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NASS: cotton planted area falls, citrus forecast mixed and several commodities show notable stock shifts
Summary
NASS reported a decline in cotton planted area (9.28 million acres, lowest since 2015), mixed citrus forecasts with lower Florida outputs for some fruit, and a range of commodity stock changes including higher hay and lentil December 1 stocks.
NASS released a set of mixed results across fiber, specialty crops and commodity stocks. Anthony Pryin presented cotton, citrus and other highlights at the briefing.
On cotton, Pryin said "planted acreage at 9.28 million acres is down just onetenth of a percent compared to the previous estimate and down 17% compared to what was planted in 2024," and that harvested area is estimated at nearly 7.81 million acres with production down to about 13.9 million bales.
The agency also released its first citrus forecast for the 2025‑26 season after a funding delay. Pryin reported all‑orange production near 2.4 million tons (up about 2%), with state‑level shifts: California and Texas production expected to rise while Florida is forecast to be down. He said Florida grapefruit and tangerine production face declines and that some Florida categories would be at historically low levels if realized.
On stocks and other crops, NASS reported December 1 hay stocks at about 81.7 million tons (up ~10% y/y), record‑high lentil December 1 stocks, lower rough rice stocks, and commodity changes across canola, chickpeas, peanuts and potatoes. Officials emphasized the data sources and advised readers to consult the official published estimates on the NASS website.
NASS scheduled follow‑up outreach including a social‑media Q&A later in the day and listed upcoming report release dates and the USDA Agricultural Outlook Forum.
