ICE COTTON FUTURES
March 9, 2022
Open High Low Close Change
Mar 22 - - - 121.67 -.50
May 22 117.97 119.16 117.14 117.47 -.50
Jul 22 113.56 114.66 112.80 113.21 -.32
Oct 22 105.79 105.79 105.11 105.11 -.33
Dec 22 102.00 102.46 101.27 101.69 -.38
Mar 23 98.35 98.50 97.47 98.09 -.10
May 23 95.49 95.60 94.76 95.29 -.06
Jul 23 92.24 93.00 91.91 92.39 -.16
Oct 23 - - - 86.59 -.16
Dec 23 81.64 82.25 81.64 81.95 +.05
ICE estimated futures volume:22,200
5月限は寄付きから値を上げて119セント付近を推移。米国未明ごろから値を下げはじめ、米国時間中は117セント後半から118セント付近をもみ合いながら推移。結果、前日比50ポイント安の117.47/LBで引けた。推定出来高は22,200枚。
【相場動向要因】
綿花相場は米国農務省より需給報告が発表されたものの、市場予想の範疇となり影響は限定的。ウクライナ情勢を背景に他商品相場の値段が変化しやすい中、綿花相場の投機筋は慎重な動きを続ける。
需給報告では、インドの期初在庫と生産量の下方修正を主な理由として世界期末在庫が130万俵下方修正されたが、そのほかでは中国や米国などに大きな変化は見られなかった。
以下詳細
World Cotton Supply and Use 1/
(Million 480-pound bales)
==============================================================================
beginning domestic exports ending
stocks prod imports use use loss 2/ stocks
==============================================================================
2021/22 (Projected)
World
Feb 88.66 120.15 46.44 124.43 46.45 0.07 84.31
Mar 87.32 119.85 46.28 124.54 46.27 0.07 82.57
World Less China
Feb 49.41 93.15 36.94 84.93 46.37 0.07 48.13
Mar 48.07 92.85 36.78 85.04 46.19 0.07 46.40
United States
Feb 3.15 17.62 0.01 2.55 14.75 -0.02 3.50
Mar 3.15 17.62 0.01 2.55 14.75 -0.02 3.50
Total foreign
Feb 85.51 102.53 46.44 121.88 31.70 0.10 80.81
Mar 84.17 102.23 46.27 121.99 31.52 0.10 79.07
Major exporters 4/
Feb 33.08 60.01 1.88 35.38 27.45 0.02 32.11
Mar 31.69 59.56 1.88 35.38 27.39 0.02 30.33
Central Asia 5/ Feb 2.21 5.68 0.02 4.38 1.51 0.00 2.01
Mar 2.21 5.68 0.02 4.38 1.55 0.00 1.97
Afr Fr Z 6/ Feb 1.81 6.16 3/ 0.13 6.19 0.00 1.64
Mar 1.81 6.16 3/ 0.13 6.24 0.00 1.59
S Hemis 7/ Feb 15.27 20.72 0.16 4.22 13.60 0.01 18.32
Mar 15.39 20.77 0.16 4.22 13.65 0.01 18.44
Australia Feb 2.00 5.50 3/ 0.04 4.30 0.00 3.17
Mar 2.00 5.50 3/ 0.04 4.40 0.00 3.07
Brazil Feb 11.12 13.20 0.03 3.20 8.20 0.00 12.94
Mar 11.12 13.20 0.03 3.20 8.00 0.00 13.14
India Feb 13.44 27.00 1.10 26.00 5.70 0.00 9.84
Mar 11.94 26.50 1.10 26.00 5.50 0.00 8.04
Major Importers 8/
Feb 49.69 39.29 41.96 82.29 2.55 0.08 46.03
Mar 49.83 39.44 41.89 82.40 2.67 0.08 46.02
Mexico Feb 0.43 1.05 1.08 1.90 0.25 0.03 0.38
Mar 0.43 1.20 1.08 2.00 0.25 0.03 0.43
China Feb 39.25 27.00 9.50 39.50 0.08 0.00 36.18
Mar 39.25 27.00 9.50 39.50 0.08 0.00 36.18
European Union 9/ Feb 0.18 1.48 0.60 0.62 1.51 0.00 0.13
Mar 0.32 1.48 0.60 0.61 1.62 0.00 0.17
Turkey Feb 2.71 3.80 5.20 8.50 0.65 0.00 2.56
Mar 2.71 3.80 5.30 8.50 0.65 0.00 2.66
Pakistan Feb 2.27 5.80 5.50 11.20 0.05 0.03 2.29
Mar 2.27 5.80 5.30 11.20 0.05 0.03 2.09
Indonesia Feb 0.50 3/ 2.50 2.50 0.01 0.00 0.49
Mar 0.50 3/ 2.50 2.50 0.01 0.00 0.49
Thailand Feb 0.08 3/ 0.65 0.63 0.00 0.02 0.08
Mar 0.08 3/ 0.70 0.68 0.00 0.02 0.09
Bangladesh Feb 2.90 0.15 8.30 8.80 0.00 0.01 2.54
Mar 2.90 0.15 8.30 8.80 0.00 0.01 2.54
Vietnam Feb 1.12 3/ 7.50 7.50 0.00 0.00 1.13
Mar 1.12 3/ 7.50 7.50 0.00 0.00 1.13
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1/ Marketing year beginning August 1. Totals may not add exactly and trade
may not balance due to rounding and other factors. 2/ Generally
reflects cotton lost or destroyed in the marketing channel; for Australia,
Brazil, China, and the United States, reflects the difference between
implicit stocks based on supply less total use and indicated ending
stocks. 3/ Less than 5,000 bales. 4/ Includes Egypt and Syria in
addition to the countries and regions listed. 5/ Azerbaijan, Kazakhstan,
Kyrgyzstan, Tajikistan, Turkmenistan, and Uzbekistan. 6/ Benin, Burkina
Faso, Cameroon, Central African Republic, Chad, Cote d'Ivoire, Mali,
Niger, Senegal, and Togo. 7/ Argentina, Australia, Brazil, Lesotho, South
Africa, Tanzania, Zambia, and Zimbabwe. 8/ In addition to the countries
and regions listed, includes Japan, Russia, South Korea, and Taiwan. 9/
Includes intra-EU trade.
