Supima Cotton Value Chain

Nishi vs the field — every Nishi cell is measured against real organ source at emit time; each gap names the watch contract that will close it.

Nishi raw-to-end-product cotton analysis (fiber spot to finished goods, corridors priced by the live trade engines) vs commodity desks and fabric mills and DTC apparel brands and the licensing program -- Aug-2026 field

Layer 1 · Executive

Where we are. MEASURED 2026-08-19: the trade half is LIVE -- the landed-cost corridor engine (lc_calc, lc_rank) and the sourcing-mix reshore pricer (sp_mix) are built, promoted and in tree, plus the domestic supply-chain case lib (sc_weighted_risk). The cotton half is unbuilt: no price feed, no value ladder, no licensing rows. The field numbers are mirrored and dated: Pima 153.25 vs upland 77.15 cents per lb (2026-08-13), Supima-class knit near 7.50 dollars per kg.

Where we need to go. OPERATOR ASK (2026-08-19): the Supima cotton compare so we can look at building cotton product sales -- raw product to end product, with import-export. The deliverable: a stage-by-stage instrumented value ladder from dated fiber spot to finished-goods channels, corridors priced by the live trade engines, so WHICH cotton product to build is a computed verdict.

The unit. 1 u = one measured session-leg (organ plus gate plus live flip), the standing calibration.

Cost to a dated price feed and value ladder: 3 u. CT1 spot intake on the beat [spotprices] plus CT2 the ladder with stage rows banked from mirrored trade prices [knitprice].

Cost to a corridor-priced product shortlist: 2 u more. CT3 composes lc_rank and sp_mix over the ladder for candidate products; the shortlist prints premium retention per product. 5 u cumulative.

Cost to a license-clean go decision: 1.5 u more. CT4 licensing and verified-sourcing rows [supimaguide]; no product ships under the mark without its chain. 6.5 u cumulative.

Research bar. The fiber premium, dated is measured on USDA daily spot quotations as reproduced 2026-08-13. Theirs: Pima 153.25 vs upland 77.15 cents per pound [@spotprices]. Ours: CT2 must show, per candidate product, how much of that roughly two-to-one premium survives to retail -- a product that eats the premium in processing is a computed NO.

Business case

Axis	Position	Figures	Decision
Investment	All organ work over live trade engines and mirrored prices; zero hardware, zero subscriptions	6.5 u to a computed license-clean product decision	fund the ladder now -- it is the cheapest of the admitted lanes and unblocks a real sales decision
Market	The premium is dated and real at the fiber: two-to-one over upland [spotprices], visible at the knit stage [knitprice]; the guides document rising consumer literacy in the name [supimaguide]	the market question is retention per product, and CT2 computes it instead of guessing	no product is picked before M1 prints the shortlist
Opportunity cost	CT1 and CT2 generalize to ANY raw-to-product commodity ladder the operator considers next (the raw-product-to-end-product ask verbatim)	the ladder organ is the reusable asset; cotton is its first subject	charge the ladder to the value-chain program
Go to market	DTC under the licensed mark vs white-label supply to brands vs raw-stage trading are three different channel shapes	the GTM facade ranks them once CT3 hands it product rows [fiberguide]	the channel decision is downstream of retention math, not upstream
Buy vs build	Fiber and processing: BUY (we are not planting cotton or building a mill). Trade math: BUILT and live. Ladder and compliance: BUILD -- they do not exist to buy	the only build is the instrument; production stays bought until the shortlist proves a vertical case [knitprice]	instrument first, verticalize only on computed evidence

6 of 9 capabilities measured|1 of them measured exceeds|3 open|coverage 666/1000|adoption 2 full / 4 partial

Layer 2 · Roadmap

Do this next — computed by the ranker, never chosen by a seat

Order from nx_compare_rank (nx_dr_ocm: (deficit + cost-of-delay + option + enables) x sponsor x self-sufficiency x momentum / cost). FINISH rows are rungs whose symbol is present but whose organ is short of full adoption: the cheapest closures on this board, listed before any new work. Stamp: # asof=1787883565 domain=supimacotton target_version=0.1 rungs=5 done=0 open=5 finish=0 ranker=nx_dr_ocm

#	Stage	Rung	Priority	Derivation
#1	0.1	Spot price feed (CT1) ct_price_feed	2666	v=8 m=1 c=3
#2	0.1	Value ladder (CT2) ct_value_ladder	1333	v=8 m=1 c=6
#3	later	License and sourcing compliance rows (CT4) ct_license_rule	1800	v=9 m=1 c=5
#4	later	Corridor-priced product shortlist (CT3) ct_product_rank	50	v=1 m=1 c=20
#5	later	Property-to-product map (CT5) ct_fiber_spec	0	v=0 m=1 c=10

Critical path — contract, done-rule, executor, cost

Rung	Closes with	Definition of done (pre-declared)	Executor	Est.
Spot price feed (CT1)	ct_price_feed	dated Pima and upland rows on the beat; a verdict computed from a stale row REFUSES and says so [@spotprices]	Organ	1 u
Value ladder (CT2) after CT1	ct_value_ladder	stage rows (fiber, yarn, knit, garment) with cost, yield and premium retention as DATA [@knitprice]; partition must sum; neg-control stage set that cannot sum MUST refuse	Organ	2 u
Corridor-priced product shortlist (CT3) after CT2	ct_product_rank	candidate products through lc_rank corridors and sp_mix domestic paths; shortlist prints retention, landed cost and domestic-content permil per product	Organ	2 u
License and sourcing compliance rows (CT4) after CT3	ct_license_rule	the trademark and verified-sourcing chain as DATA [@supimaguide]; the shortlist refuses a product without its license chain	Organ	1.5 u
Property-to-product map (CT5)	ct_fiber_spec	which finished-good properties actually consume ELS staple advantages [@fiberguide], as decomposer input rows	Organ	1 u

Milestones

Milestone	Rungs	Cumulative
M0 · Instrumented ladder	CT1,CT2	3 u
M1 · Computed product shortlist	CT3	5 u
M2 · License-clean go decision	CT4,CT5	6.5 u

Layer 3 · Engineering

How this is scored. Every Nishi mark is measured: the generator reads the real organ source on disk and requires the implementing symbol to exist (no self-grading). A watching tag names the organ and symbol contracted to close a gap — the mark flips itself on the next compare beat when that workstream ships, and the comparewatch- plane row flips with it. The flip is necessary, not sufficient: it proves the symbol exists, never that the capability is good. The bar is the rung's pre-declared done-rule, proven by its gate — a symbol shipped without the behaviour behind it is a defect, and the flip is exactly what makes that defect visible instead of quiet. Competitor marks record documented capability presence — presence, not depth or scale. Adoption is measured too: every measured row carries where its organ stands on the estate's ladder (source → built → promoted → registered → invoked; libraries by importer reach minus validation importers; gates by the execution surfaces that run them). A row is fully adopted only at the top of its ladder; anything short is tagged partial with the exact remedy, so a build nobody promoted can no longer read as shipped. Census stamps: importers asof 1787849099, gate census asof 1787855507 (unix seconds; -1 = census absent).

Capability matrix — measured against source

◉ leads / measured exceed● present◐ partial○ absent · click any capability for its evidence

Capability	Nishi	Commodity desk	Fabric mill	DTC brand	Licensing program
PRICE
Fiber spot intelligence, Pima vs upland Open — watching `runtime/nx_cotton_chain.nx` : `ct_price_feed`, re-measured on every compare beat. Ship that symbol and this mark flips itself; the `comparewatch-` plane row flips with it. USDA quotations: Pima 153.25 cents per lb vs upland 77.15 on 2026-08-13 [spotprices]. Contract = the sovereign spot-feed intake on the beat, so the ladder always prices from a dated fiber row watching ct_price_feed	○	◉	●	○	●
CHAIN
Raw-to-finished margin ladder, fiber to yarn to knit to garment Open — watching `runtime/nx_cotton_chain.nx` : `ct_value_ladder`, re-measured on every compare beat. Ship that symbol and this mark flips itself; the `comparewatch-` plane row flips with it. Supima-class knit near 7.50 dollars per kg [knitprice]. Contract = the ladder as DATA: cost, yield and premium retention per stage, answering WHERE the fiber premium survives watching ct_value_ladder	○	●	◉	●	●
TRADE
Landed-cost corridor pricing, duties, MPF, HMF, corridor rank Measured: `lc_rank` exists in `runtime/_hdl_build/nx_landed_cost.nx`, verified at emit. LIVE: the trade-corridor engine prices any import-export corridor with entry fees and ranks corridors -- the import-export half of the raw-to-product question is in tree today, sovereign and auditable Adoption: `LIVE` — fully adopted (top of its ladder).	●	◐	●	○	○
Sourcing mix and reshore path Measured exceed: `sp_mix` in `runtime/_hdl_build/nx_sourcing_path.nx`, verified at emit. LIVE: prices the path from import-heavy to full-domestic BOM step by step with incentives as data -- built for the market-competitive American supply-chain ask, and Supima is an American fiber by definition Adoption: `REGISTERED-DARK` — PARTIAL: callable, authorised, no MCP invocation on record (a direct fork logs the runner, so this is not proof it never ran); no execution surface runs it either (clock, cron, daemon, roster, actlog and surfaced forks checked). adoption REGISTERED-DARK	◉	○	○	○	○
CASE
Domestic supply-chain and good-jobs business case Measured: `sc_weighted_risk` exists in `runtime/_hdl_build/nx_supplychain_case.nx`, verified at emit. LIVE lib: origin class, energy risk, single-source and value roll into weighted risk and domestic-content permil -- the government-facing case a domestic cotton-products play leads with Adoption: `LIB-WIRED importers=3 nonval=2` — fully adopted (top of its ladder).	●	○	○	○	○
PRODUCT
End-product decomposition, which goods carry the premium Measured: `pd_parse` exists in `runtime/_hdl_build/nx_product_decompose.nx`, verified at emit. The guides document where staple length and fineness matter to the finished good [supimaguide] [fiberguide]; DTC brands pick products by taste. The decomposer maps outcome to capability gaps over the planes Adoption: `REGISTERED-DARK` — PARTIAL: callable, authorised, no MCP invocation on record (a direct fork logs the runner, so this is not proof it never ran); no execution surface runs it either (clock, cron, daemon, roster, actlog and surfaced forks checked). adoption REGISTERED-DARK	●	○	○	◐	●
BRAND
Licensing and verified-sourcing compliance Open — watching `runtime/nx_cotton_chain.nx` : `ct_license_rule`, re-measured on every compare beat. Ship that symbol and this mark flips itself; the `comparewatch-` plane row flips with it. Supima is a licensed trademark with verified sourcing; selling under the name requires the license chain [supimaguide]. Contract = the compliance rows as DATA before any product ships under the mark watching ct_license_rule	○	○	●	◐	◉
GTM
Channel engine for cotton end-products Measured: `gtm_channel_best` exists in `runtime/nx_gtm_svc.nx`, verified at emit. The GTM facade ranks channels per product today in an adjacent domain; cotton end-product channel rows are a data admission Adoption: `REGISTERED-DARK` — PARTIAL: callable, authorised, no MCP invocation on record (a direct fork logs the runner, so this is not proof it never ran); no execution surface runs it either (clock, cron, daemon, roster, actlog and surfaced forks checked). adoption REGISTERED-DARK	●	○	○	●	○
EVIDENCE
Sovereign mirrored and pinned reference register for this field Measured: `knowledge/fetched/cmp_supimacotton` exists in `knowledge/compare/supimacotton.refs`, verified at emit. Every rival claim on this page resolves to a mirror in the estate evidence store, content-pinned by hash and re-measured on every emit Adoption: `ABSENT` — PARTIAL: no source and no binary: this is a build contract, not a partial deploy. adoption ABSENT	●	○	○	○	○

Risk register

Risk	Likelihood x impact	Mitigation
Trade prices in the ladder go stale and the verdict silently ages	probable x medium	CT1 refuses on stale rows; every ladder verdict prints its price dates
The licensing chain is assumed rather than verified	possible x high	CT4 rows carry the program requirements with sources [@supimaguide]; the shortlist refuses without the chain
A watch contract flips on symbol existence, so a stub reads green	possible x high	the flip is the receipt, the rung gate is the proof

On these two registers. Rows are declared in the domain's plan file and carry the debt id, which is the join key back to the sovereign debt plane — that plane, not this page, is the authority on state. Reconciling them automatically (the regen reading the plane and refreshing these rows) is a named, owed rung; until it lands, treat an id here as a pointer to look up, not a status to trust.

Honest verdict. The Aug-2026 numbers, from the mirrored record: USDA daily quotations put American Pima at 153.25 cents per pound against upland at 77.15 on 13 August 2026 [@spotprices] -- the premium is real and roughly two-to-one at the fiber. One processing stage up, Supima-class combed knit trades near 7.50 dollars per kilogram against standard combed cotton knit well below it [@knitprice], and the guides document why: extra-long staple length, strength and fineness that survive into hand-feel and durability [@supimaguide] [@fiberguide] -- plus a licensed trademark program with verified sourcing between the fiber and any product sold under the name. The value question the incumbents each see only a slice of: WHERE does the two-to-one fiber premium survive, and where is it eaten by processing, licensing and channel margin. The Nishi answer is an instrumented ladder: the live landed-cost corridor engine and sourcing-mix reshore pricer (built for exactly the market-competitive American supply-chain ask) under a stage-by-stage value ladder with every margin a DATA row -- so raw-to-end-product is a computed verdict, not a hunch.

Person · product · place — not yet measured for this domain

Every compare carries this layer. Declare knowledge/compare/supimacotton.ppp (rows surface|nishi or c1..c4|label|url|connect naming OUR live surface and each rival's front door), run nx_ppp_probe domain supimacotton, and this section fills itself on the next beat: the same ruler on both sides — privacy and CX (third-party hosts, tracker classes, cookies, security headers), design and longevity (design hygiene, computed WCAG contrast, render-blocking resources, unsized media, script weight, theme and motion queries), findability (landmarks, skip link, on-site search, breadcrumb, headings, internal links).

References

Beyond a link list. Every reference below resolves twice — the publisher's copy and, where banked, the estate's own non-rottable library mirror with a content pin — and carries its evidence class plus the exact claim on this page it grounds. Keyed marks like [key] in the matrix notes jump here. A dash means honestly absent, never assumed.

[spotprices] IndexBox reproduction of USDA daily spot cotton quotations, 13 August 2026 -- upland spot average 77.15 cents per pound, American Pima average 153.25 cents per pound: the fiber-level premium, dated. publisher · read in our library knowledge/fetched/cmp_supimacotton_spotprices.html · pin hb80aea642c7dbb3ad6969060b1224299d8e576a8b033f505775989cc83ea1379 · accessed 2026-08-19 · datasetGrounds: The fiber spot row and the verdict: the dated two-to-one premium the whole ladder starts from.
[knitprice] FabricBuys. Supima vs regular cotton knit -- is the premium worth it. Trade fabric guide -- Supima-class combed knit priced near 7.50 dollars per kilogram against standard combed cotton knit, the first processing stage where premium retention is visible. publisher · read in our library knowledge/fetched/cmp_supimacotton_knitprice.html · pin h7e5bc9e8f060c7fd6fcab9d6157563b6b9bc4073755abdb49142887853d6d5e1 · accessed 2026-08-19 · vendor-docGrounds: The margin-ladder row: the knit-stage price point the ct_value_ladder contract banks as its first non-fiber rung.
[supimaguide] Essential Layers. What is Supima cotton -- the complete guide (2026). Consumer-facing guide -- extra-long staple properties (length, strength, fineness), the licensed trademark program and verified sourcing behind the name. publisher · read in our library knowledge/fetched/cmp_supimacotton_supimaguide.html · pin h9dea5d0ce3cd695478d857a9c577a2faca94b4e5277eb5643c3f57c6dd1b0f1b · accessed 2026-08-19 · mirrored-indexGrounds: The end-product decomposition and licensing rows: which product properties carry the premium and what the mark requires.
[fiberguide] PuraFabric. Supima cotton fabric -- a practical guide to the American premium fiber. Trade guide -- fiber properties and their consequences in finished fabric: hand-feel, durability and color retention. publisher · read in our library knowledge/fetched/cmp_supimacotton_fiberguide.html · pin hf06b48d5789a7e3a7eed72adcd39a400ecc59c9ed8e1e21e8df4a11279c9e360 · accessed 2026-08-19 · mirrored-indexGrounds: The end-product decomposition row: the property-to-product mapping the decomposer consumes as data.

generated by nx_swcompare_matrix (sovereign NishiLang organ) from knowledge/compare/supimacotton.matrix · every Nishi cell verified against organ source at emit time · watch cells re-measured on every compare beat · zero JS, zero trackers