ICE COTTON FUTURES
November 1, 2021
Open High Low Close Change
Dec 21 115.14 119.85 115.07 119.84 +4.99
Mar 22 111.45 115.81 111.45 115.03 +3.81
May 22 109,89 114.17 109.89 113.45 +3.78
Jul 22 108.25 111.73 108.25 110.81 +3.07
Oct 22 - - - 99.56 +1.69
Dec 22 91.00 92.72 91.00 92.56 +1.56
Mar 23 89.20 89.68 89.00 89.68 +.78
May 23 - - - 87.73 +.83
Jul 23 - - - 85.43 +.43
Oct 23 - - - 81.43 +.38
ICE estimated futures volume:76,700
12月限は寄付きから右肩上がりで上昇。結果、前日比499ポイント高の119.84/lbで引けた。推定出来高は76,700枚。
【相場動向要因】
綿花相場は先週の引けが週間引値の高値を更新したことで、更なる上昇を見込んだ投機筋の買いが進んだ。米国でもテキスタイル需要が堅調な他、トルコや中国を中心とした原綿の買い付けも活発という実需の増加に加えて、投機筋からの需要も旺盛となり、長い間強気な推移が続いている。
【US COTTON - Crop Progress】
米国全体で収穫は45%完了と、5か年平均と比較して3％の遅れ。テキサス州内では45%完了と5か年平均より4％進んでいる一方で、ジョージア州などSouth EastやEastでは遅れが目立つ。
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2020 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : October 31, : October 24, : October 31, : 2016-2020
: 2020 : 2021 : 2021 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 98 89 92 97
Arizona ........: 100 100 100 100
Arkansas .......: 100 100 100 100
California .....: 97 96 98 94
Georgia ........: 95 90 93 97
Kansas .........: 95 92 97 94
Louisiana ......: 100 100 100 100
Mississippi ....: 100 96 99 100
Missouri .......: 100 96 97 100
North Carolina .: 97 97 98 99
Oklahoma .......: 99 95 98 97
South Carolina .: 100 94 97 97
Tennessee ......: 100 89 94 100
Texas ..........: 97 89 93 93
Virginia .......: 100 98 99 100
:
15 States ......: 98 91 94 95
------------------------------------------------------------------------
Cotton Harvested - Selected States
[These 15 States harvested 99% of the 2020 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : October 31, : October 24, : October 31, : 2016-2020
: 2020 : 2021 : 2021 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 39 22 35 57
Arizona ........: 41 37 45 40
Arkansas .......: 74 58 76 84
California .....: 38 50 65 41
Georgia ........: 37 23 33 52
Kansas .........: 19 5 11 13
Louisiana ......: 90 73 82 92
Mississippi ....: 75 41 59 80
Missouri .......: 32 53 59 69
North Carolina .: 33 26 40 48
Oklahoma .......: 27 18 32 31
South Carolina .: 21 14 22 43
Tennessee ......: 51 25 42 66
Texas ..........: 57 40 45 41
Virginia .......: 23 27 30 51
:
15 States ......: 51 35 45 48
------------------------------------------------------------------------
Cotton Condition - Selected States: Week Ending October 31, 2021 [These 15 States planted 99% of the 2020 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 5 28 52 15
Arizona ........: - 4 15 52 29
Arkansas .......: 1 4 12 45 38
California .....: - - 15 85 -
Georgia ........: 2 9 28 54 7
Kansas .........: 1 3 39 52 5
Louisiana ......: - 4 45 45 6
Mississippi ....: 3 4 24 62 7
Missouri .......: - 6 23 71 -
North Carolina .: 1 8 36 45 10
Oklahoma .......: - 8 26 65 1
South Carolina .: - - 14 68 18
Tennessee ......: 3 9 23 54 11
Texas ..........: - 4 38 44 14
Virginia .......: - - 29 70 1
:
15 States ......: - 5 33 49 13
:
Previous week ..: 1 5 30 48 16
Previous year ..: 6 28 29 29 8
----------------------------------------------------------------------------
- Represents zero.
LAST WEEK'S CONDITIONS REPORT FOR COMPARISON:
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.
