Cotton Falling, Despite USDA Production Cut
Published . Updated .
Cotton futures are posting Friday losses at midday, despite a USDA reduction to the US output expectation as export business continues to disappoint. Contracts are down 140 to 147 points on the session. Crude oil is back down $2.64 per barrel on the session, with the US dollar index up...
Directly affected
- No company is named in this report.
Indirectly affected
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- OXY Occidental Petroleum
Oil producers earn more when crude prices rise
- COP ConocoPhillips
Oil producers earn more when crude prices rise
- VLO Valero
Refiners' profits move with crude and fuel prices
- MPC Marathon Petroleum
Refiners' profits move with crude and fuel prices
- XOP SPDR S&P Oil & Gas Exploration
A fund of oil and gas producers
- XLE Energy Select Sector SPDR
A fund of energy companies
- USO United States Oil Fund
This fund moves with oil prices
- OIH VanEck Oil Services
Oilfield services rise when drilling follows oil prices
Price reaction, T-5 to T+3
Cotton futures are posting Friday losses at midday, despite a USDA reduction to the US output expectation as export business continues to disappoint. Contracts are down 140 to 147 points on the session. Crude oil is back down $2.64 per bar…
Source: Nasdaq Markets
How far Select Sector Spdr Tr (XLE) has moved since 12 Sep 2026
Since the first closing price after “Cotton Falling, Despite USDA Production Cut,” Select Sector Spdr Tr (XLE) is +5.05%. The S&P 500 fund (SPY) is +0.77% over the same days, a +4.28% difference versus the market.
Disclosure records for Select Sector Spdr Tr (XLE) within two months of 12 Sep 2026
- Gilbert Cisneros buy Advanced Energy Industries (AEIS) ($1,001 - $15,000). That is 17 days after publication, inside 30 days. The filing is listed beside the story “Cotton Falling, Despite USDA Production Cut.”
- Nancy Pelosi buy Bloom Energy (BE) ($500,001 - $1,000,000). That is 46 days before publication, inside 60 days. The filing is listed beside the story “Cotton Falling, Despite USDA Production Cut.”
- Nancy Pelosi buy Bloom Energy (BE) ($1,000,001 - $5,000,000). That is 50 days before publication, inside 60 days. The filing is listed beside the story “Cotton Falling, Despite USDA Production Cut.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLE)
Companies carried with this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 12 Sep 2026 story “Cotton Falling, Despite USDA Production Cut.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 12 Sep 2026 story “Cotton Falling, Despite USDA Production Cut.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- USO United States Oil Fund
For “Cotton Falling, Despite USDA Production Cut,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- BNO United States Brent Oil Fund
For “Cotton Falling, Despite USDA Production Cut,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- AEIS Advanced Energy Industries
For “Cotton Falling, Despite USDA Production Cut,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AMPY Amplify Energy
For “Cotton Falling, Despite USDA Production Cut,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ATO Atmos Energy
Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Cotton Falling, Despite USDA Production Cut.” Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BE Bloom Energy
Bloom Energy (BE) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Cotton Falling, Despite USDA Production Cut.” Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Cotton Falling, Despite USDA Production Cut” reaches Select Sector Spdr Tr (XLE)
On 12 Sep 2026, “Cotton Falling, Despite USDA Production Cut” is the story that connects Select Sector Spdr Tr (XLE) to Energy.
Select Sector Spdr Tr (XLE) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
A second company, State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Dates and price levels for Select Sector Spdr Tr (XLE)
USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.
How solid the energy case looks
46 out of 100
“Cotton Falling, Despite USDA Production Cut” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.