2021年10月26日火曜日

NY FUTURES OCTOBER 25,2021

ICE COTTON FUTURES

October 25, 2021

       Open   High   Low    Close Change

Dec 21 107.84 110.14 107.70 108.54 +.28

Mar 22 105.70 108.04 105.70 106.56 +.37

May 22 105.04 106.92 104.96 105.51 +.34

Jul 22 103.60 105.40 103.60 104.17 +.43

Oct 22    -      -      -    95.11 +.62

Dec 22  89.00  90.99  89.00  89.76 +.49

Mar 23  88.25  88.51  88.24  88.51 +.34

May 23    -      -      -    87.01 +.34

Jul 23  85.00  85.26  85.00  85.26 +.21

Oct 23    -      -      -    81.51 -.04

ICE estimated futures volume:20,500

 

 

 

12月限は寄付きから値を上げると110セント台に到達。しかし、直後から下落し、米国昼頃までに上昇分を相殺。引けにかけわずかに値を上げた。結果、前日比28ポイント高の108.54/LBで引けた。推定出来高は20,500枚。

 

【相場動向要因】

綿花相場は独自の要因を欠きながら、他商品相場とともに底堅い動き。特にエネルギー需要が堅調で商品相場全体をけん引している。インフレ圧力が高まった状態が継続していく見通しで、来月開始予定のテーパリングに加えて、金利の上昇も早期に行われるものと見られている。

 

US COTTON - CROP PROGRESS

綿花の収穫は35%完了と、5か年平均の41%より6%遅れている。状況もGOOD/EXCELLENTが米国全体で64%を占めており引き続き好調。

 

Cotton Bolls Opening - Selected States

[These 15 States planted 99% of the 2020 cotton acreage]

------------------------------------------------------------------------

                :               Week ending               :            

                :-----------------------------------------:            

      State     : October 24, : October 17, : October 24, :  2016-2020 

                :    2020     :    2021     :    2021     :   Average  

------------------------------------------------------------------------

                :                        percent                       

                :                                                      

Alabama ........:      95            84            89            95    

Arizona ........:     100           100           100           100    

Arkansas .......:     100           100           100           100    

California .....:      94            95            96            91    

Georgia ........:      92            87            90            96    

Kansas .........:      91            90            92            89    

Louisiana ......:     100           100           100           100    

Mississippi ....:      99            93            96            99    

Missouri .......:     100            96            96           100    

North Carolina .:      95            93            97            97    

Oklahoma .......:      94            90            95            93    

South Carolina .:      97            90            94            95    

Tennessee ......:      98            85            89            99    

Texas ..........:      94            83            89            89    

Virginia .......:      98            97            98            99    

                :                                                      

15 States ......:      95            86            91            92    

------------------------------------------------------------------------

 

Cotton Harvested - Selected States

[These 15 States harvested 99% of the 2020 cotton acreage]

------------------------------------------------------------------------

                :               Week ending               :            

                :-----------------------------------------:            

      State     : October 24, : October 17, : October 24, :  2016-2020 

                :    2020     :    2021     :    2021     :   Average  

------------------------------------------------------------------------

                :                        percent                       

                :                                                      

Alabama ........:     32            17            22            48     

Arizona ........:     34            31            37            32     

Arkansas .......:     64            34            58            76     

California .....:     24            35            50            30     

Georgia ........:     26            15            23            40     

Kansas .........:     10             3             5             8     

Louisiana ......:     85            54            73            86     

Mississippi ....:     61            32            41            70     

Missouri .......:     30            32            53            60     

North Carolina .:     18            18            26            33     

Oklahoma .......:     20            14            18            24     

South Carolina .:      9             8            14            32     

Tennessee ......:     44            15            25            57     

Texas ..........:     47            35            40            36     

Virginia .......:     18            18            27            38     

                :                                                      

15 States ......:     41            28            35            41     

------------------------------------------------------------------------

 

Cotton Condition - Selected States: Week Ending October 24, 2021

[These 15 States planted 99% of the 2020 cotton acreage]

----------------------------------------------------------------------------

      State     : Very poor :   Poor    :   Fair    :   Good    : Excellent

----------------------------------------------------------------------------

                :                          percent                         

                :                                                          

Alabama ........:     -           4          18          69           9    

Arizona ........:     4           6          20          43          27    

Arkansas .......:     1           4          12          45          38    

California .....:     -           -          15          85           -    

Georgia ........:     1           9          31          52           7    

Kansas .........:     1           4          45          45           5    

Louisiana ......:     -           4          45          45           6    

Mississippi ....:     4           5          29          55           7    

Missouri .......:     -           6          23          71           -    

North Carolina .:     1           4          27          51          17    

Oklahoma .......:     1           7          26          65           1    

South Carolina .:     1           1          14          63          21    

Tennessee ......:     4          11          20          56           9    

Texas ..........:     1           4          33          43          19    

Virginia .......:     -           3          23          71           3    

                :                                                          

15 States ......:     1           5          30          48          16    

                :                                                           

Previous week ..:     1           4          31          53          11    

Previous year ..:     6          25          29          32           8    

----------------------------------------------------------------------------

-  Represents Zero

 

END.