2019年9月17日火曜日

NY FUTURES SEPTEMBER 16, 2019

ICE COTTON FUTURES

September 16, 2019

       Open  High  Low   Close Change

Oct 19 61.30 61.62 61.30 61.59 -.04

Dec 19 62.57 62.78 61.88 62.59 +.31

Mar 20 63.00 63.25 62.35 62.96 +.18

May 20 63.71 63.98 63.03 63.83 +.39

Jul 20 63.85 64.77 63.69 64.61 +.54

Oct 20   -     -     -   65.03 +.46

Dec 20 64.77 65.53 64.77 65.47 +.41

Mar 21 66.18 66.18 66.10 66.12 +.44

May 21   -     -     -   66.80 +.42

Jul 21 67.78 67.78 67.69 67.74 +.38

ICE estimated futures volume:30,600

 

 

NY定期12月限は、前日に引き続き寄り付きから小幅な値動きで推移した。最終的に前日比31ポイント高の62.59/LBで引けた。出来高は、30,600枚。

サウジアラビアで14日、石油施設が攻撃されたことにより、原油価格は一時20%近く上昇するも、他相場への影響は限定的であった模様。

棉花相場は、投機筋によるショートポジションの解消や新規ロングポジションの形成は一旦落ち着いた様子で、本日の未決済建玉も前日までのように増加せず、やや減少して引けた。

紡績筋は一部で値決めの動きも確認されているようだが、全体的に様子見ムードとなった模様。

本日米国農務省より週間作況報告が発表された。現地915日時点で、15州全体で、Good/Excellentに相当する割合が前週比で2ポイント減となっている。一方で、Poor/Very Poorの割合も前週比1ポイント減となっており、また、Fairに相当する割合が前週比3ポイント増となっている。詳細は後述。

米国現地919日には米国農務省週間輸出成約報告が発表される予定。

 

米国農務省週間作況報告の詳細は以下の通り;

 

Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2018 cotton acreage]
------------------------------------------------------------------------
                :               Week ending               :             
                :-----------------------------------------:             
      State     :September 15,:September 8, :September 15,:  2014-2018  
                :    2018     :    2019     :    2019     :   Average   
------------------------------------------------------------------------
                :                        percent                        
                :                                                       
Alabama ........:     65            57            70            59      
Arizona ........:     85            68            90            79      
Arkansas .......:     87            66            85            73      
California .....:      9            15            25            42      
Georgia ........:     53            59            70            67      
Kansas .........:     36             9            17            27      
Louisiana ......:     94            65            77            92      
Mississippi ....:     79            42            60            70      
Missouri .......:     80            29            48            51      
North Carolina .:     57            40            61            55      
Oklahoma .......:     47            40            47            39      
South Carolina .:     36            56            71            56      
Tennessee ......:     78            27            47            56      
Texas ..........:     36            39            47            36      
Virginia .......:     42            41            56            41      
                :                                                       
15 States ......:     48            43            54            47      
------------------------------------------------------------------------
 
Cotton Harvested - Selected States
[These 15 States harvested 99% of the 2018 cotton acreage]
------------------------------------------------------------------------
                :               Week ending               :             
                :-----------------------------------------:             
      State     :September 15,:September 8, :September 15,:  2014-2018  
                :    2018     :    2019     :    2019     :   Average   
------------------------------------------------------------------------
                :                        percent                        
                :                                                       
Alabama ........:      -             -             1             1      
Arizona ........:     13             2             5             9      
Arkansas .......:      1             -             4             1      
California .....:      -             -             -             -      
Georgia ........:      1             -             4             1      
Kansas .........:      -             -             -             1      
Louisiana ......:     13             1             9             8      
Mississippi ....:      5             -             -             2      
Missouri .......:      2             -             -             -      
North Carolina .:      1             -             1             1      
Oklahoma .......:      -             -             -             -      
South Carolina .:      2             -             -             1      
Tennessee ......:      2             -             -             1      
Texas ..........:     21            13            15            14      
Virginia .......:      -             -             -             -      
                :                                                       
15 States ......:     13             7             9             8      
------------------------------------------------------------------------
-  Represents zero.                                                     
 
Cotton Condition - Selected States: Week Ending September 15, 2019
[These 15 States planted 99% of the 2018 cotton acreage]
----------------------------------------------------------------------------
      State     : Very poor :   Poor    :   Fair    :   Good    : Excellent 
----------------------------------------------------------------------------
                :                          percent                          
                :                                                           
Alabama ........:     2           9          31          50           8     
Arizona ........:     -          11          41          39           9     
Arkansas .......:     -           5          14          40          41     
California .....:     -           -          65          30           5     
Georgia ........:     3           9          31          48           9     
Kansas .........:     6          14          36          39           5     
Louisiana ......:     -           3          32          58           7     
Mississippi ....:     -           3          38          43          16     
Missouri .......:     7          10          52          31           -     
North Carolina .:     5          17          33          39           6     
Oklahoma .......:     2           7          50          40           1     
South Carolina .:     1           8          31          56           4     
Tennessee ......:     4           8          29          45          14     
Texas ..........:     3          19          47          27           4     
Virginia .......:     -           5          12          73          10     
                :                                                           
15 States ......:     3          14          42          34           7     
                :                                                           
Previous week ..:     3          15          39          37           6     
Previous year ..:     8          24          29          30           9     
----------------------------------------------------------------------------

-  Represents zero.                                                  

 

END.