ICE COTTON FUTURES
August 22, 2022
Open High Low Close Change
Oct 22 121.04 121.43 117.89 117.89 -1.86
Dec 22 115.50 117.45 113.08 114.14 -1.87
Mar 23 112.84 114.03 109.87 111.24 -1.60
May 23 109.10 110.70 106.90 108.24 -1.65
Jul 23 105.04 105.75 102.06 103.65 -1.55
Oct 23 - - - 95.30 -1.58
Dec 23 90.55 91.00 87.35 89.05 -1.26
Mar 24 - - - 87.55 -1.26
May 24 - - - 87.40 -1.31
Jul 24 - - - 86.95 -1.31
ICE estimated futures volume: 19,600
12月限は寄り付きから動機薄で方向感なく推移した。米国での取引が活性化するとまとまった売りが出て一気に値を下げた。結果、187ポイント安の114.14/LBで引けた。
推定出来高は19,600枚。
【相場動向要因】
綿花相場はテキサスへの降雨やドル高を材料に売られた。この雨は灌漑農場への慈雨となっているが、南テキサスでの収穫の遅れや品質の悪化、洪水などの懸念を生んでいる。市場参加者らは作柄報告と天候の予報を注意深く観察しており、降雨が好感できるものなのかを見定めている。
また、今週後半に連邦準備理事会が出す声明にも注目が集まっている。
本日、米国作柄報告が発表された。
米国全体の作柄状況においては、Good/Excellentの比率が先週比3％上方修正され31％となった。しかし、テキサス州のGood/Excellent比率は更に3％下方修正され、11％となった。
詳細は以下の通り。
Cotton Setting Bolls - Selected States
[These 15 States planted 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : August 21, : August 14, : August 21, : 2017-2021
: 2021 : 2022 : 2022 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 93 93 97 95
Arizona ........: 100 92 95 98
Arkansas .......: 99 98 99 100
California .....: 100 70 80 84
Georgia ........: 89 87 92 93
Kansas .........: 84 92 96 67
Louisiana ......: 98 95 98 99
Mississippi ....: 89 88 91 92
Missouri .......: 96 82 90 88
North Carolina .: 85 77 89 88
Oklahoma .......: 69 60 80 77
South Carolina .: 95 87 91 88
Tennessee ......: 90 91 95 95
Texas ..........: 71 76 85 81
Virginia .......: 87 93 99 90
:
15 States ......: 78 80 88 85
------------------------------------------------------------------------
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : August 21, : August 14, : August 21, : 2017-2021
: 2021 : 2022 : 2022 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 6 7 14 13
Arizona ........: 52 29 34 49
Arkansas .......: 15 5 10 16
California .....: 2 - - 2
Georgia ........: 10 6 12 14
Kansas .........: 8 12 17 5
Louisiana ......: 38 34 43 38
Mississippi ....: 32 7 9 21
Missouri .......: - - 2 11
North Carolina .: 4 3 9 6
Oklahoma .......: 4 - - 7
South Carolina .: 2 2 6 7
Tennessee ......: 4 4 7 7
Texas ..........: 15 21 25 21
Virginia .......: 3 5 18 5
:
15 States ......: 13 15 19 18
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending August 21, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 2 28 62 8
Arizona ........: 1 1 17 46 35
Arkansas .......: 8 10 16 40 26
California .....: - - 5 90 5
Georgia ........: 1 5 28 53 13
Kansas .........: 5 38 36 19 2
Louisiana ......: - 13 22 58 7
Mississippi ....: 2 12 30 51 5
Missouri .......: 9 9 30 52 -
North Carolina .: 2 13 25 54 6
Oklahoma .......: 32 30 31 7 -
South Carolina .: 1 3 23 57 16
Tennessee ......: 3 10 30 49 8
Texas ..........: 28 31 30 10 1
Virginia .......: - 2 12 78 8
:
15 States ......: 18 22 29 26 5
:
Previous week ..: 16 19 31 29 5
Previous year ..: 1 5 23 53 18
----------------------------------------------------------------------------
- Represents zero.
For comparison to last week:
Cotton Condition - Selected States: Week Ending August 14, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 2 20 69 9
Arizona ........: 1 1 18 45 35
Arkansas .......: 8 5 16 48 23
California .....: - - 5 90 5
Georgia ........: 1 5 28 56 10
Kansas .........: 6 21 44 26 3
Louisiana ......: - 11 31 53 5
Mississippi ....: 1 12 31 50 6
Missouri .......: 9 10 33 48 -
North Carolina .: 3 9 24 58 6
Oklahoma .......: 23 32 39 6 -
South Carolina .: 1 1 32 51 15
Tennessee ......: 2 9 30 50 9
Texas ..........: 24 26 36 13 1
Virginia .......: - 3 10 77 10
:
15 States ......: 16 19 31 29 5
:
Previous week ..: 17 17 35 28 3
Previous year ..: 1 4 28 50 17
----------------------------------------------------------------------------
- Represents zero.
END
