ICE COTTON FUTURES
October 3, 2022
Open High Low Close Change
Oct 22 - - - 92.14 -1.08
Dec 22 85.39 86.18 82.70 84.20 -1.14
Mar 23 83.10 83.99 80.81 82.19 -1.26
May 23 82.08 82.61 79.56 80.78 -1.31
Jul 23 80.28 80.76 77.81 79.02 -1.26
Oct 23 - - - 76.37 -.65
Dec 23 74.79 75.00 73.33 74.20 -.65
Mar 24 72.74 73.34 72.74 73.34 -.57
May 24 72.50 73.75 72.50 73.65 -.41
Jul 24 73.02 73.81 72.63 73.81 -.48
ICE estimated futures volume:33,100
12月限はアジア時間には小高く推移していたが、米国朝時間になると値を下げた。82セント後半に支持を見つけて反発し、最終的に114ポイント安の84.20/LBで引けた。
推定出来高は33,100枚。
【相場動向要因】
綿花相場は独自要因に欠き、株高・原油高・ドル安に引っ張られることなく値を下げた。引き続き、需要の縮小・製品在庫の圧迫が弱気材料。
今週いっぱい中国が祝日となっているが、取引は相応の数量を記録している。
7/15につけた安値の82.54が強い支持として作用している様子で、市場参加者らは直近の下げ基調の底がどこになるのかを探している。
また、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の比率は先週から変化なしの31%。
テキサス州はGood/Excellent比率は先週から2%下方修正され、10%となった。
今後ハリケーン「イアン」がどの程度まで影響を及ぼすのかについて注目が集まっている。
詳細は以下の通り。
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : October 2, :September 25,: October 2, : 2017-2021
: 2021 : 2022 : 2022 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 62 74 86 77
Arizona ........: 98 79 86 98
Arkansas .......: 97 90 96 97
California .....: 89 60 75 66
Georgia ........: 75 74 81 82
Kansas .........: 69 61 76 60
Louisiana ......: 97 94 97 98
Mississippi ....: 78 85 90 87
Missouri .......: 79 66 83 87
North Carolina .: 80 80 89 81
Oklahoma .......: 80 61 85 67
South Carolina .: 65 66 75 75
Tennessee ......: 53 57 69 78
Texas ..........: 63 62 70 66
Virginia .......: 73 75 91 76
:
15 States ......: 69 67 77 73
------------------------------------------------------------------------
Cotton Harvested - Selected States
[These 15 States harvested 99% of the 2021 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : October 2, :September 25,: October 2, : 2017-2021
: 2021 : 2022 : 2022 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 5 4 14 8
Arizona ........: 18 15 21 19
Arkansas .......: 6 5 19 18
California .....: 2 - 15 3
Georgia ........: 4 3 9 11
Kansas .........: 1 2 7 1
Louisiana ......: 13 23 45 35
Mississippi ....: 13 16 28 21
Missouri .......: 2 2 6 12
North Carolina .: 3 2 10 5
Oklahoma .......: - - - 1
South Carolina .: 3 5 7 8
Tennessee ......: 1 2 6 10
Texas ..........: 23 25 31 23
Virginia .......: 4 - 10 5
:
15 States ......: 13 15 22 17
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending October 2, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 3 18 75 4
Arizona ........: 2 - 4 46 48
Arkansas .......: 4 5 18 51 22
California .....: - - 5 95 -
Georgia ........: 1 7 28 52 12
Kansas .........: 11 43 31 14 1
Louisiana ......: 5 14 44 34 3
Mississippi ....: 1 5 18 71 5
Missouri .......: 6 6 32 56 -
North Carolina .: 1 8 33 54 4
Oklahoma .......: 43 11 39 7 -
South Carolina .: 1 8 21 66 4
Tennessee ......: 2 10 32 50 6
Texas ..........: 21 48 21 9 1
Virginia .......: - 1 21 76 2
:
15 States ......: 15 31 23 27 4
:
Previous week ..: 15 27 27 27 4
Previous year ..: 1 5 32 53 9
----------------------------------------------------------------------------
- Represents zero.
For comparison to last week:
Cotton Condition - Selected States: Week Ending September 25, 2022
[These 15 States planted 99% of the 2021 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 4 21 71 4
Arizona ........: 1 1 13 46 39
Arkansas .......: 4 6 18 47 25
California .....: - - 10 90 -
Georgia ........: 1 8 30 48 13
Kansas .........: 7 42 32 18 1
Louisiana ......: 3 16 47 33 1
Mississippi ....: - 8 22 66 4
Missouri .......: 9 9 30 52 -
North Carolina .: 3 7 31 52 7
Oklahoma .......: 40 14 38 8 -
South Carolina .: 1 4 25 51 19
Tennessee ......: 8 18 23 47 4
Texas ..........: 21 40 27 12 -
Virginia .......: - 2 21 73 4
:
15 States ......: 15 27 27 27 4
:
Previous week ..: 17 22 28 29 4
Previous year ..: 1 5 29 55 10
----------------------------------------------------------------------------
- Represents zero.
END