2021年10月5日火曜日

NY FUTURES OCTOBER 4,2021

ICE COTTON FUTURES

October 4, 2021

       Open   High   Low    Close  Change

Oct 21    -     -      -    106.93 +.40

Dec 21 104.52 106.86 103.58 104.93 +.40

Mar 22 101.10 103.59 100.38 102.59 +1.15

May 22 100.29 102.40  99.43 101.52 +1.08

Jul 22  97.57  99.69  96.85  99.24 +1.53

Oct 22    -      -      -    90.13 +1.47

Dec 22  85.00  86.38  85.00  85.89 +.80

Mar 23  85.95  86.03  85.35  85.58 +.79

May 23  84.54  84.59  84.54  84.59 +.55

Jul 23  83.53  83.88  83.53  83.88 +.29

ICE estimated futures volume:29,000

 

12月限は寄付きから値を下げると104セントを割ったあたりで反発。もみ合いながら104セント台を推移。米国での取引が本格化する頃に107セントに向けて値を上げたが、耐え切れず下落。結果、前日比40ポイント安の104.93/LBで引けた。推定出来高は29,000枚、

 

【相場動向要因】

綿花相場は引き続き国慶節による中国の不在で比較的静かな一日。高値連続更新も途切れた。他商品相場では弱気な推移となったものの、綿花相場は引き続き強気。先月の商品相場では天然ガスが大きな伸びを見せるなどエネルギー商品が上昇する中で、綿花相場の上昇が目立つ。

 

US COTTON - CROP PROGRESS

米国全体でボールオープンの進捗は70%と5か年平均より5%遅れ。収穫は米国全体で13%と5か年平均より6%遅れている。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     : October 3,  :September 26,: October 3,  :  2016-2020 

                :    2020     :    2021     :    2021     :   Average  

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

                :                        percent                       

                :                                                      

Alabama ........:      78           51            64            84     

Arizona ........:     100           96            98            97     

Arkansas .......:      98           95            97            98     

California .....:      72           80            90            66     

Georgia ........:      80           67            76            86     

Kansas .........:      63           54            71            58     

Louisiana ......:      99           95            97            99     

Mississippi ....:      91           73            79            91     

Missouri .......:      95           70            80            89     

North Carolina .:      73           67            82            83     

Oklahoma .......:      66           68            82            66     

South Carolina .:      70           54            67            79     

Tennessee ......:      82           40            55            87     

Texas ..........:      80           54            64            67     

Virginia .......:      72           64            75            77     

                :                                                      

15 States ......:      81           60            70            75     

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

 

Cotton Harvested - Selected States

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

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

                :               Week ending               :            

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

      State     : October 3,  :September 26,: October 3,  :  2016-2020 

                :    2020     :    2021     :    2021     :   Average  

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

                :                        percent                       

                :                                                      

Alabama ........:      2             3             5            11     

Arizona ........:     19            14            19            19     

Arkansas .......:     12             3             7            25     

California .....:      4             -             2             3     

Georgia ........:      7             2             4            13     

Kansas .........:      1             1             1             2     

Louisiana ......:     37            11            13            44     

Mississippi ....:     16             4            14            27     

Missouri .......:      7             -             2            16     

North Carolina .:      4             2             3             6     

Oklahoma .......:      -             -             -             2     

South Carolina .:      -             1             3            10     

Tennessee ......:      6             -             1            15     

Texas ..........:     25            21            23            23     

Virginia .......:      4             2             4             4     

                :                                                      

15 States ......:     16            11            13            19     

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

-  Represents zero.                                                    

 

Cotton Condition - Selected States: Week Ending October 3, 2021

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

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

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

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

                :                          percent                         

                :                                                          

Alabama ........:     -           5          17          68          10    

Arizona ........:     -           5          11          48          36    

Arkansas .......:     -           2          12          49          37    

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

Georgia ........:     2           9          31          51           7    

Kansas .........:     1           4          38          53           4    

Louisiana ......:     -           3          41          54           2    

Mississippi ....:     5           6          22          60           7    

Missouri .......:     -           7          28          65           -    

North Carolina .:     2           8          30          53           7    

Oklahoma .......:     -           4          26          69           1    

South Carolina .:     -           -          20          61          19    

Tennessee ......:     5          11          20          56           8    

Texas ..........:     1           5          37          48           9    

Virginia .......:     -           2          20          75           3    

                :                                                          

15 States ......:     1           5          32          53           9    

                :                                                          

Previous week ..:     1           5          29          55          10    

Previous year ..:    10          17          33          32           8    

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

-  Represents zero.  

 

END.