2019年9月10日火曜日

NY FUTURES SEPTEMBER 9,2019

 ICE COTTON FUTURES

September 09, 2019

       Open  High  Low   Close Change

Oct 19 58.75 59.20 58.71 59.12 +.39

Dec 19 58.50 59.09 58.23 58.98 +.40

Mar 20 59.22 59.78 58.94 59.59 +.28

May 20 59.92 60.50 59.85 60.33 +.27

Jul 20 60.67 61.17 60.67 60.98 +.31

Oct 20   -     -     -   61.43 +.17

Dec 20 61.77 62.16 61.77 62.05 +.22

Mar 21   -     -     -   63.03 +.22

May 21   -     -     -   64.13 +.32

Jul 21   -     -     -   65.13 +.27

ICE estimated futures volume:16,100

 

今週木曜日発表のUSDA月間需給報告を前に、取引量、値動きともに限定的となった。

未決済建玉は徐々に増加しており、投機筋によるショートポジションの積み増しが行われていると見られる。

 

中国は10月に予定されている米国との貿易交渉に先立ち、米国産農産物を適度な量買い付けるとの声明を公表。

友好的な交渉を望みたい意思表示と見られるが、米国による関税緩和などの姿勢も中国側が期待していると見られる。

 

作況指数に関して、

米全州平均で良好/非常に良好が前週より5%悪化し43%

テキサス州単独で見ると良好/非常に良好が前週より5%悪化し32%

 

需給報告に関して、

ブルームバーグ社による専門家への事前調査によると、

米綿生産量は21.97百万俵、季末在庫は7.14百万俵とそれぞれ予想が出されている。

 

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 8, :September 1, :September 8, :  2014-2018  
                :    2018     :    2019     :    2019     :   Average   
------------------------------------------------------------------------
                :                        percent                        
                :                                                       
Alabama ........:     52            48            57            44      
Arizona ........:     72            61            68            70      
Arkansas .......:     69            42            66            54      
California .....:      3             9            15            29      
Georgia ........:     38            42            59            51      
Kansas .........:     23             4             9            18      
Louisiana ......:     89            53            65            84      
Mississippi ....:     67            29            42            55      
Missouri .......:     64            20            29            36      
North Carolina .:     40            28            40            38      
Oklahoma .......:     33            15            40            24      
South Carolina .:     26            40            56            42      
Tennessee ......:     66            13            27            40      
Texas ..........:     29            38            39            29      
Virginia .......:     35            23            41            32      
                :                                                       
15 States ......:     38            36            43            37      
------------------------------------------------------------------------
 
Cotton Harvested - Selected States
[These 15 States harvested 99% of the 2018 cotton acreage]
------------------------------------------------------------------------
                :               Week ending               :             
                :-----------------------------------------:             
      State     :September 8, :September 1, :September 8, :  2014-2018  
                :    2018     :    2019     :    2019     :   Average   
------------------------------------------------------------------------
                :                        percent                        
                :                                                       
Alabama ........:      -           (NA)            -             -      
Arizona ........:      7           (NA)            2             5      
Arkansas .......:      -           (NA)            -             -      
California .....:      -           (NA)            -             -      
Georgia ........:      -           (NA)            -             -      
Kansas .........:      -           (NA)            -             -      
Louisiana ......:      7              -            1             2      
Mississippi ....:      1           (NA)            -             -      
Missouri .......:      -           (NA)            -             -      
North Carolina .:      -           (NA)            -             -      
Oklahoma .......:      -           (NA)            -             -      
South Carolina .:      -           (NA)            -             -      
Tennessee ......:      -           (NA)            -             -      
Texas ..........:     17             12           13            12      
Virginia .......:      -           (NA)            -             -      
                :                                                       
15 States ......:      9           (NA)            7             6      
------------------------------------------------------------------------
-    Represents zero.                                                   
(NA) Not available.                                                     
 
Cotton Condition - Selected States: Week Ending September 8, 2019
[These 15 States planted 99% of the 2018 cotton acreage]
----------------------------------------------------------------------------
      State     : Very poor :   Poor    :   Fair    :   Good    : Excellent 
----------------------------------------------------------------------------
                :                          percent                          
                :                                                           
Alabama ........:     6          12          23          49          10     
Arizona ........:     -          11          33          45          11     
Arkansas .......:     -           2          12          36          50     
California .....:     -           -          65          30           5     
Georgia ........:     3           8          31          48          10     
Kansas .........:     3          11          39          41           6     
Louisiana ......:     -           3          26          63           8     
Mississippi ....:     1           6          40          43          10     
Missouri .......:     9          14          53          24           -     
North Carolina .:     6          19          25          39          11     
Oklahoma .......:     2          10          44          43           1     
South Carolina .:     -          11          34          51           4     
Tennessee ......:     4           7          20          56          13     
Texas ..........:     3          19          46          30           2     
Virginia .......:     2           2           9          82           5     
                :                                                           
15 States ......:     3          15          39          37           6     
                :                                                           
Previous week ..:     1          14          37          39           9     
Previous year ..:    13          21          28          29           9     
----------------------------------------------------------------------------

-  Represents zero.

END