2022年9月20日火曜日

NY FUTURES SEPTEMBER 19,2022

ICE COTTON FUTURES

September 19, 2022

       Open   High   Low    Close Change

Oct 22    -      -      -    97.54 -3.70

Dec 22  99.10  99.74  94.35  96.04 -3.25

Mar 23  95.93  96.47  91.40  93.05 -3.10

May 23  93.82  94.27  89.51  91.03 -2.87

Jul 23  91.03  91.36  86.90  88.14 -2.84

Oct 23    -      -      -    81.59 -1.39

Dec 23  80.81  81.09  78.50  79.59 -1.33

Mar 24  78.03  78.29  78.03  78.29 -1.28

May 24    -      -      -    77.79 -1.28

Jul 24    -      -      -    77.24 -1.23

ICE estimated futures volume:44,800

 

12月限は寄り付きから弱気に推移した。97.50付近で底堅く推移していたが、米国時間早朝になると売りが先行し、値を下げた。結果、325ポイント安の96.40/LBで引けた。

推定出来高は44,800枚。

 

【相場動向要因】

綿花相場は独自要因に欠きながらも、ここ1ヶ月で最も多い取引数量を記録した。

投機筋による新規売建玉の増加や、ドル高による商品相場への忌避が綿花相場の値を下げる格好となった。

市場参加者らは今週連邦準備銀行が発表すると予想されている0.75%の利上げが市場に織り込まれているとしている。

 

また、米国作柄報告が発表された。

米国全体の作柄状況においては、Good/Excellentの比率が先週から変わらず33%。

テキサス州もGood/Excellent比率は変わらず15%。

ミシシッピと南カリフォルニアが8%上方修正された一方でジョージアは3%下方修正されている。

 

詳細は以下の通り。

 

Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
                :               Week ending               :             
                :-----------------------------------------:             
      State     :September 18,:September 11,:September 18,:  2017-2021  
                :    2021     :    2022     :    2022     :   Average   
------------------------------------------------------------------------
                :                        percent                        
                :                                                       
Alabama ........:     39            45            58            60      
Arizona ........:     95            72            77            93      
Arkansas .......:     74            57            81            83      
California .....:     67            32            45            36      
Georgia ........:     52            48            60            63      
Kansas .........:     45            37            55            35      
Louisiana ......:     83            83            91            89      
Mississippi ....:     65            61            72            69      
Missouri .......:     51            35            55            61      
North Carolina .:     51            48            66            57      
Oklahoma .......:     52            28            56            48      
South Carolina .:     44            40            54            52      
Tennessee ......:     19            30            46            51      
Texas ..........:     41            50            55            43      
Virginia .......:     53            60            65            50      
                :                                                       
15 States ......:     46            49            59            51      
------------------------------------------------------------------------
 
Cotton Harvested - Selected States
[These 15 States harvested 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
                :               Week ending               :             
                :-----------------------------------------:             
      State     :September 18,:September 11,:September 18,:  2017-2021  
                :    2021     :    2022     :    2022     :   Average   
------------------------------------------------------------------------
                :                        percent                        
                :                                                       
Alabama ........:      1             -             1             1      
Arizona ........:     11             -            12            12      
Arkansas .......:      -             -             1             3      
California .....:      -             -             -             -      
Georgia ........:      1             -             2             2      
Kansas .........:      -             -             -             -      
Louisiana ......:      5             2            13            12      
Mississippi ....:      2             -             5             4      
Missouri .......:      -             -             -             2      
North Carolina .:      1             -             1             1      
Oklahoma .......:      -             -             -             -      
South Carolina .:      -             1             3             1      
Tennessee ......:      -             -             1             2      
Texas ..........:     18            17            20            18      
Virginia .......:      2             -             -             1      
                :                                                       
15 States ......:      8             8            11            11      
------------------------------------------------------------------------
-  Represents zero.                                                     
 
Cotton Condition - Selected States: Week Ending September 18, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
      State     : Very poor :   Poor    :   Fair    :   Good    : Excellent 
----------------------------------------------------------------------------
                :                          percent                          
                :                                                           
Alabama ........:     -           2          20          73           5     
Arizona ........:     1           1          12          44          42     
Arkansas .......:     6           6          23          45          20     
California .....:     -           -          10          90           -     
Georgia ........:     1           7          33          49          10     
Kansas .........:     7          37          39          17           -     
Louisiana ......:     5          24          45          26           -     
Mississippi ....:     -           5          31          60           4     
Missouri .......:     9           9          30          52           -     
North Carolina .:     2           3          30          60           5     
Oklahoma .......:    49          14          29           8           -     
South Carolina .:     1           2          24          56          17     
Tennessee ......:     6          17          24          46           7     
Texas ..........:    24          32          29          14           1     
Virginia .......:     -           3          15          76           6     
                :                                                           
15 States ......:    17          22          28          29           4     
                :                                                           
Previous week ..:    15          22          30          29           4     
Previous year ..:     1           7          28          51          13     
----------------------------------------------------------------------------
-  Represents zero.                                                         

 

For comparison to last week:                                                

 
Cotton Condition - Selected States: Week Ending September 11, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
      State     : Very poor :   Poor    :   Fair    :   Good    : Excellent 
----------------------------------------------------------------------------
                :                          percent                          
                :                                                           
Alabama ........:     -           3          19          72           6     
Arizona ........:     -           -          10          49          41     
Arkansas .......:     5          10          18          41          26     
California .....:     -           -           5          95           -     
Georgia ........:     1           7          30          53           9     
Kansas .........:     4          28          46          22           -     
Louisiana ......:     4          18          44          34           -     
Mississippi ....:     1          10          33          51           5     
Missouri .......:     9           9          30          52           -     
North Carolina .:     1           6          24          64           5     
Oklahoma .......:    40          16          32          12           -     
South Carolina .:     -           6          29          47          18     
Tennessee ......:     7          17          26          43           7     
Texas ..........:    21          32          32          14           1     
Virginia .......:     1           5          12          74           8     
                :                                                           
15 States ......:    15          22          30          29           4     
                :                                                           
Previous week ..:    15          16          34          30           5     
Previous year ..:     1           5          30          50          14     
----------------------------------------------------------------------------
-  Represents zero.                                                         

 

 

END