2023年7月4日火曜日

NY FUTURES July 03, 2023

ICE COTTON FUTURES

JULY 03,2023

                Open   High   Low    Close Change

Jul 23  83.29  83.43  83.29  83.43 +.59

Oct 23  82.15  83.00  82.00  82.56 +.98

Dec 23  80.31  81.94  79.92  81.41 +1.04

Mar 24  80.05  81.72  80.00  81.24 +.99

May 24  80.39  81.79  80.15  81.34 +1.00

Jul 24  80.70  81.83  80.55  81.43 +1.04

Oct 24    -      -      -    79.78 +.74

Dec 24  77.81  78.69  77.72  78.35 +.63

Mar 25    -      -      -    78.59 +.48

May 25    -      -      -    78.34 +.13

ICE estimated futures volume: 27,800

 

12月限は寄り付きから上値の移動平均線を試す展開が続いた。40日移動平均線を超えると100日移動平均線を目指し、最終的に104ポイント高の81.41/LBで引けた。推定出来高は27,800枚。

 

【相場動向要因】

綿花相場は投機筋による買いや生産者による値決めが見られた。

中国が綿花作付面積を他穀物に切り替えることについての記事が出ており、市場参加者らの関心を集めた。

 

本日、作柄進捗が報告された。米国全体の着蕾率は42%、例年通りの進捗率。開絮率は11%。

詳細は以下。

 

Cotton Squaring - Selected States

[These 15 States planted 99% of the 2022 cotton acreage]

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                 :            Week ending            :          

                 :-----------------------------------:          

      State      :  July 2,  : June 25,  :  July 2,  : 2018-2022

                 :   2022    :   2023    :   2023    :  Average 

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                 :                    percent                   

                 :                                              

Alabama .........:    63          45          64          55    

Arizona .........:    89          51          57          81    

Arkansas ........:    72          54          78          72    

California ......:    48          30          45          52    

Georgia .........:    60          39          53          61    

Kansas ..........:    48          29          41          37    

Louisiana .......:    87          42          61          78    

Mississippi .....:    46          26          40          44    

Missouri ........:    48          64          72          47    

North Carolina ..:    38          25          34          47    

Oklahoma ........:    23           5          23          22    

South Carolina ..:    47          18          27          44    

Tennessee .......:    42          33          55          49    

Texas ...........:    34          22          36          34    

Virginia ........:    60          37          47          49    

                 :                                              

15 States .......:    42          28          42          42    

-----------------------------------------------------------------

 

Cotton Setting Bolls - Selected States

[These 15 States planted 99% of the 2022 cotton acreage]

------------------------------------------------------------------------

                :               Week ending               :            

                :-----------------------------------------:            

      State     :   July 2,   :  June 25,   :   July 2,   :  2018-2022 

                :    2022     :    2023     :    2023     :   Average  

------------------------------------------------------------------------

                :                        percent                       

                :                                                      

Alabama ........:      9             1             5            10     

Arizona ........:     33             8            17            29     

Arkansas .......:     10             5            22            16     

California .....:      9             -             -             8     

Georgia ........:     13             5            10            12     

Kansas .........:      -             2             3             1     

Louisiana ......:     20             5             8            23     

Mississippi ....:     10             2             8             7     

Missouri .......:     13             -             -             7     

North Carolina .:      -             -             2             3     

Oklahoma .......:      -             -             -             1     

South Carolina .:     11             -             -             7     

Tennessee ......:      9             6            15             7     

Texas ..........:     15             7            13            12     

Virginia .......:     26             -             2             7     

                :                                                      

15 States ......:     12             5            11            11     

------------------------------------------------------------------------

-  Represents zero.                                                     

 

Cotton Condition - Selected States: Week Ending July 2, 2023

[These 15 States planted 99% of the 2022 cotton acreage]

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      State     : Very poor :   Poor    :   Fair    :   Good    : Excellent

----------------------------------------------------------------------------

                :                          percent                         

                :                                                           

Alabama ........:     -           3          21          71           5    

Arizona ........:     1           1           6          48          44    

Arkansas .......:     2           4          20          41          33    

California .....:     -           -           5          95           -    

Georgia ........:     1           6          32          54           7    

Kansas .........:     3           7          37          46           7    

Louisiana ......:     -           -          12          84           4    

Mississippi ....:     -           7          29          57           7    

Missouri .......:     2           4          28          62           4    

North Carolina .:     -           4          39          55           2    

Oklahoma .......:     -           6          38          55           1    

South Carolina .:     -           -          34          58           8    

Tennessee ......:     4           9          23          51          13    

Texas ..........:    11          21          34          29           5    

Virginia .......:     -           -           3          96           1    

                :                                                           

15 States ......:     7          14          31          41           7    

                :                                                          

Previous week ..:     6          12          33          43           6     

Previous year ..:    16          15          33          33           3    

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END