FIS Fuel Oil Morning Report 05/05/2021

U.S. West Texas Intermediate (WTI) crude futures rose 48 cents, or 0.7%, to $66.17 a barrel at 0440 GMT, after climbing to $66.58, a level not seen since March 8. Brent crude futures were up 49 cents, or 0.7%, at $69.37 barrel after touching a more than seven-week high of $69.78 earlier in the session. Both benchmark contracts rose nearly 2% on Tuesday ahead of data from the American Petroleum Institute (API) industry group.

 

API

Crude -7.700

Distillates -3.500

Gasoline -5.300

Cushing 0.548

 

India is yet again hitting the front headlines as it reaches the grim milestone of 20 million COVID-19 infections, only the second country to do so after the US. Yesterday it recorded the highest number of deaths in a 24 hour period at over 3,700. The Indian government has said that there is enough oxygen for the current situation but the issue has been the transport network to be able to provide this oxygen to the areas that need it most. (Reuters)

 

Crude stocks fell by much more than expected that polls by analysts conducted in the lead up to the numbers. A 7.7 million draw led to a push in oil prices with Brent printing a 7 week high. The oil market will be patiently waiting for the confirmation of the draw from the EIA figures to be released at 1530BST today. This positive sentiment from the US is also proliferating in the EU with the expectation that travel in and out of the continent could restart this summer as covid infection continue to plateau, with jet fuel demand expected to pick up as a result.

 

 

INDEX: (MTD Estimates)

* Sing 380: 386.34

* Rott 3.5%: 376.00

* Sing 0.5%: 497.94

* Rott 0.5%: 479.25

 

 

OIL MARKET ROUND-UP:
* API Reports U.S. Crude Stockpiles Dropped 7.69M Bbl Last Week
* Midwesterners Are Burning Gasoline at Pre-Pandemic Levels: CVR
* Nymex Gasoline and Diesel Futures Soar to Fresh Highs
* Marathon Says It Remains Cautious on Gasoline Demand Recovery

* EIA weekly report on U.S. oil inventories, supply and demand

 

Singapore 380 INDIC                                     

Jun21    391.25   /             393.25

Jul21      390.25   /              392.25

Aug21   387.75   /             389.75

Sep21    384.25   /             386.25

Oct21    380.75   /             382.75

Nov21   378.25   /             380.25

Q3-21    387.50   /             389.50

Q4-21    378.50   /             380.50

Q1-22    371.75   /             373.75

Q2-22    365.25   /             368.25

CAL22    360.75   /             363.75

 

Rotterdam 3.5% INDIC                                 

Jun21    380.50   /             382.50

Jul21      378.25   /             380.25

Aug21   374.50   /             376.50

Sep21    369.50   /             371.50

Oct21    364.00   /             366.00

Nov21   359.75   /             361.75

Q3-21    374.25   /             376.25

Q4-21    360.00   /             362.00

Q1-22    352.25   /             354.25

Q2-22    345.75   /             348.75

CAL22    341.25   /             344.25

 

Singapore VLSFO 0.5% INDIC                                     

Jun21    503.75   /              508.75

Jul21      503.75   /              508.75

Aug21   503.50   /              508.50

Sep21    503.00   /              508.00

Oct21    502.25   /              507.25

Nov21   501.50   /              506.50

Q3-21    503.50   /              508.50

Q4-21    501.50   /              506.50

Q1-22    497.75   /              503.75

Q2-22    492.75   /              498.75

CAL22    489.50   /              495.50

 

Rott VLSFO 0.5% INDIC                                 

Jun21    482.25   /              487.25

Jul21      482.75   /              487.75

Aug21   482.75   /              487.75

Sep21    482.00   /              487.00

Oct21    481.00   /              486.00

Nov21   479.75   /              484.75

Q3-21    482.50   /              487.50

Q4-21    479.75   /              484.75

Q1-22    475.25   /              481.25

Q2-22    470.50   /              476.50

CAL22    467.00   /              473.00

 

Sing 10ppm GO INDIC                                   

Jun21    74.05     /              74.19

Jul21      74.04     /              74.24

Aug21   74.05     /              74.25

Sep21    74.00     /              74.20

Oct21    73.91     /              74.11

Nov21   73.73     /              73.93

Q3-21    74.05     /              74.25

Q4-21    73.71     /              73.91

Q1-22    73.28     /              73.48

Q2-22    72.89     /              73.09

CAL22    72.64     /              73.04

 

Ice Gasoil Swap                                               

Jun21    557.71   /              559.71

Jul21      558.81   /              560.81

Aug21   559.81   /              561.81

Sep21    560.76   /              562.76

Oct21    560.19   /              562.19

Nov21   558.08   /              560.08

Q3-21    559.80   /              561.80

Q4-21    558.69   /              560.69

Q1-22    555.15   /              557.15

Q2-22    548.23   /              550.23

CAL22    547.38   /              550.38

 

For more information please contact

FIS Oil Desk

info@freightinvestor.com
UK number: +44 (0) 207 090 1134
Shanghai number: +86 (0)21 63012568
Singapore: +65 87984987

Luke Longhurst

Email: LukeL@freightinvestor.com

Mobile: (+44) 7966 968761

 

Ricky Forman

Email: RickyF@freightinvestor.com

Mobile: (+44) 7868 708719

 

Sam Twyford

Email: SamT@freightinvestor.com

Mobile: (+44) 7729 118643

 

Jessie Deng

Email: jessied@freightinvestor.com

Mobile: (+86)1352 4516743

 

Jarryd Smith
Email: jarryds@freightinvestor.com
Mobile: (+65) 87984987

The information provided in this communication is not intended for retail clients. It is general in nature only and does not constitute advice or an offer to sell, or the solicitation of an offer to purchase any swap or other financial instruments, nor constitute any recommendation on our part. The information has been prepared without considering your investment objectives, financial situation, or knowledge and experience. This material is not a research report and is not intended as such. FIS is not responsible for any trading decisions taken based on this communication. Trading swaps and over-the-counter derivatives, exchange-traded derivatives, and options involve substantial risk and are not suitable for all investors. You are advised to perform an independent investigation to determine whether a transaction is suitable for you. No part of this material may be copied or duplicated in any form by any means or redistributed without our prior written consent. Freight Investor Services Ltd (FIS) is authorised and regulated by the Financial Conduct Authority (FRN: 211452) and is a member of the National Futures Association (“NFA”). Freight Investor Services PTE Ltd (‘FIS PTE’) is a private limited company, incorporated and registered in Singapore with company number 200603922G, and has subsidiary offices in India and Shanghai. Freight Investor Solutions DMCC (‘FIS DMCC’) is a private limited company, incorporated and registered in Dubai with company number DMCC1225. Further information about FIS including the location of its offices can be found on our website at www.freightinvestorservices.com

Leave a comment

Your email address will not be published. Required fields are marked *