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Cotton futures settled lower on Wednesday on investor liquidation after the market stalled in its advance while the firm dollar and weak outside markets undermined fibre contracts, analysts said. Benchmark May cotton on ICE Futures US dropped 1.80 cents or nearly 2 percent to finish at 90.44 cents per lb, trading from 89.88 to 92.30 cents. The market was well supported above last week's low near 89 cents.
Volume traded Tuesday was around 16,300 lots, preliminary Thomson Reuters data showed. Mike Stevens, an independent analyst in Louisiana, said once May failed to race past the topside targets of 93-94 cents, "cotton turned around and went the other way." "We reached the upside technical points and did not go anywhere," he said, adding this prompted speculators to bail just as fast as they bought up the market. US stocks reversed early gains after bearish remarks on the US economy, in particular the job market, by Federal Reserve Chairman Ben Bernanke.
Analysts said cotton participants will be looking closely at the US Agriculture Department's weekly export sales report on Thursday to gauge if the demand which has supported the market near 90 cents, basis May, will be sustained going forward. Last week, the US Agriculture Department showed weekly cotton export sales of 185,200 running bales (RBs, 500-lbs each).
Cotton export shipments were robust at 326,200 RBs, which exceeds the average amount needed to meet USDA's current projections for the 2011/12 crop year. After that report, the market will turn its focus to the next USDA monthly supply/demand report in March. The end of that month will also see the release of the annual potential plantings report. Open interest in cotton, an indicator of investor exposure, rose slightly to 171,632 lots as of February 28 from the previous session's 171,132 lots, ICE Futures US data showed.

Copyright Reuters, 2012

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