Oil Morning Report 26/10/21

At 10:10 am Singapore time (0210 GMT), the ICE December Brent futures contract was down 4 cents/b (0.05%) from the previous close at $85.95/b, while the NYMEX December light sweet crude contract dipped 11 cents/b (0.13%) to $83.65/b.

 

Oil prices edged higher on Tuesday after trading down earlier, looking set to sustain a rally driven by strong demand in the United States, the world’s biggest consumer of oil and its products. While China’s red-hot power and coal markets have cooled somewhat after government intervention, energy prices remain elevated worldwide as temperatures fall with the onset of the northern winter. “Forecasts for a colder November have energy traders bracing for a very tight market that will be met (with) unprecedented demand this winter,” OANDA senior market analysts Edward Moya said in a note. (Reuters)

 

Goldman Sachs said Brent was likely to push above its year-end forecast of $90 a barrel. The bank estimated switching to oil from gas may add 1 million barrels per day (bpd) to oil demand. Gasoline and distillate consumption is back in line with five-year averages in the United States after more than a year of depressed demand. The market will be closely watching U.S. inventory levels this week. Crude oil stockpiles are forecast to have risen by 1.7 million barrels last week, according to a Reuters poll of analysts. Gasoline and distillate inventories were expected to fall, however. (Reuters)

 

Tehran’s top nuclear negotiator Ali Bagheri Kani said in a tweet late Oct. 25 that he will be meeting with his EU counterpart Enrique Mora in Brussels on Oct. 27 to revive the country’s stalled 2015 nuclear talks. This follows an initial round of discussions between the EU and Iran held in Tehran on Oct. 14. A deal will potentially bring back at least 1.3 million barrels of Iranian oil, according to some analyst estimates, helping to ease a severe shortage of oil at a time when the world needs it going into winter season. (S&P Global Platts)

 

 

*Rotterdam 3.5% INDIC*                                            

Nov21   457.75   /             459.75

Dec21    455.50   /             457.50

Jan22     453.75   /             455.75

Feb22    451.50   /             453.50

Mar22   448.50   /             450.50

Apr22    445.25   /             447.25

Q1-22    451.25   /             453.25

Q2-22    441.75   /             443.75

Q3-22    430.50   /             432.50

Q4-22    417.50   /             420.50

CAL22    433.50   /             439.50

CAL23    393.00   /              401.00

 

*Singapore 380 INDIC*                                

Nov21   471.75   /             473.75

Dec21    471.50   /              473.50

Jan22     470.00   /             472.00

Feb22    468.00   /             470.00

Mar22   465.50   /             467.50

Apr22    462.75   /             464.75

Q1-22    467.75   /             469.75

Q2-22    459.75   /             461.75

Q3-22    450.50   /             452.50

Q4-22    439.75   /             442.75

CAL22    452.50   /             458.50

CAL23    416.00   /             424.00

 

*Rott VLSFO 0.5% INDIC*                                           

Nov21   581.25   /              586.25

Dec21    576.00   /              581.00

Jan22     571.25   /              576.25

Feb22    566.75   /              571.75

Mar22   562.50   /              567.50

Apr22    558.25   /              563.25

Q1-22    566.75   /              571.75

Q2-22    554.00   /              559.00

Q3-22    541.00   /              547.00

Q4-22    528.00   /              536.00

CAL22    546.50   /              554.50

CAL23    502.00   /              518.00

 

*Sing VLSFO 0.5% INDIC*                                            

Nov21   605.50   /              610.50

Dec21    601.00   /              606.00

Jan22     596.50   /              601.50

Feb22    592.00   /              597.00

Mar22   587.50   /              592.50

Apr22    583.25   /              588.25

Q1-22    592.00   /              597.00

Q2-22    579.00   /              584.00

Q3-22    566.25   /              572.25

Q4-22    553.25   /              561.25

CAL22    571.50   /              579.50

CAL23    524.00   /              540.00

 

*Sing 10ppm GO INDIC*                                              

Nov21   96.70     /              96.84

Dec21    95.73     /              95.93

Jan22     94.84     /              95.04

Feb22    93.96     /              94.16

Mar22   93.12     /              93.32

Apr22    92.31     /              92.51

Q1-22    93.95     /              94.25

Q2-22    91.48     /              91.78

Q3-22    89.39     /              89.69

Q4-22    87.82     /              88.12

CAL22    89.33     /              89.73

CAL23    90.33     /              90.73

 

*ICE Gasoil 10ppm INDIC*                                          

Nov21   731.71   /              735.71

Dec21    724.76   /              728.76

Jan22     717.69   /              721.69

Feb22    710.64   /              714.64

Mar22   703.25   /              707.25

Apr22    696.13   /              700.13

Q1-22    710.55   /              714.55

Q2-22    691.42   /              695.42

Q3-22    678.86   /              682.86

Q4-22    669.97   /              673.97

CAL22    685.87   /              689.87

CAL23    647.52   /              651.52

 

 

 

 

 

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