ICE No. 2 Cotton
June 24, 2024
Open High Low Settle Change
July '24 67.92 71.53 67.90 71.29 +310
Oct '24 71.60 72.71 71.60 72.28 +27
Dec '24 72.43 73.83 72.26 73.39 +118
Mar '25 73.79 75.16 73.74 74.83 +123
May '25 75.43 76.43 75.30 76.14 +121
July '25 76.34 77.27 76.33 77.00 +104
Oct '25 - - - 74.46 +66
Dec '25 73.40 74.12 73.32 73.35 +32
Mar '26 - - - 74.51 +37
May '26 - - - 75.14 +31
ICE estimated futures volume: 19,700
12月限は小高く寄り付くと右肩上がりに推移し、高値は73.83/LBをつけた。
最終的には118ポイント高の73.39/LBで引けた。推定出来高は19,700枚。
【相場要因】
７月限は第一回受渡通知日を迎えた。取引は薄商いとなり、綿花独自の要因を欠く相場付きとなった。
市場関係者は、現地時間金曜日に発表されるUS PLANTED ACREAGE REPORTの発表待ちとみられ、様子見ムードとなったとみられる。
実需面では、中国やベトナムといった消費国向けにアフリカ綿やブラジル綿の引き合いが確認されている。
PAKISTAN COTTON GINNERS ASSOCIATION(PCGA) は増税やエネルギーコストの問題をきっかけにストライキを発表した。
これに伴い、紡績筋や輸入見通しへの影響が注目されている。
【作付け進捗報告】
15州平均で94％の植え付けが完了。30％が着蕾し、8％が開球しているとのこと。
Cotton Planted - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : June 23, : June 16, : June 23, : 2019-2023
: 2023 : 2024 : 2024 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 99 96 98 99
Arizona .........: 100 100 100 100
Arkansas ........: 100 99 100 100
California ......: 100 100 100 100
Georgia .........: 97 95 97 98
Kansas ..........: 94 95 96 97
Louisiana .......: 100 97 100 100
Mississippi .....: 98 96 99 98
Missouri ........: 99 100 100 96
North Carolina ..: 96 97 98 97
Oklahoma ........: 88 70 91 88
South Carolina ..: 99 93 96 98
Tennessee .......: 100 96 99 99
Texas ...........: 90 88 92 96
Virginia ........: 99 98 100 99
:
15 States .......: 93 90 94 96
-----------------------------------------------------------------
Cotton Squaring - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : June 23, : June 16, : June 23, : 2019-2023
: 2023 : 2024 : 2024 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 40 30 40 36
Arizona .........: 50 51 66 61
Arkansas ........: 47 37 53 45
California ......: 27 15 25 33
Georgia .........: 35 25 40 40
Kansas ..........: 25 10 30 18
Louisiana .......: 37 34 48 50
Mississippi .....: 23 11 26 19
Missouri ........: 57 18 24 30
North Carolina ..: 21 11 29 24
Oklahoma ........: 4 - 5 7
South Carolina ..: 16 11 21 26
Tennessee .......: 30 27 40 29
Texas ...........: 21 23 28 25
Virginia ........: 32 23 38 31
:
15 States .......: 25 22 30 28
-----------------------------------------------------------------
- Represents zero.
Cotton Setting Bolls - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : June 23, : June 16, : June 23, : 2019-2023
: 2023 : 2024 : 2024 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 1 1 4 1
Arizona ........: 7 15 30 14
Arkansas .......: 4 - 2 1
California .....: - - - 2
Georgia ........: 4 1 6 3
Kansas .........: 2 - - 1
Louisiana ......: 4 - - 5
Mississippi ....: 1 - 1 1
Missouri .......: - - - 1
North Carolina .: - - - -
Oklahoma .......: - - - -
South Carolina .: - - - 1
Tennessee ......: 5 - 2 2
Texas ..........: 6 9 11 8
Virginia .......: - - 3 3
:
15 States ......: 4 6 8 5
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending June 23, 2024
[These 15 States planted 99% of the 2023 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 3 28 67 2
Arizona ........: - - - 45 55
Arkansas .......: 1 6 23 46 24
California .....: - - - 95 5
Georgia ........: 2 8 31 53 6
Kansas .........: 3 6 30 47 14
Louisiana ......: - - 4 88 8
Mississippi ....: 1 4 23 56 16
Missouri .......: 3 9 32 56 -
North Carolina .: 5 12 43 40 -
Oklahoma .......: - 4 21 74 1
South Carolina .: 3 6 41 49 1
Tennessee ......: 3 9 31 53 4
Texas ..........: 8 11 32 47 2
Virginia .......: - - 25 75 -
:
15 States ......: 5 9 30 51 5
:
Previous week ..: 2 11 33 47 7
Previous year ..: 6 12 33 43 6
----------------------------------------------------------------------------
- Represents zero.
END
