ICE COTTON FUTURES
July 22, 2019
Open High Low Close Change
Oct 19 62.70 63.71 62.64 62.79 +.54
Dec 19 63.17 63.98 63.10 63.36 +.29
Mar 20 64.15 64.67 63.92 64.15 +.17
May 20 65.07 65.59 64.90 65.05 +.08
Jul 20 66.22 66.47 65.79 65.87 -.01
Oct 20 - - - 65.37 -.11
Dec 20 65.98 66.21 65.50 65.67 -.06
Mar 21 - - - 66.72 -.06
May 21 - - - 67.72 -.06
Jul 21 - - - 68.57 -.06
ICE estimated futures volume:21,100
NY定期12月限は、前日と同程度で寄り付いた後、一時64セント台に届きそうな勢いで値を上げたが、その後値を戻して、そのまま方向感なく推移し、最終的に前日比29ポイント高の63.36/LBで引けた。出来高は、21,100枚。
棉花特有のファンダメンタルな要因が乏しい中、米中通商協議の中で、中国が米国農産物を一定量買い付ける動きが進んでいるとの噂がある模様。そのことが本日の上げの要因の一つとなったとの見方が多い様子。
一方で、前日は投機筋によるショートポジションのカバーが入ったことで大きく値を上げたと見られたが、本日もいくらか同様の動きが入ったものと推測される。
本日米国農務省より週間作況報告が発表された。詳細は後述の通り。
インドでは、モンスーンにより南部を中心に棉作地で降雨が観測された模様。
米国農務省週間作況報告の詳細は、以下の通り；
Cotton Squaring - Selected States [These 15 States planted 99% of the 2018 cotton acreage] ----------------------------------------------------------------- : Week ending : :-----------------------------------: State : July 21, : July 14, : July 21, : 2014-2018 : 2018 : 2019 : 2019 : Average ----------------------------------------------------------------- : percent : Alabama .........: 82 82 88 85 Arizona .........: 95 95 97 92 Arkansas ........: 100 91 95 100 California ......: 74 79 80 84 Georgia .........: 87 79 90 90 Kansas ..........: 83 40 60 51 Louisiana .......: 99 86 93 97 Mississippi .....: 93 65 74 88 Missouri ........: 99 36 64 88 North Carolina ..: 85 82 90 88 Oklahoma ........: 68 50 77 65 South Carolina ..: 73 68 89 81 Tennessee .......: 96 63 79 87 Texas ...........: 70 52 74 74 Virginia ........: 85 77 88 86 : 15 States .......: 77 60 78 80 ----------------------------------------------------------------- Cotton Setting Bolls - Selected States [These 15 States planted 99% of the 2018 cotton acreage] ------------------------------------------------------------------------ : Week ending : :-----------------------------------------: State : July 21, : July 14, : July 21, : 2014-2018 : 2018 : 2019 : 2019 : Average ------------------------------------------------------------------------ : percent : Alabama ........: 57 32 50 53 Arizona ........: 49 33 59 55 Arkansas .......: 94 72 79 88 California .....: 32 30 35 56 Georgia ........: 50 45 60 53 Kansas .........: 10 2 10 6 Louisiana ......: 88 40 59 77 Mississippi ....: 71 21 33 60 Missouri .......: 86 1 6 36 North Carolina .: 40 35 53 48 Oklahoma .......: 28 - 18 25 South Carolina .: 38 34 53 45 Tennessee ......: 48 13 24 40 Texas ..........: 28 12 24 26 Virginia .......: 30 9 32 30 : 15 States ......: 40 20 33 37 ------------------------------------------------------------------------ - Represents zero. Cotton Condition - Selected States: Week Ending July 21, 2019 [These 15 States planted 99% of the 2018 cotton acreage] ---------------------------------------------------------------------------- State : Very poor : Poor : Fair : Good : Excellent ---------------------------------------------------------------------------- : percent : Alabama ........: 1 6 35 51 7 Arizona ........: - 10 25 58 7 Arkansas .......: - 1 13 49 37 California .....: - - 100 - - Georgia ........: 3 7 30 52 8 Kansas .........: 5 19 43 29 4 Louisiana ......: - 3 29 57 11 Mississippi ....: 1 7 39 40 13 Missouri .......: 7 10 55 28 - North Carolina .: 4 17 28 45 6 Oklahoma .......: - 1 26 70 3 South Carolina .: - 3 28 64 5 Tennessee ......: - 6 20 59 15 Texas ..........: 3 9 30 48 10 Virginia .......: - - 8 87 5 : 15 States ......: 2 8 30 50 10 : Previous week ..: 3 12 29 47 9 Previous year ..: 14 19 28 32 7 ---------------------------------------------------------------------------- - Represents zero.
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