ICE No. 2 Cotton
July 1, 2024
Open High Low Settle Change
July '24 71.90 71.90 70.07 70.07 +26
Oct '24 72.05 72.70 71.96 72.24 +26
Dec '24 72.69 73.55 72.19 73.10 +41
Mar '25 74.37 75.18 73.95 74.76 +40
May '25 75.58 76.42 75.53 76.09 +40
July '25 76.93 77.23 76.42 76.95 +34
Oct '25 - - - 74.68 +29
Dec '25 74.02 74.40 74.00 74.20 +18
Mar '26 - - - 75.53 +30
May '26 - - - 76.05 +27
ICE estimated futures volume: 26,500
12月限は寄り付きとほぼ同時に安値を付けるとその後は狭いレンジ（136ポイント）で方向感なく推移した。
最終的には41ポイント高の73.10/LBで引けた。推定出来高は26,500枚。
【相場要因】
カリブ海でカテゴリー4まで勢力を強めているハリケーンBERYLの影響を警戒して強気に引けたとみられる。
また先週PLANTED ACREAGE REPORTが発表されたが、今後の天候次第で、作況にどのような影響がもたらされるのか市場関係者は注目している。実需面ではパキスタン向けに低級品の引き合いが確認された。また、バングラデシュ向けにはブラジル綿やアフリカ綿に興味を示す声がきかれた。
【作況進捗報告】
15州平均では、99％の植え付けが完了し、SQUARINGは５か年平均よりも5％進んでいる。
Cotton Planted - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : June 30, : June 23, : June 30, : 2019-2023
: 2023 : 2024 : 2024 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 100 98 99 100
Arizona .........: 100 100 100 100
Arkansas ........: 100 100 100 100
California ......: 100 100 100 100
Georgia .........: 99 97 99 100
Kansas ..........: 99 96 100 99
Louisiana .......: 100 100 100 100
Mississippi .....: 100 99 100 100
Missouri ........: 100 100 100 98
North Carolina ..: 98 98 98 98
Oklahoma ........: 95 91 97 96
South Carolina ..: 100 96 98 99
Tennessee .......: 100 99 100 100
Texas ...........: 95 92 96 99
Virginia ........: 100 100 100 100
:
15 States .......: 98 94 97 99
-----------------------------------------------------------------
Cotton Squaring - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : June 30, : June 23, : June 30, : 2019-2023
: 2023 : 2024 : 2024 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 59 40 65 54
Arizona .........: 55 66 80 74
Arkansas ........: 71 53 70 65
California ......: 41 25 45 47
Georgia .........: 49 40 53 56
Kansas ..........: 38 30 47 33
Louisiana .......: 56 48 70 68
Mississippi .....: 36 26 41 34
Missouri ........: 70 24 42 44
North Carolina ..: 31 29 48 39
Oklahoma ........: 18 5 20 18
South Carolina ..: 24 21 42 38
Tennessee .......: 49 40 55 41
Texas ...........: 32 28 37 31
Virginia ........: 44 38 50 43
:
15 States .......: 38 30 43 38
-----------------------------------------------------------------
Cotton Setting Bolls - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : June 30, : June 23, : June 30, : 2019-2023
: 2023 : 2024 : 2024 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 4 4 13 6
Arizona ........: 14 30 52 25
Arkansas .......: 17 2 16 8
California .....: - - 5 6
Georgia ........: 9 6 12 10
Kansas .........: 3 - 1 1
Louisiana ......: 7 - 6 14
Mississippi ....: 6 1 3 4
Missouri .......: - - - 4
North Carolina .: 1 - 1 1
Oklahoma .......: - - - -
South Carolina .: - - 5 5
Tennessee ......: 12 2 9 6
Texas ..........: 11 11 13 11
Virginia .......: 1 3 10 6
:
15 States ......: 9 8 11 9
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending June 30, 2024
[These 15 States planted 99% of the 2023 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: 1 5 30 62 2
Arizona ........: - 1 - 35 64
Arkansas .......: 1 5 19 50 25
California .....: - - - 95 5
Georgia ........: 2 11 38 44 5
Kansas .........: - 7 37 38 18
Louisiana ......: - - 5 87 8
Mississippi ....: - 5 32 54 9
Missouri .......: 3 9 28 60 -
North Carolina .: 6 12 50 32 -
Oklahoma .......: 1 4 26 68 1
South Carolina .: 4 9 42 44 1
Tennessee ......: 3 7 28 55 7
Texas ..........: 12 10 34 39 5
Virginia .......: - 3 30 66 1
:
15 States ......: 8 9 33 44 6
:
Previous week ..: 5 9 30 51 5
Previous year ..: 7 14 31 41 7
----------------------------------------------------------------------------
- Represents zero.
END
