Signal Detail

Cotton

AI Quick Answer

Cotton (CT) 30-day outlook: Bearish. 6/6 of 4 Crews agree. Key evidence: 물류 관점에서 CT(면화)에 특기할 만한 항로 차질, 항만 정체, 수출 판매 이상은 관측되지 않는다. 다만 8~9월은 미국 남부 면화 수확·선적. Confidence 67%. (As of 2026-08-14)

CT
BearishADJUST
Current Price
$84.71
+2.85%
Consensus
76%
Confidence
67%
decision confidence67%
Main report time
-
Market snapshot time
08/15/2026, 07:06 AM (UTC)
Quant basis
7D bearish · -3.35%

Cotton currently leans bearish.

A defensive stance or patience for better pricing is cleaner than chasing.

Summary

Plain-Language Call

Read direction, evidence, and risk before deciding how to execute.

Quick read

Cotton currently leans bearish. A defensive stance or patience for better pricing is cleaner than chasing.

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
08/15/2026, 07:06 AM (UTC)
Quant basis
7D bearish · -3.35%
Evidence basis
Logistics (sonnet-4.6)
물류 관점에서 CT(면화)에 특기할 만한 항로 차질, 항만 정체, 수출 판매 이상은 관측되지 않는다. 다만 8~9월은 미국 남부 면화 수확·선적 시즌 진입기로 걸프만 항만 처리량과 트럭/철도 캐파가 완만히 타이트해질 수 있어 순수 중립보다는 약한 변동성 리스크를 반영한다.
Logistics (gpt-5.4)
The logistics dataset contains no active route disruptions, port congestion, basis, export-sales, or seasonal trade signals that would establish a directional delivery-risk premium for cotton. The Quant Engine is bearish, but its price forecast alone does not provide logistics evidence, so the supply-chain view remains neutral with low confidence.
Sentiment (sonnet-4.6)
RSI at 74.1 sits deep in overbought territory, a classic setup for speculative long unwinding and mean reversion, and this aligns with the quant engine's consistent -3.2% to -3.4% bearish drift across 7/14/30-day windows. The news sentiment signal is too thin to be meaningful (only 1 insight, 0.0 weighted bullish vs bearish) so it shouldn't be read as genuine neutral confirmation — it's closer to a data gap than a real crowd-sentiment reading.
Why this call
i

뚜렷한 항로/항만 차질 신호 부재

Why waiting may be better
i

데이터 커버리지 부족으로 실제 물류 병목을 놓칠 위험

What to watch next
i

허리케인 시즌(8-10월) 걸프만 항만/선적 중단 리스크

Need more context?
i

When evidence is thin or event uncertainty is high, the next intelligence refresh and swarm scenario become the extra validation layer.

Agent views
logistics
Neutral
details
logistics
Bearish
details
sentiment
Bullish
details
sentiment
Neutral
details
Market regime

Directional regime

Event context
Missing logistics data could conceal emerging disruptions
Unexpected port or inland transport constraints could create a bullish delivery premium
Disagreement diagnosis
Crews were mostly aligned without major conflict.
Moderator log

Crews were mostly aligned without major conflict.

Adopted evidence
Deferred evidence
Crews were mostly aligned without major conflict.
Base scenario

Cotton currently leans bearish.

Risk watch
Missing logistics data could conceal emerging disruptions
Unexpected port or inland transport constraints could create a bullish delivery premium

Detailed narrative is currently available in the source-language data only.

CT swarm simulation under high: double_up bias with 9 active signals.
Chart

Market Chart

The chart is visual reference only; the actual call comes from the evidence and debate below.

Delayed data. Combine this chart with evidence and scorecard context.
Quant

Quant Forecast

Compare 7D, 14D, and 30D ranges in the same structure.

7d
$81.87
-3.35%
$79.97 ~ $83.83
14d
$81.82
-3.42%
$79.90 ~ $83.68
30d
$81.95
-3.25%
$80.01 ~ $84.07
TA

Technical Analysis

Debate

4-Crew Debate

This is where the system confirms, adjusts, or overrides the quant base case.

Decision
ADJUST
Direction
Bearish
Consensus
76%
Score
-0.632
Swarm

Recent Swarm Scenario

In crisis conditions, simulation becomes an extra decision layer.

Run
swarm_20260718_214101_ct
Direction
Bullish
Confidence
89.8%

CT swarm simulation under high: double_up bias with 9 active signals.

가뭄 경고 (2개)폭염 경고ENSO EL_NINO
Track Record

Prediction History

Recent prediction track record for CT

CT
CT
CT
CT
3%
Hit rate
AI Debate

AI Multi-Model Consensus

Cross-validated analysis from independent AI agents

AI Verdict

Bearish

Confidence

64%

Agreement

94%

Agents

12/12

Vote Breakdown

Bullish
0%
Neutral
6%
Bearish
94%

Key Drivers

  • 1뚜렷한 항로/항만 차질 신호 부재
  • 2수출 판매 및 basis 데이터 공백으로 확신도 제한
  • 38-9월 미국 면화 수확기 진입에 따른 계절적 물류 타이트닝 가능성
  • 4No detected shipping-route disruptions
  • 5No port-congestion signals

Key Risks

  • !데이터 커버리지 부족으로 실제 물류 병목을 놓칠 위험
  • !허리케인 시즌(8-10월) 걸프만 항만/선적 중단 리스크
  • !Missing logistics data could conceal emerging disruptions
  • !Unexpected port or inland transport constraints could create a bullish delivery premium

Crew Analysis Summary

Logisticssonnet-4.6

물류 관점에서 CT(면화)에 특기할 만한 항로 차질, 항만 정체, 수출 판매 이상은 관측되지 않는다. 다만 8~9월은 미국 남부 면화 수확·선적 시즌 진입기로 걸프만 항만 처리량과 트럭/철도 캐파가 완만히 타이트해질 수 있어 순수 중립보다는 약한 변동성 리스크를 반영한다.

Logisticsgpt-5.4

The logistics dataset contains no active route disruptions, port congestion, basis, export-sales, or seasonal trade signals that would establish a directional delivery-risk premium for cotton.

Sentimentsonnet-4.6

RSI at 74.1 sits deep in overbought territory, a classic setup for speculative long unwinding and mean reversion, and this aligns with the quant engine's consistent -3.2% to -3.4% bearish drift...

Sentimentgpt-5.4

RSI at 74.1 indicates a crowded short-term advance vulnerable to profit-taking, aligning with the Quant Engine's roughly 3.3% downside forecasts across all horizons.

Rule-based vs AI Verdictdisagree
Execution

Evidence → Validation → TradingView

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Path

30-Day Forecast Path

DateForecastLowHigh
2026-08-15$80.90$78.99$82.70
2026-08-16$80.97$79.11$83.00
2026-08-17$81.81$79.94$83.59
2026-08-18$81.94$79.91$83.89
2026-08-19$81.93$80.08$83.76
2026-08-20$81.75$79.87$83.61
2026-08-21$81.87$79.97$83.83
2026-08-22$81.15$79.25$83.00
2026-08-23$81.15$79.25$83.06
2026-08-24$81.93$80.13$83.72
2026-08-25$82.00$80.23$83.79
2026-08-26$81.95$80.13$83.95
2026-08-27$81.72$79.91$83.63
2026-08-28$81.82$79.90$83.68
E-E-A-T

Data Sources

Methodology: Quant Engine (Prophet) + 4 Specialist Crews + Pattern Matcher → Debate Moderator. Learn more

Last updated:

CropCast v2.0 — AI Commodity Price Prediction Engine