

-0

-0

-0

-0

-0

-0

-0

-0

-0

-0
-0

-
ov

ov

ov

ov

ov

ov

ov

ov

ec

ec

ec
ec

ec
ec

ec
-N

-N

-N

-N

-N

-N

-N

-N

-D

-D

-D
D

D
2-

4-

6-

8-
16

18

20

22

24

26

28

30

10

12

14
COTI31GTR - 12/18/2009 - Cotton Very Long Staple - Guntur - INR/Candy
COTTONGUJ - 12/18/2009 - Indian Cotton 28.5m m - Kadi - INR/Candy
COTMSCABHR - 12/18/2009 - Cotton_Med_Staple - Abohar - INR/Maund

November 16 – December 15, 2009

 Symbol COTI31GTR COTMSCABHR COTTONGUJ KAPASSRNR
Expiry Date 12/18/2009 12/18/2009 12/18/2009 2/26/2010
Commodity Cotton Very Long Staple Cotton_Med_Staple Indian Cotton 28.5MM Kapas
Ex Basis Delivery Center Guntur Abohar Kadi Surendranagar
Price Unit INR/Candy INR/Maund INR/Candy INR/20Kg
16-Nov-09 24696.00 2474.00 24780.00 624.40
17-Nov-09 24689.00 2488.00 24920.00 627.70
18-Nov-09 24783.00 2486.00 25000.00 630.50
19-Nov-09 24962.00 2505.00 24790.00 642.10
20-Nov-09 25202.00 2551.00 25390.00 651.70
21-Nov-09 25237.00 2577.50 25870.00 657.80
23-Nov-09 25424.00 2627.50 26200.00 673.20
24-Nov-09 25913.00 2636.50 25800.00 680.60
25-Nov-09 26130.00 2666.50 25800.00 688.20
26-Nov-09 26291.00 2661.50 26840.00 673.50
27-Nov-09 26269.00 2606.00 26350.00 656.80
30-Nov-09 25973.00 2587.00 26200.00 670.90
1-Dec-09 26101.00 2655.00 26570.00 674.10
2-Dec-09 26332.00 2682.00 26570.00 673.20
3-Dec-09 26414.00 2691.00 26700.00 670.00
4-Dec-09 26682.00 2714.50 27040.00 684.90
5-Dec-09 26935.00 2719.50 27180.00 683.90
7-Dec-09 27440.00 2700.50 27400.00 677.10
8-Dec-09 27455.00 2698.00 27240.00 670.40
9-Dec-09 27330.00 2652.50 26800.00 664.10
10-Dec-09 27325.00 2671.50 26770.00 661.00
11-Dec-09 27321.00 2708.50 26930.00 674.30
12-Dec-09 27318.00 2699.50 26990.00 674.00
14-Dec-09 27477.00 2681.50 26920.00 663.90
15-Dec-09 27336.00 2701.50 26960.00 665.90

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November 16 – December 15, 2009