Tuesday, February 8, 2011

Everything You Need To Know About Cotton In Two Simple Pie Charts

Joe Weisenthal

Cotton, like several other commodities, has been on a tear.
Here are the two key charts showing where the cotton comes from, and who uses it, courtesy of Jefferies:
cotton
Image: Jefferies
cotton
Image: Jefferies
Meanwhile, the good news is that because we use so little of it domestically -- thanks to the end of US textile manufacturing -- we're a HUGE cotton exporter.
cotton
Image: Jefferies

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