ICE COTTON FUTURES
JUNE 26,2023,
Open High Low Close Change
Jul 23 80.85 80.85 77.07 77.07 -.99
Oct 23 79.35 80.34 76.83 77.16 -2.67
Dec 23 78.55 79.35 77.51 77.86 -.81
Mar 24 78.74 79.52 77.78 78.05 -.83
May 24 79.62 79.79 78.11 78.34 -.80
Jul 24 79.77 79.77 78.50 78.58 -.79
Oct 24 - - - 77.64 -.78
Dec 24 77.88 77.88 76.66 76.85 -.66
Mar 25 - - - 77.24 -.66
May 25 - - - 77.34 -.66
ICE estimated futures volume: 24,700
12月限は寄り付きからまもなく一気に値を上げたが、その後は1日を通して徐々に値を下げた。直近半年間の安値を更新すると若干戻し、最終的に81ポイント安の77.86/LBで引けた。推定出来高は24,700枚。
【相場動向要因】
綿花相場は現地6/30に発表予定の植付面積報告を前に様子見ムード。
投機筋によるショートの積み上げも一部で見られている。
植付面積報告では、綿花以外の作物への転作が一部で見られたことから、前回3月に発表された1130万エーカーよりも下方修正されると予想されている。
本日発表された植付進捗報告によると、米国全体で95％植え付けが完了しており、例年より3%遅れの進捗率。テキサス州は93％完了し、例年より5％遅れている。
詳細は以下。
Cotton Planted - Selected States
[These 15 States planted 99% of the 2022 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : June 25, : June 18, : June 25, : 2018-2022
: 2022 : 2023 : 2023 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 99 99 99 99
Arizona .........: 100 100 100 100
Arkansas ........: 100 100 100 100
California ......: 100 100 100 100
Georgia .........: 99 95 98 99
Kansas ..........: 98 88 96 99
Louisiana .......: 100 100 100 100
Mississippi .....: 100 96 99 99
Missouri ........: 100 98 100 97
North Carolina ..: 96 93 97 98
Oklahoma ........: 93 81 91 92
South Carolina ..: 100 98 100 99
Tennessee .......: 99 99 100 99
Texas ...........: 99 84 93 98
Virginia ........: 100 98 99 99
:
15 States .......: 99 89 95 98
-----------------------------------------------------------------
Cotton Squaring - Selected States
[These 15 States planted 99% of the 2022 cotton acreage]
-----------------------------------------------------------------
: Week ending :
:-----------------------------------:
State : June 25, : June 18, : June 25, : 2018-2022
: 2022 : 2023 : 2023 : Average
-----------------------------------------------------------------
: percent
:
Alabama .........: 44 29 45 38
Arizona .........: 73 49 51 65
Arkansas ........: 47 31 54 54
California ......: 34 20 30 38
Georgia .........: 40 25 39 45
Kansas ..........: 26 16 29 22
Louisiana .......: 82 25 42 64
Mississippi .....: 29 17 26 26
Missouri ........: 24 38 64 34
North Carolina ..: 24 10 25 32
Oklahoma ........: 9 - 5 12
South Carolina ..: 27 11 18 31
Tennessee .......: 32 23 33 36
Texas ...........: 28 17 22 27
Virginia ........: 47 19 37 36
:
15 States .......: 31 19 28 31
-----------------------------------------------------------------
- Represents zero.
Cotton Setting Bolls - Selected States
[These 15 States planted 99% of the 2022 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : June 25, : June 18, : June 25, : 2018-2022
: 2022 : 2023 : 2023 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 2 - 1 2
Arizona ........: 16 6 8 17
Arkansas .......: 2 - 5 3
California .....: 4 - - 3
Georgia ........: 4 1 5 4
Kansas .........: - 1 2 -
Louisiana ......: 10 - 5 8
Mississippi ....: 3 - 2 2
Missouri .......: - - - 1
North Carolina .: - - - -
Oklahoma .......: - - - -
South Carolina .: 2 - - 1
Tennessee ......: 3 1 6 1
Texas ..........: 12 5 7 10
Virginia .......: 13 - - 3
:
15 States ......: 8 3 5 7
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending June 25, 2023
[These 15 States planted 99% of the 2022 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 1 24 73 2
Arizona ........: - - 5 49 46
Arkansas .......: 1 5 17 50 27
California .....: - - 5 90 5
Georgia ........: 1 5 34 52 8
Kansas .........: 4 8 37 42 9
Louisiana ......: - 1 15 81 3
Mississippi ....: - 6 30 58 6
Missouri .......: 2 3 31 63 1
North Carolina .: - 6 35 57 2
Oklahoma .......: - 3 21 75 1
South Carolina .: - 2 41 54 3
Tennessee ......: - 3 22 60 15
Texas ..........: 11 19 38 28 4
Virginia .......: - - 1 98 1
:
15 States ......: 6 12 33 43 6
:
Previous week ..: 7 13 33 41 6
Previous year ..: 12 18 33 34 3
----------------------------------------------------------------------------
- Represents zero.
END
