Algodão recua com baixa liquidez na semana de 21 a 25 de setembro de 2026 - News and Statistics

Oct 5, 2026

Durante a semana de 21 a 25 de setembro de 2026, o mercado interno de algodão apresentou baixa liquidez, com negócios esporádicos e queda das cotações nas principais praças monitoradas pela Conab, conforme a análise semanal do órgão. Segundo a Conab, a diminuição das bases de compra encontrou resistência por parte dos vendedores, que se mantiveram mais retraídos na oferta, ampliando a diferença entre as pontas e restringindo a concretização de negócios.

Preços no mercado interno

Na média da semana, o valor recebido pelo produtor no Mato Grosso foi de R$ 132,12 por arroba, com recuo de 1,29% ante a semana anterior. Na Bahia, a média alcançou R$ 142,67 por arroba, queda de 0,70%. Em São Paulo, o preço no atacado ficou em R$ 142,89 por arroba, com redução de 2,54%.

O preço mínimo da pluma foi apontado em R$ 114,58 por arroba. Para Rondonópolis, no Mato Grosso, a referência foi apresentada sem restituição de ICMS.

Mercado externo

No cenário internacional, as cotações variaram ao longo da semana, influenciadas sobretudo pelo comportamento do dólar e do petróleo. A alta do petróleo deu suporte às cotações em parte do período, enquanto o fortalecimento da moeda norte-americana pressionou os preços. As condições das lavouras e o avanço da colheita nos Estados Unidos também seguiram no radar dos agentes.

Na média semanal, a cotação de primeira entrega em Nova Iorque ficou em 79,37 cents por libra-peso, recuo de 0,28% em relação à semana anterior. O Índice A de Liverpool apresentou queda mais acentuada, com média de 92,76 cents por libra-peso, redução de 2,96% na mesma comparação.

Indicadores e paridades

Os dados divulgados pela Conab incluem paridades de importação e exportação, preços ao produtor, preço efetivo e preço no atacado em São Paulo sem ICMS, além de cotações internacionais. A operação com drawback foi associada a imposto de importação de 0%.

O mercado doméstico encerrou a semana com baixa liquidez, negociações pontuais e recuo dos preços nas principais praças acompanhadas, enquanto o mercado externo registrou redução das médias em Nova Iorque e Liverpool.

Interactive table based on the Store Companies dataset for this report.

#	Company	Headquarters	Focus	Scale	Note
1	SLC Agrícola	Porto Alegre, RS	Cotton, soy, corn	Large-scale grower & processor	Major Brazilian agribusiness group
2	Grupo Scheffer	Rondonópolis, MT	Cotton farming & ginning	Large-scale integrated producer	Key player in Mato Grosso
3	Grupo Bom Futuro	Campo Verde, MT	Cotton, soy, corn	Large-scale farming group	One of Brazil’s largest farm operators
4	Amaggi	Cuiabá, MT	Cotton, soy, grains	Major global agribusiness	Integrated production & trading
5	Grupo Ikeda	Primavera do Leste, MT	Cotton farming & processing	Large-scale producer	Significant ginning capacity
6	Grupo Horita	Rondonópolis, MT	Cotton, soy, cattle	Large-scale agricultural group	Integrated operations
7	Grupo Itamarati	Sapezal, MT	Cotton, soy, corn	Large-scale farming	Major producer in western Brazil
8	Agrofel	Luís Eduardo Magalhães, BA	Cotton farming & ginning	Large-scale producer	Key player in Bahia region
9	Grupo J. M. da Silva	Rondonópolis, MT	Cotton, soy, corn	Large-scale agricultural group	Integrated farming operations
10	Grupo G&F	Campo Verde, MT	Cotton farming & processing	Large-scale producer	Significant ginner
11	Grupo Favero	Campo Novo do Parecis, MT	Cotton, soy, corn	Large-scale farming group	Integrated agricultural producer
12	Grupo E. Orlando	Sorriso, MT	Cotton, soy, corn	Large-scale agricultural producer	Major Mato Grosso grower
13	Grupo Tucan	Campo Verde, MT	Cotton farming & ginning	Large-scale integrated producer	Significant processor
14	Agropecuária Fazenda Brasil	Rondonópolis, MT	Cotton, soy, cattle	Large-scale farming	Integrated agricultural operations
15	Grupo Cotrirosa	Santa Rosa, RS	Cotton, soy, grains	Cooperative with processing	Southern Brazil cooperative
16	Grupo Morena	Rondonópolis, MT	Cotton farming	Large-scale grower	Specialized cotton producer
17	Grupo J. A. da Silva	Primavera do Leste, MT	Cotton, soy, corn	Large-scale agricultural group	Integrated farming
18	Agroindustrial Ituiutaba	Ituiutaba, MG	Cotton processing & farming	Processor and grower	Operates in Minas Gerais
19	Grupo Cotonicultura	Campo Verde, MT	Cotton farming	Large-scale specialized grower	Focus on lint production
20	Fazenda Pamplona	Sapezal, MT	Cotton, soy, corn	Large-scale farming operation	Major single farm unit
21	Grupo Agrisul	Chapadão do Sul, MS	Cotton, soy, corn	Large-scale agricultural group	Operates in Mato Grosso do Sul
22	Grupo Cotrijal	Não-Me-Toque, RS	Cotton, soy, grains	Large agricultural cooperative	Southern region cooperative
23	Agropecuária São Marcos	Cristalina, GO	Cotton, soy, corn	Large-scale farming	Significant producer in Goiás
24	Grupo Ferticotton	Rondonópolis, MT	Cotton farming & inputs	Integrated agricultural group	Farming and input supply
25	Fazenda São Paulo	Campos de Júlio, MT	Cotton, soy, corn	Large-scale farming operation	Major farm in northwestern MT
26	Grupo Agrodanieli	Diamantino, MT	Cotton, soy, corn	Large-scale agricultural group	Integrated producer
27	Agropecuária Menegotti	Nova Mutum, MT	Cotton, soy, corn	Large-scale farming	Family-owned agricultural group
28	Grupo Agrisus	Lucas do Rio Verde, MT	Cotton, soy, corn	Large-scale agricultural producer	Integrated farming operations
29	Fazenda Estrela do Sul	São Desidério, BA	Cotton farming	Large-scale specialized grower	Major producer in Bahia
30	Grupo Agrícola Cerrado	Barreiras, BA	Cotton, soy, corn	Large-scale farming group	Key player in western Bahia

1. INTRODUCTION
Report Scope and Analytical Framing
1. Report Description
2. Research Methodology and the Analytical Framework
3. Data-Driven Decisions for Your Business
4. Glossary and Product-Specific Terms
2. EXECUTIVE SUMMARY
Concise View of Market Direction
1. Key Findings
2. Market Trends
3. Strategic Implications
4. Key Risks and Watchpoints
3. DOMESTIC MARKET SIZE AND DEVELOPMENT PATH
Market Size, Growth and Scenario Framing
1. Market Size: Historical Data (2012-2025) and Forecast (2026-2035)
2. Growth Outlook and Market Development Path to 2035
3. Growth Driver Decomposition
4. Scenario Framework and Sensitivities
4. CATEGORY SCOPE, DEFINITIONS AND BOUNDARIES
Commercial and Technical Scope
1. What Is Included and How the Market Is Defined
2. Market Inclusion Criteria
3. Product / Category Definition
4. Exclusions and Boundaries
5. Distinction From Adjacent Products and Substitute Categories
5. CATEGORY STRUCTURE, SEGMENTATION AND PRODUCT MATRIX
How the Market Splits Into Decision-Relevant Buckets
1. By Product Type / Configuration
2. By Application / End Use
3. By Customer / Buyer Type
4. By Channel / Business Model / Technology Platform
5. Segment Attractiveness Matrix
6. Product Matrix and Segment Growth Logic
6. DOMESTIC DEMAND, CUSTOMER AND BUYER ARCHITECTURE
Where Demand Comes From and How It Behaves
1. Consumption / Demand: Historical Data (2012-2025) and Forecast (2026-2035)
2. Demand by End-Use and Buyer Group
3. Demand by Customer / Consumer Segment
4. Purchase Criteria, Switching Logic and Adoption Barriers
5. Replacement, Replenishment and Installed-Base Dynamics
6. Future Demand Outlook
7. DOMESTIC PRODUCTION, SUPPLY AND VALUE CHAIN
Supply Footprint and Value Capture
1. Production in the Country
2. Domestic Manufacturing Footprint
3. Capacity, Bottlenecks and Supply Risks
4. Value Chain Logic and Margin Pools
5. Distribution and Route-to-Market Structure
8. IMPORTS, EXPORTS AND SOURCING STRUCTURE
Trade Flows and External Dependence
1. Exports
2. Imports
3. Trade Balance
4. Import Dependence
5. Sourcing Risks and Resilience
9. PRICING, PROMOTION AND COMMERCIAL MODEL
Price Formation and Revenue Logic
1. Domestic Price Levels and Corridors
2. Pricing by Segment / Specification / Channel
3. Cost Drivers and Margin Logic
4. Promotion, Discounting and Procurement Patterns
5. Revenue Quality and Commercial Levers
10. COMPETITIVE LANDSCAPE AND PORTFOLIO POWER
Who Wins and Why
1. Market Structure and Concentration
2. Competitive Archetypes
3. Segment-by-Segment Competitive Intensity
4. Portfolio Breadth and Product Positioning
5. Capability Matrix
6. Strategic Moves, Partnerships and Expansion Signals
11. DOMESTIC MARKET STRUCTURE AND CHANNEL LOGIC
How the Domestic Market Works
1. Core Demand Centers
2. Local Production and Distribution Roles
3. Channel Structure
4. Buyer and Procurement Architecture
5. Regional Imbalances Within the Country
12. GROWTH PLAYBOOK AND MARKET ENTRY
Commercial Entry and Scaling Priorities
1. Where to Play
2. How to Win
3. Distributor / Partner / Direct Entry Options
4. Capability Thresholds
5. Entry Risks and Mitigation
13. WHERE TO PLAY NEXT: MOST ATTRACTIVE GROWTH OPPORTUNITIES
Where the Best Expansion Logic Sits
1. Most Attractive Product Niches
2. Most Attractive Customer Segments
3. White Spaces and Unsaturated Opportunities
4. High-Margin and Underpenetrated Pockets
5. Most Promising Product Adjacencies
14. PROFILES OF MAJOR COMPANIES
Leading Players and Strategic Archetypes
1. Leading Manufacturers and Suppliers
2. Production Footprint and Capacities
3. Product Portfolio and Segment Focus
4. Pricing Positioning and Indicative Price Logic
5. Channel / Distribution Strength
6. Strategic Archetypes
15. METHODOLOGY, SOURCES AND DISCLAIMER
How the Report Was Built
1. Modeling Logic
2. Source Register
3. Publications, Regulatory and Industry References
4. Analytical Notes
5. Disclaimer

SLC Agrícola

Major Brazilian agribusiness group

Grupo Scheffer

Key player in Mato Grosso

Grupo Bom Futuro

One of Brazil’s largest farm operators

Amaggi

Integrated production & trading

Grupo Ikeda

Significant ginning capacity

Grupo Horita

Integrated operations

Grupo Itamarati

Major producer in western Brazil

Agrofel

Key player in Bahia region

Grupo J. M. da Silva

Integrated farming operations

Grupo G&F

Significant ginner

Grupo Favero

Integrated agricultural producer

Grupo E. Orlando

Major Mato Grosso grower

Grupo Tucan

Significant processor

Agropecuária Fazenda Brasil

Integrated agricultural operations

Grupo Cotrirosa

Southern Brazil cooperative

Grupo Morena

Specialized cotton producer

Grupo J. A. da Silva

Integrated farming

Agroindustrial Ituiutaba

Operates in Minas Gerais

Grupo Cotonicultura

Focus on lint production

Fazenda Pamplona

Major single farm unit

Grupo Agrisul

Operates in Mato Grosso do Sul

Grupo Cotrijal

Southern region cooperative

Agropecuária São Marcos

Significant producer in Goiás

Grupo Ferticotton

Farming and input supply

Fazenda São Paulo

Major farm in northwestern MT

Grupo Agrodanieli

Integrated producer

Agropecuária Menegotti

Family-owned agricultural group

Grupo Agrisus

Integrated farming operations

Fazenda Estrela do Sul

Major producer in Bahia

Grupo Agrícola Cerrado

Key player in western Bahia

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Algodão recua com baixa liquidez na semana de 21 a 25 de setembro de 2026 – News and Statistics

Preços no mercado interno

Mercado externo

Indicadores e paridades

1. INTRODUCTION

2. EXECUTIVE SUMMARY

3. DOMESTIC MARKET SIZE AND DEVELOPMENT PATH

4. CATEGORY SCOPE, DEFINITIONS AND BOUNDARIES

5. CATEGORY STRUCTURE, SEGMENTATION AND PRODUCT MATRIX

6. DOMESTIC DEMAND, CUSTOMER AND BUYER ARCHITECTURE

7. DOMESTIC PRODUCTION, SUPPLY AND VALUE CHAIN

8. IMPORTS, EXPORTS AND SOURCING STRUCTURE

9. PRICING, PROMOTION AND COMMERCIAL MODEL

10. COMPETITIVE LANDSCAPE AND PORTFOLIO POWER

11. DOMESTIC MARKET STRUCTURE AND CHANNEL LOGIC

12. GROWTH PLAYBOOK AND MARKET ENTRY

13. WHERE TO PLAY NEXT: MOST ATTRACTIVE GROWTH OPPORTUNITIES

14. PROFILES OF MAJOR COMPANIES

15. METHODOLOGY, SOURCES AND DISCLAIMER