2025年7月1日火曜日

NY FUTURES JUNE 30,2025

ICE No. 2 Cotton

June 30, 2025

          Open      High      Low       Settle    Change

Jul '25     -         -         -       66.28     -124

Oct '25   68.57     69.03     67.58     67.68     -112

Dec '25   69.35     69.48     67.76     68.13     -119

Mar '26   70.64     70.74     69.13     69.46     -114

May '26   71.67     71.70     70.15     70.50     -109

Jul '26   72.36     72.41     70.98     71.30     -104

Oct '26     -         -         -       69.68     -48

Dec '26   69.92     69.99     69.03     69.33     -42

Mar '27     -         -         -       70.30     -42

May '27     -         -         -       70.90     -42

ICE estimated futures volume: 45,400   

 

期近12月限は、寄り付きから横ばいに推移し、米国時間の昼前に値を下げて引けた。最終的に、前日比119ポイント安の68.13/LBで引けた。推定出来高は45,400枚。

 

【相場要因】

米国農務省より発表された米綿の作付面積報告の結果を受けて綿花相場は下落した。

市場では、綿作地に対して過剰な降雨が記録されたことを背景に、20253月の作付意識調査から下方修正が行われるだろうとされていたものの、事前の予想とは反し上方修正がなされた。特にテキサス州においては、3月の作付面積報告から約20万エーカーの増加が見られ、今回の上方修正の中核を成しており、市場予想との乖離が最も大きかった点として注目が集まっている。詳細後述。

 

米国711日には、需給報告の発表が控えており、今後の展開に注目が集まっている。

 

DJ USDA Crop Production: U.S. All Cotton Acreage-Jun 30

 

Mon Jun 30 12:01:53 2025 EDT

 

 

               Cotton: Area Planted and Harvested by Type, State

                         and United States, 2024-2025

==============================================================================

   Type                    Area Planted                     Area Harvested

    and     ==================================================================

   State         2024         March          2025          2024        2025 1/

                              Intent

==============================================================================

                                          1,000 Acres

Upland

  AL            400.0         360.0         340.0         396.0

  AZ             96.0         110.0          95.0          95.0

  AR            650.0         580.0         560.0         640.0

  CA             21.0          17.0          21.0          20.7

  FL             85.0          65.0          75.0          82.0

  GA          1,100.0       1,000.0       1,000.0       1,080.0

  KS            131.0         140.0         140.0         124.0

  LA            155.0         110.0         110.0         148.0

  MS            520.0         360.0         360.0         515.0

  MO            400.0         320.0         350.0         380.0

  NM             42.0          25.0          23.0          28.0

  NC            410.0         290.0         290.0         400.0

  OK            435.0         330.0         370.0         185.0

  SC            225.0         180.0         170.0         221.0

  TN            265.0         235.0         260.0         250.0

  TX          5,950.0       5,500.0       5,700.0       2,950.0

  VA             91.0          88.0          85.0          90.0

 

  U.S.       10,976.0       9,710.0       9,949.0       7,604.7

 

Amer-Pima

  AZ             14.0          24.0          18.0          14.0

  CA            145.0         100.0         115.0         142.0

  NM             15.0           6.0          12.0          14.5

  TX             33.0          27.0          26.0          30.0

 

  U.S.          207.0         157.0         171.0         200.5

 

All

  AL            400.0         360.0         340.0         396.0

  AZ            110.0         134.0         113.0         109.0

  AR            650.0         580.0         560.0         640.0

  CA            166.0         117.0         136.0         162.7

  FL             85.0          65.0          75.0          82.0

  GA          1,100.0       1,000.0       1,000.0       1,080.0

  KS            131.0         140.0         140.0         124.0

  LA            155.0         110.0         110.0         148.0

  MS            520.0         360.0         360.0         515.0

  MO            400.0         320.0         350.0         380.0

  NM             57.0          31.0          35.0          42.5

  NC            410.0         290.0         290.0         400.0

  OK            435.0         330.0         370.0         185.0

  SC            225.0         180.0         170.0         221.0

  TN            265.0         235.0         260.0         250.0

  TX          5,983.0       5,527.0       5,726.0       2,980.0

  VA             91.0          88.0          85.0          90.0

 

  U.S.       11,183.0       9,867.0      10,120.0       7,805.2

==============================================================================

1/ Estimates to be released August 2025 in the Crop Production report.

 

Write to Valena Henderson at csstat@dowjones.com

 

  (END) Dow Jones Newswires

 

  June 30, 2025 12:01 ET (16:01 GMT)

 

  Copyright (c) 2025 Dow Jones & Company, Inc.

 

Cotton Planted - Selected States

[These 15 States planted 99% of the 2024 cotton acreage]

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

                 :            Week ending            :          

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

      State      : June 29,  : June 22,  : June 29,  : 2020-2024

                 :   2024    :   2025    :   2025    :  Average 

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

                 :                    percent                   

                 :                                              

Alabama .........:     99          95          98          99   

Arizona .........:    100         100         100         100   

Arkansas ........:    100         100         100         100   

California ......:    100         100         100         100   

Georgia .........:     99          95          98          99   

Kansas ..........:     99          95          97          99   

Louisiana .......:    100         100         100         100   

Mississippi .....:    100          78          91         100   

Missouri ........:    100         100         100          99   

North Carolina ..:     98          95          98          98   

Oklahoma ........:     96          82          95          95   

South Carolina ..:     98         100         100          99   

Tennessee .......:    100          91          92         100   

Texas ...........:     95          91          94          98   

Virginia ........:    100          97         100          99   

                 :                                              

15 States .......:     97          92          95          98   

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

 

Cotton Squaring - Selected States

[These 15 States planted 99% of the 2024 cotton acreage]

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

                 :            Week ending            :          

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

      State      : June 29,  : June 22,  : June 29,  : 2020-2024

                 :   2024    :   2025    :   2025    :  Average 

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

                 :                    percent                   

                 :                                              

Alabama .........:    61          29          48          51    

Arizona .........:    78          66          81          77    

Arkansas ........:    68          21          48          60    

California ......:    42          35          55          45    

Georgia .........:    51          37          54          52    

Kansas ..........:    45           5          12          36    

Louisiana .......:    67          51          65          67    

Mississippi .....:    39          12          36          33    

Missouri ........:    39          26          52          48    

North Carolina ..:    45          33          49          35    

Oklahoma ........:    18           5          15          15    

South Carolina ..:    39          21          35          34    

Tennessee .......:    53          19          37          41    

Texas ...........:    36          26          37          32    

Virginia ........:    48          28          41          43    

                 :                                              

15 States .......:    41          26          40          37    

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

 

Cotton Setting Bolls - Selected States

[These 15 States planted 99% of the 2024 cotton acreage]

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

                :               Week ending               :            

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

      State     :  June 29,   :  June 22,   :  June 29,   :  2020-2024 

                :    2024     :    2025     :    2025     :   Average  

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

                :                        percent                       

                :                                                      

Alabama ........:     12             3            13             6     

Arizona ........:     49            12            31            30     

Arkansas .......:     14             -             4             8     

California .....:      4            10            15             5     

Georgia ........:     11             4            11             9     

Kansas .........:      1             -             1             1     

Louisiana ......:      5             -             3            12     

Mississippi ....:      3             1             3             4     

Missouri .......:      -             -             -             3     

North Carolina .:      1             -             1             1     

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

South Carolina .:      4             -             2             3     

Tennessee ......:      8             1             1             6     

Texas ..........:     13             8            12            12     

Virginia .......:      9             -             3             7     

                :                                                      

15 States ......:     11             5             9             9     

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

-  Represents zero.                                                    

 

Cotton Condition - Selected States: Week Ending June 29, 2025

[These 15 States planted 99% of the 2024 cotton acreage]

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

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

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

                :                          percent                         

                :                                                          

Alabama ........:     1           9          17          68           5    

Arizona ........:     -           -           1          83          16    

Arkansas .......:     -           3          30          48          19    

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

Georgia ........:     -           4          30          59           7    

Kansas .........:     -          26          43          29           2    

Louisiana ......:     -           -           6          94           -    

Mississippi ....:     2           7          31          49          11    

Missouri .......:     -          14          31          55           -    

North Carolina .:     -          10          30          53           7    

Oklahoma .......:     1           2          30          66           1    

South Carolina .:     1           3          18          64          14    

Tennessee ......:     4          12          40          41           3    

Texas ..........:     9          16          35          33           7    

Virginia .......:     -           -          10          82           8    

                :                                                          

15 States ......:     5          12          32          44           7    

                :                                                          

Previous week ..:     6          14          33          41           6    

Previous year ..:     8           9          33          44           6    

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

-  Represents zero.       

 

END