ICE COTTON FUTURES
August 8, 2022
Open High Low Close Change
Oct 22 101.48 102.38 101.39 101.58 -.10
Dec 22 96.04 97.40 95.14 95.59 -.54
Mar 23 93.71 95.00 92.85 93.33 -.47
May 23 92.46 93.48 91.43 91.97 -.38
Jul 23 91.12 91.52 89.58 90.19 -.24
Oct 23 - - - 85.36 +.34
Dec 23 83.45 84.57 82.70 83.30 +.33
Mar 24 82.32 82.75 82.29 82.75 +.28
May 24 82.50 82.91 82.50 82.91 +.29
Jul 24 - - - 82.76 +.29
ICE estimated futures volume:13,300
12月限は寄り付きからやや堅調に推移していたが、米国早朝からは徐々に値を下げていった。結果、54ポイント安の95.59/LBで引けた。
推定出来高は13,300枚。
【相場動向要因】
綿花相場は独自要因に欠き、市場参加者らは様子見を継続している。
技術的には直近の支持線である93セントを基準に売りが出ると予想されている。
米国では今週、消費者物価指数が水曜日・生産者物価指数が木曜日・需給報告が金曜日に発表される予定。
本日、米国作柄報告が発表された。
米国全体の着蕾率は95%と5カ年平均から2%高い数字が報告されている。
米国全体の作柄状況においては、Good/Excellentの比率が先週比7%下方修正され31%となった。テキサス州は先週から11%下方修正され14%となり、Goodが14%・ excellentが0% と報告されている。例年に比べ28%低い数字となっている。
詳細は以下の通り。
Cotton Squaring - Selected States
[These 15 States planted 99% of the 2021 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : August 7, : July 31, : August 7, : 2017-2021
: 2021 : 2022 : 2022 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 97 94 96 95
Arizona .........: 100 100 100 99
Arkansas ........: 100 99 100 100
California ......: 100 90 95 91
Georgia .........: 97 94 97 97
Kansas ..........: 87 98 100 85
Louisiana .......: 100 99 100 100
Mississippi .....: 94 93 95 95
Missouri ........: 100 89 91 93
North Carolina ..: 92 85 91 96
Oklahoma ........: 85 85 95 92
South Carolina ..: 98 94 97 93
Tennessee .......: 92 96 98 96
Texas ...........: 82 86 94 91
Virginia ........: 96 100 100 97
:
15 States .......: 87 89 95 93
-----------------------------------------------------------------
Cotton Setting Bolls - Selected States
[These 15 States planted 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : August 7, : July 31, : August 7, : 2017-2021
: 2021 : 2022 : 2022 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 74 79 89 79
Arizona ........: 98 85 89 91
Arkansas .......: 93 88 94 96
California .....: 78 45 55 68
Georgia ........: 73 65 76 79
Kansas .........: 62 61 78 40
Louisiana ......: 91 89 93 95
Mississippi ....: 77 73 85 80
Missouri .......: 88 64 67 70
North Carolina .: 71 51 65 75
Oklahoma .......: 40 32 48 48
South Carolina .: 77 70 81 68
Tennessee ......: 63 66 82 77
Texas ..........: 53 51 63 55
Virginia .......: 76 72 86 73
:
15 States ......: 61 58 69 64
------------------------------------------------------------------------
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : August 7, : July 31, : August 7, : 2017-2021
: 2021 : 2022 : 2022 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 1 (NA) - 2
Arizona ........: 29 19 26 24
Arkansas .......: 8 1 3 4
California .....: - (NA) - -
Georgia ........: 1 (NA) 2 2
Kansas .........: 3 (NA) 2 1
Louisiana ......: 19 8 16 18
Mississippi ....: 19 1 5 8
Missouri .......: - (NA) - 2
North Carolina .: - (NA) - -
Oklahoma .......: - (NA) - -
South Carolina .: - (NA) 1 -
Tennessee ......: - (NA) 1 1
Texas ..........: 4 7 14 13
Virginia .......: 1 (NA) - -
:
15 States ......: 5 (NA) 9 9
------------------------------------------------------------------------
- Represents zero.
(NA) Not available.
Cotton Condition - Selected States: Week Ending August 7, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: 1 2 23 68 6
Arizona ........: 1 1 21 44 33
Arkansas .......: 7 4 22 46 21
California .....: - - 5 90 5
Georgia ........: 1 5 29 55 10
Kansas .........: 4 16 48 30 2
Louisiana ......: - 8 25 65 2
Mississippi ....: 5 13 35 41 6
Missouri .......: 10 11 32 47 -
North Carolina .: 7 12 28 49 4
Oklahoma .......: 18 29 48 5 -
South Carolina .: - 3 27 60 10
Tennessee ......: 7 14 31 42 6
Texas ..........: 26 22 38 14 -
Virginia .......: - 3 10 77 10
:
15 States ......: 17 17 35 28 3
:
Previous week ..: 15 13 34 32 6
Previous year ..: 1 6 28 48 17
----------------------------------------------------------------------------
- Represents zero.
For comparison to last week:
Cotton Condition - Selected States: Week Ending July 31, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 1 32 64 3
Arizona ........: 1 1 19 43 36
Arkansas .......: 2 13 20 48 17
California .....: - - 5 90 5
Georgia ........: 1 4 28 53 14
Kansas .........: 2 23 40 32 3
Louisiana ......: - 11 26 61 2
Mississippi ....: 5 11 40 38 6
Missouri .......: 9 11 27 53 -
North Carolina .: 4 14 27 51 4
Oklahoma .......: 22 32 39 7 -
South Carolina .: - 5 20 61 14
Tennessee ......: 16 16 27 35 6
Texas ..........: 22 14 39 21 4
Virginia .......: - 3 10 80 7
:
15 States ......: 15 13 34 32 6
:
Previous week ..: 15 15 36 29 5
Previous year ..: 1 7 32 49 11
----------------------------------------------------------------------------
- Represents zero.
END