ICE No. 2 Cotton
September 23, 2024
Open High Low Settle Change
Oct '24 74.04 74.05 71.63 71.70 -51
Dec '24 73.60 74.10 73.26 73.44 -8
Mar '25 75.32 75.75 75.04 75.19 +5
May '25 76.35 76.74 76.07 76.26 +10
July '25 76.79 77.17 76.59 76.72 +11
Oct '25 - - - 74.64 -5
Dec '25 73.00 73.33 72.75 73.07 +6
Mar '26 73.70 73.70 73.52 73.52 -14
May '26 74.30 74.30 73.92 73.92 -12
July '26 74.70 74.70 74.24 74.24 -20
ICE estimated futures volume: 39,000
12月限は84ポイントの狭いレンジで方向感なく推移し、取引終盤は弱気基調となった。最終的には8ポイント安の73.44/LBで引けた。
推定出来高は39,000枚。
【相場要因】
熱帯低気圧NINEがフロリダ沿岸からジョージアやアラバマに向けて進路をとるという予報がなされている。またこれにより、DELTAやSOUTHEAST周辺に不要な雨をもたらすことが危惧されている一方で、本日の綿花相場への影響は小さかったとみられる。その他の穀物は軒並み2％以上価格を上げる中、綿花は独自の動きとなった。
【作況進捗報告】
15州平均の収穫率は５か年平均が12％に対して14％の進捗となっている。
綿花のコンディションではテキサスやオクラホマを中心にポイントを落として、先週比でGOOD/EXCELLENTが2％減少。
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State :September 22,:September 15,:September 22,: 2019-2023
: 2023 : 2024 : 2024 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 62 62 73 65
Arizona ........: 77 90 93 89
Arkansas .......: 92 92 95 89
California .....: 27 30 45 50
Georgia ........: 63 57 68 68
Kansas .........: 87 53 66 53
Louisiana ......: 96 75 83 93
Mississippi ....: 85 79 87 77
Missouri .......: 62 54 73 63
North Carolina .: 56 45 63 63
Oklahoma .......: 52 41 60 55
South Carolina .: 60 67 80 59
Tennessee ......: 58 67 78 53
Texas ..........: 57 47 55 55
Virginia .......: 68 63 75 65
:
15 States ......: 62 54 63 60
------------------------------------------------------------------------
Cotton Harvested - Selected States
[These 15 States harvested 98% of the 2023 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State :September 22,:September 15,:September 22,: 2019-2023
: 2023 : 2024 : 2024 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 2 1 4 2
Arizona ........: 15 17 27 13
Arkansas .......: 3 3 7 4
California .....: - - - -
Georgia ........: 1 - 1 3
Kansas .........: 1 - 1 1
Louisiana ......: 30 6 22 19
Mississippi ....: 12 2 15 8
Missouri .......: 1 - 2 2
North Carolina .: - - - 1
Oklahoma .......: - - - -
South Carolina .: - 1 2 2
Tennessee ......: 3 1 3 2
Texas ..........: 23 22 26 20
Virginia .......: 2 1 5 1
:
15 States ......: 12 10 14 12
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending September 22, 2024
[These 15 States planted 99% of the 2023 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: 2 9 39 48 2
Arizona ........: - 1 - 48 51
Arkansas .......: - 15 17 46 22
California .....: - - - 95 5
Georgia ........: 2 9 30 50 9
Kansas .........: 3 20 37 35 5
Louisiana ......: - 1 22 72 5
Mississippi ....: 3 9 40 43 5
Missouri .......: 3 7 30 59 1
North Carolina .: 1 5 18 64 12
Oklahoma .......: 15 9 48 27 1
South Carolina .: 3 13 34 48 2
Tennessee ......: 3 9 32 45 11
Texas ..........: 22 26 30 19 3
Virginia .......: - - 30 70 -
:
15 States ......: 14 19 30 32 5
:
Previous week ..: 10 16 35 34 5
Previous year ..: 20 22 28 25 5
----------------------------------------------------------------------------
- Represents zero.
END
