Well, they have a lot more gins , a faster processing time and a 30-50% increased demand over last year.
We also know there is a bumper crop in Pima and homegrown. Plus this year is Upland and organic additions.
Given all those knowns, plus the expanded contract with Himatsingka, there really is no correlation between last year and this year.
I sent an email requesting PRs on cotton. I’m pretty sure they are past due at this point.