ICE COTTON FUTURES
August 2, 2021
Open High Low Close Change
Oct 21 90.09 90.69 89.75 90.07 +.24
Dec 21 89.44 90.20 89.01 89.63 +.24
Mar 22 89.50 89.84 88.72 89.33 +.26
May 22 88.32 89.14 88.14 88.75 +.31
Jul 22 87.17 87.88 86.99 87.60 +.35
Oct 22 - - - 82.49 +.24
Dec 22 80.78 81.20 80.60 80.94 +.15
Mar 23 - - - 81.11 +.17
May 23 - - - 80.73 +.19
Jul 23 - - - 80.28 +.19
ICE estimated futures volume:19,200
12月限は89セント台をもみ合いながら推移。米国早朝から徐々に値を上げ始めると一時90セント台に乗るも下落。結果、前日比24ポイント高の89.63/LBで引けた。推定出来高は19,200枚。
【相場動向要因】
綿花相場は新型コロナのデルタ株が急速に世界で感染拡大していることから、慎重な動き。ベトナムでもホーチミン市がロックダウンされるなど感染拡大しており、紡績工場にも様々な制約が課され、現在は通常の60%程の稼働率となっている模様。しかしながら、引き続き経済は回復基調にあり、底堅い推移が続く。
【US COTTON - CROP PROGRESS】
作況は先週から大きな変化はなく、ラボックやデルタでも慈雨に恵まれており、良好な状態。引き続き、進捗は例年と比べても遅れ気味。
Cotton Squaring - Selected States
[These 15 States planted 99% of the 2020 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : August 1, : July 25, : August 1, : 2016-2020
: 2020 : 2021 : 2021 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 94 88 94 92
Arizona .........: 100 100 100 98
Arkansas ........: 100 94 98 100
California ......: 85 95 99 86
Georgia .........: 96 91 94 95
Kansas ..........: 85 81 84 76
Louisiana .......: 100 97 100 100
Mississippi .....: 91 80 91 93
Missouri ........: 67 99 100 88
North Carolina ..: 94 81 88 95
Oklahoma ........: 83 59 72 85
South Carolina ..: 79 86 94 88
Tennessee .......: 89 79 87 95
Texas ...........: 89 73 76 88
Virginia ........: 88 82 92 93
:
15 States .......: 90 78 82 90
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Cotton Setting Bolls - Selected States
[These 15 States planted 99% of the 2020 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : August 1, : July 25, : August 1, : 2016-2020
: 2020 : 2021 : 2021 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 71 42 66 72
Arizona ........: 94 84 92 82
Arkansas .......: 94 81 90 95
California .....: 62 50 65 58
Georgia ........: 74 48 62 74
Kansas .........: 27 11 43 23
Louisiana ......: 89 70 82 89
Mississippi ....: 68 49 64 74
Missouri .......: 27 52 74 49
North Carolina .: 62 41 57 69
Oklahoma .......: 34 18 23 34
South Carolina .: 45 57 66 56
Tennessee ......: 63 33 51 68
Texas ..........: 43 30 41 42
Virginia .......: 56 32 61 55
:
15 States ......: 52 37 50 53
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Cotton Condition - Selected States: Week Ending August 1, 2021
[These 15 States planted 99% of the 2020 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 4 18 68 10
Arizona ........: 1 5 14 49 31
Arkansas .......: 1 1 17 36 45
California .....: - 5 30 65 -
Georgia ........: 1 7 26 56 10
Kansas .........: - 5 34 56 5
Louisiana ......: - 1 3 91 5
Mississippi ....: 2 3 14 67 14
Missouri .......: - 9 43 48 -
North Carolina .: 1 7 28 59 5
Oklahoma .......: - 16 43 40 1
South Carolina .: - - 20 74 6
Tennessee ......: 5 8 19 58 10
Texas ..........: 1 8 37 43 11
Virginia .......: - 1 7 91 1
:
15 States ......: 1 7 32 49 11
:
Previous week ..: 1 7 31 50 11
Previous year ..: 3 13 39 36 9
END
