2022年8月9日火曜日

NY FUTURES AUGUST 8,2021

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、Good14% excellent0% 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