ICE COTTON FUTURES
September 20, 2021
Open High Low Close Change
Oct 21 92.37 92.85 89.89 89.89 -3.43
Dec 21 92.33 92.42 88.95 89.02 -3.31
Mar 22 91.58 91.60 88.36 88.39 -3.20
May 22 91.25 91.25 88.03 88.10 -3.14
Jul 22 89.64 89.64 86.79 86.79 -2.84
Oct 22 84.62 84.62 80.94 81.79 -1.84
Dec 22 82.20 82.25 80.25 80.27 -1.86
Mar 23 - - - 80.27 -1.86
May 23 - - - 79.67 -1.76
Jul 23 79.28 79.28 79.00 79.07 -1.36
ICE estimated futures volume:55,100
12月限は寄付きから引けにかけ右肩下がりで推移。結果、前日比331ポイント安の89.02/LBで引けた。推定出来高は55,100枚。
【相場動向要因】
綿花相場は中国の不動産大手の中国恒大集団の債務不履行（デフォルト）懸念が広がったことで、軒並み下げた商品相場に追随し大幅に下落。今後どの程度の影響が世界経済に及ぶのか不透明であることから、買ポジションを多く抱えていた投機筋のリスク回避の売りが相場を大きく押し下げた。
【US Cotton - Crop Progress】
取引終了後に発表されたCrop Progressでは引き続きコンディションは例年と比べて良好。収穫の進捗は未だ遅れ気味。
詳細は下記の通り。
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2020 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State :September 19,:September 12,:September 19,: 2016-2020
: 2020 : 2021 : 2021 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 64 27 41 70
Arizona ........: 98 93 95 91
Arkansas .......: 90 47 79 87
California .....: 37 50 70 36
Georgia ........: 62 43 54 70
Kansas .........: 39 38 46 33
Louisiana ......: 93 71 85 93
Mississippi ....: 70 59 66 75
Missouri .......: 58 28 55 63
North Carolina .: 48 37 53 61
Oklahoma .......: 44 23 57 47
South Carolina .: 36 36 45 57
Tennessee ......: 47 11 20 63
Texas ..........: 52 33 42 43
Virginia .......: 47 34 56 49
:
15 States ......: 56 36 48 53
------------------------------------------------------------------------
Cotton Harvested - Selected States
[These 15 States harvested 99% of the 2020 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State :September 19,:September 12,:September 19,: 2016-2020
: 2020 : 2021 : 2021 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: - - 1 2
Arizona ........: 11 8 12 12
Arkansas .......: 1 - - 4
California .....: - - - -
Georgia ........: 1 - 1 3
Kansas .........: - - - 1
Louisiana ......: 14 1 6 16
Mississippi ....: 5 1 2 6
Missouri .......: 2 - - 2
North Carolina .: - - 1 1
Oklahoma .......: - - - -
South Carolina .: - - - 2
Tennessee ......: 1 - - 3
Texas ..........: 19 11 19 17
Virginia .......: 1 1 2 -
:
15 States ......: 10 5 9 11
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending September 19, 2021
[These 15 States planted 99% of the 2020 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 3 16 67 14
Arizona ........: - 5 11 50 34
Arkansas .......: - 1 13 45 41
California .....: - 5 15 80 -
Georgia ........: 2 7 30 52 9
Kansas .........: - 2 37 56 5
Louisiana ......: - 2 31 64 3
Mississippi ....: 4 4 22 61 9
Missouri .......: - 5 24 71 -
North Carolina .: 2 10 33 49 6
Oklahoma .......: 1 8 22 68 1
South Carolina .: - - 16 68 16
Tennessee ......: 6 10 21 52 11
Texas ..........: 1 8 32 44 15
Virginia .......: - 2 14 82 2
:
15 States ......: 1 7 28 51 13
:
Previous week ..: 1 5 30 50 14
Previous year ..: 9 18 28 35 10
----------------------------------------------------------------------------
- Represents zero.
END.
