ICE COTTON FUTURES
April 9, 2021
Open High Low Close Change
May 21 81.33 83.43 81.27 82.40 +.99
Jul 21 82.66 84.70 82.53 83.74 +1.08
Oct 21 82.00 82.26 82.00 82.26 +.60
Dec 21 81.13 82.00 80.80 81.78 +.66
Mar 22 81.40 81.71 80.62 81.59 +.75
May 22 81.31 81.71 80.75 81.60 +.61
Jul 22 80.63 81.65 80.63 81.50 +.84
Oct 22 - - - 78.20 +.79
Dec 22 75.40 76.00 75.40 75.97 +.81
Mar 21 - - - 76.17 +.81
ICE estimated futures volume:52,300
7月限は寄り付きから底堅く緩やかに値を上げながら推移。米国での取引が本格化する頃に100ポイントほど上昇。その後も堅調な推移となり、結果、前日比108ポイント高の83.74/lbで引けた。推定出来高は52,300枚。
【相場動向要因】
本日、米国農務省から発表された需給報告の数字は強気で、綿花相場も堅調な推移となった。また、5月限から7月限への乗り換えの動きも活発化し、本日の取引の85％程を占めたと見られ、未決済建玉は7月限が5月限を上回った。
【米国農務省需給報告】
=米国=
・市場の予想通り米国綿花の輸出量は25万俵ほど上方修正され1,575万俵
・一部で減少が噂された米国綿花の収穫数量は修正なし
・米国期末在庫が390万俵と2016/17年以来の低水準
=ブラジル=
・輸出数量は52万俵上方修正され、1,050万俵
=中国=
・中国の綿花輸入数量が75万俵上方修正され1,175万俵の予想
・消費数量は25万俵上方修正され、3,975万俵
DJ USDA Supply/Demand: World Cotton - Apr 9
Fri Apr 09 12:03:03 2021 EDT
World Cotton Supply and Use 1/
(Million 480-pound bales)
==============================================================================
beginning domestic exports ending
stocks prod imports use use loss 2/ stocks
==============================================================================
2020/21 (Projected)
World
Mar 98.84 113.32 44.53 117.46 44.54 0.09 94.59
Apr 98.41 113.04 45.47 117.85 45.48 0.14 93.46
World Less China
Mar 61.94 84.32 33.53 77.96 44.42 0.09 57.32
Apr 61.51 84.04 33.72 78.10 45.43 0.14 55.61
United States
Mar 7.25 14.70 3/ 2.30 15.50 -0.05 4.20
Apr 7.25 14.70 3/ 2.30 15.75 0.00 3.90
Total foreign
Mar 91.59 98.62 44.52 115.16 29.04 0.13 90.39
Apr 91.16 98.34 45.47 115.55 29.73 0.13 89.56
Major exporters 4/
Mar 40.08 56.20 1.51 33.16 24.93 0.02 39.68
Apr 39.93 55.94 1.56 33.15 25.67 0.02 38.59
Central Asia 5/ Mar 2.68 5.83 3/ 4.18 1.63 0.00 2.70
Apr 2.53 5.75 3/ 4.18 1.68 0.00 2.42
Afr Fr Z 6/ Mar 2.29 4.77 3/ 0.14 4.77 0.00 2.14
Apr 2.29 4.77 3/ 0.14 4.85 0.00 2.07
S Hemis 7/ Mar 17.29 16.25 0.16 3.91 12.57 0.01 17.21
Apr 17.29 16.07 0.16 3.91 13.05 0.01 16.54
Australia Mar 0.80 2.60 3/ 0.04 1.40 0.00 1.97
Apr 0.80 2.50 3/ 0.04 1.40 0.00 1.87
Brazil Mar 14.40 11.50 0.03 3.00 10.00 0.00 12.93
Apr 14.40 11.50 0.03 3.00 10.50 0.00 12.43
India Mar 17.58 29.00 0.80 24.30 5.70 0.00 17.38
Apr 17.58 29.00 0.80 24.30 5.70 0.00 17.38
Major Importers 8/
Mar 49.06 39.26 40.51 78.09 2.69 0.11 47.94
Apr 48.79 39.26 41.44 78.52 2.64 0.11 48.21
Mexico Mar 0.67 1.03 0.80 1.55 0.40 0.03 0.52
Apr 0.69 1.03 0.85 1.70 0.43 0.03 0.42
China Mar 36.90 29.00 11.00 39.50 0.13 0.00 37.27
Apr 36.90 29.00 11.75 39.75 0.05 0.00 37.85
EU-27+UK 9/ Mar 0.35 1.68 0.61 0.66 1.63 0.03 0.32
Apr 0.35 1.68 0.60 0.66 1.63 0.03 0.31
Turkey Mar 2.77 2.90 4.80 7.50 0.45 0.00 2.52
Apr 2.77 2.90 4.80 7.50 0.45 0.00 2.52
Pakistan Mar 3.39 4.50 5.20 10.30 0.05 0.03 2.72
Apr 3.39 4.50 5.30 10.30 0.05 0.03 2.82
Indonesia Mar 0.64 3/ 2.40 2.55 0.00 0.00 0.49
Apr 0.64 3/ 2.25 2.40 0.00 0.00 0.49
Thailand Mar 0.10 3/ 0.60 0.58 0.00 0.03 0.10
Apr 0.10 3/ 0.60 0.58 0.00 0.03 0.10
Bangladesh Mar 2.52 0.15 7.20 7.50 0.00 0.01 2.35
Apr 2.52 0.15 7.40 7.70 0.00 0.01 2.35
Vietnam Mar 1.41 3/ 6.80 6.80 0.00 0.00 1.41
Apr 1.11 3/ 6.80 6.80 0.00 0.00 1.11
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1/ Marketing year beginning August 1. Totals may not add exactly and trade
may not balance due to rounding and other factors. 2/ Generally
reflects cotton lost or destroyed in the marketing channel; for Australia,
Brazil, China, and the United States, reflects the difference between
implicit stocks based on supply less total use and indicated ending
stocks. 3/ Less than 5,000 bales. 4/ Includes Egypt and Syria in
addition to the countries and regions listed. 5/ Azerbaijan, Kazakhstan,
Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan. 6/ Benin, Burkina
Faso, Cameroon, Central African Republic, Chad, Cote d'Ivoire, Mali,
Niger, Senegal, and Togo. 7/ Argentina, Australia, Brazil, Lesotho, South
Africa, Tanzania, Zambia, and Zimbabwe. 8/ In addition to the countries
and regions listed, includes Japan, Russia, South Korea, and Taiwan. 9/
Includes intra-EU trade.
END.
