ICE No. 2 Cotton
August 19, 2024
Open High Low Settle Change
Oct '24 66.78 68.50 66.78 67.98 +152
Dec '24 67.24 69.31 67.24 68.68 +144
Mar '25 68.75 70.55 68.74 70.06 +132
May '25 70.09 71.63 70.09 71.21 +122
July '25 71.02 72.41 71.02 71.96 +107
Oct '25 - - - 71.29 +89
Dec '25 70.19 70.76 70.19 70.35 +59
Mar '26 - - - 71.65 +56
May '26 - - - 72.48 +56
July '26 - - - 73.17 +60
ICE estimated futures volume: 35,800
12月限は寄り付きから強気に推移し、アメリカ時間になると、さらに上値を試し、最終的には前日比144ポイント高の68.68/LBで引けた。推定出来高は35,800枚。
【相場要因】
投機筋の利益確定の買いの動きを中心に綿花相場を押し上げた。穀物相場全体がリスクオンの展開となる中、綿花も追随したとみられる。
収穫シーズンを前に買いの動きが刺激されたとも考えられるが、実需の動きは静かで、商売が低調なことから、本日の動きのような相場の方向感を変えるような要因は見出しづらい。
【作付け進捗報告】
米綿のコンディションは、１５州平均でGood/Excellentが先週比で4％ダウンの42％。昨年同時期が33％。
また、１５州平均で約19％の開球が進んでいる。アリゾナが抜きんでて65％が開球している。
Cotton Setting Bolls - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : August 18, : August 11, : August 18, : 2019-2023
: 2023 : 2024 : 2024 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 92 77 84 92
Arizona ........: 99 99 100 98
Arkansas .......: 95 93 97 98
California .....: 74 70 80 86
Georgia ........: 87 78 88 90
Kansas .........: 83 84 93 75
Louisiana ......: 95 82 84 97
Mississippi ....: 90 84 88 89
Missouri .......: 88 66 80 81
North Carolina .: 86 86 91 85
Oklahoma .......: 77 65 74 74
South Carolina .: 87 93 97 89
Tennessee ......: 92 86 94 90
Texas ..........: 71 69 81 76
Virginia .......: 90 89 98 89
:
15 States ......: 78 74 84 81
------------------------------------------------------------------------
Cotton Bolls Opening - Selected States
[These 15 States planted 99% of the 2023 cotton acreage]
------------------------------------------------------------------------
: Week ending :
:-----------------------------------------:
State : August 18, : August 11, : August 18, : 2019-2023
: 2023 : 2024 : 2024 : Average
------------------------------------------------------------------------
: percent
:
Alabama ........: 9 6 13 9
Arizona ........: 52 64 65 43
Arkansas .......: 17 28 38 13
California .....: - - - 1
Georgia ........: 7 3 7 11
Kansas .........: 9 8 12 7
Louisiana ......: 32 15 21 33
Mississippi ....: 18 5 18 16
Missouri .......: - - 2 2
North Carolina .: 4 2 4 5
Oklahoma .......: 4 - 5 5
South Carolina .: 5 3 6 4
Tennessee ......: 7 4 8 4
Texas ..........: 21 17 23 22
Virginia .......: 12 3 12 6
:
15 States ......: 17 13 19 17
------------------------------------------------------------------------
- Represents zero.
Cotton Condition - Selected States: Week Ending August 18, 2024
[These 15 States planted 99% of the 2023 cotton acreage]
----------------------------------------------------------------------------
State : Very poor : Poor : Fair : Good : Excellent
----------------------------------------------------------------------------
: percent
:
Alabama ........: - 12 33 53 2
Arizona ........: - 1 - 38 61
Arkansas .......: 1 4 19 49 27
California .....: - - - 95 5
Georgia ........: 2 9 29 52 8
Kansas .........: 1 10 41 37 11
Louisiana ......: - - 25 75 -
Mississippi ....: 2 8 36 48 6
Missouri .......: 3 7 32 58 -
North Carolina .: 1 11 24 63 1
Oklahoma .......: 1 4 40 53 2
South Carolina .: 2 10 36 50 2
Tennessee ......: 8 12 27 46 7
Texas ..........: 12 25 34 23 6
Virginia .......: - 7 31 60 2
:
15 States ......: 8 18 32 35 7
:
Previous week ..: 9 16 29 39 7
Previous year ..: 22 24 21 27 6
----------------------------------------------------------------------------
- Represents zero.
END
