ICE COTTON FUTURES
October 13, 2020
Open High Low Close Change
Dec 20 68.67 69.25 68.26 68.83 +.46
Mar 21 69.44 70.02 69.08 69.64 +.46
May 21 70.15 70.75 69.82 70.40 +.47
Jul 21 70.71 71.29 70.56 70.97 +.51
Oct 21 - - - 69.01 +.40
Dec 21 68.55 69.35 68.49 68.87 +.49
Mar 22 70.04 70.21 69.40 69.80 +.46
May 22 70.41 70.54 69.69 70.14 +.34
Jul 22 70.74 70.84 69.91 70.37 +.17
Oct 20 - - - 68.20 -.05
ICE estimated futures volume:23,700
12月限は寄り付きからゆるやかに値を上げ米国深夜に本日の高値である69.25/LBをつけた。その後は、方向感を失いながら推移。昨日の範囲内での取引となった。結果、前日比46ポイント高の68.83/LBで引けた。推定出来高は23,700枚とここ2週間の中では比較的落ち着いた取引量となった。
【相場動向要因】
中国綿花先物相場は引き続き強く国慶節明けから3日連続で大きく上げており、9月30日から約9%程値を上げている。中国・パキスタンを中心に実需も堅調と見られ、加えて、ハリケーン・デルタや過去のハリケーンの影響は来月以降の需給レポートに表れると踏んでいる市場参加者も多く、底堅い動き。
【US COTTON – Crop Progress】
Boll Openingは93%と五か年平均83%と比較し進んでいる。収穫は26%と5か年平均27%と並ぶペース。ルイジアナやアーカンソーでハリケーン・デルタを控えて収穫を進めたことがうかがえる。Conditionは先週から大きな変化はなく、週末のハリケーンの影響は反映されていない模様。
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2019 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : October 11, : October 4, : October 11, : 2015-2019
: 2019 : 2020 : 2020 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 94 79 86 90
Arizona ........: 100 100 100 98
Arkansas .......: 98 98 100 99
California .....: 89 75 85 82
Georgia ........: 94 81 87 93
Kansas .........: 79 64 79 69
Louisiana ......: 99 99 100 100
Mississippi ....: 96 92 96 96
Missouri .......: 89 96 98 94
North Carolina .: 96 75 85 92
Oklahoma .......: 86 68 85 82
South Carolina .: 96 72 86 90
Tennessee ......: 92 85 91 94
Texas ..........: 80 83 89 76
Virginia .......: 96 75 93 91
:
15 States ......: 86 83 90 83
------------------------------------------------------------------------
Cotton Harvested - Selected States
[These 15 States harvested 99% of the 2019 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : October 11, : October 4, : October 11, : 2015-2019
: 2019 : 2020 : 2020 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 33 2 12 29
Arizona ........: 21 19 22 24
Arkansas .......: 50 13 30 47
California .....: 12 5 15 12
Georgia ........: 37 8 13 22
Kansas .........: - 1 2 4
Louisiana ......: 66 39 61 68
Mississippi ....: 47 17 29 49
Missouri .......: 18 8 19 34
North Carolina .: 25 4 9 14
Oklahoma .......: 9 - 9 7
South Carolina .: 34 - 1 21
Tennessee ......: 31 7 18 30
Texas ..........: 26 26 35 26
Virginia .......: 32 5 9 12
:
15 States ......: 30 17 26 27
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending October 11, 2020
[These 15 States planted 99% of the 2019 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: 1 3 22 64 10
Arizona ........: - - 6 56 38
Arkansas .......: 1 2 14 49 34
California .....: - - 45 50 5
Georgia ........: 3 10 33 46 8
Kansas .........: 3 12 42 38 5
Louisiana ......: - 3 56 41 -
Mississippi ....: 1 15 28 39 17
Missouri .......: 3 11 41 44 1
North Carolina .: 2 10 37 42 9
Oklahoma .......: 2 3 50 45 -
South Carolina .: 6 6 24 46 18
Tennessee ......: 7 12 20 49 12
Texas ..........: 20 26 28 19 7
Virginia .......: - 13 37 50 -
:
15 States ......: 12 18 30 31 9
:
Previous week ..: 10 17 33 32 8
Previous year ..: 4 17 41 30 8
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