Oil Through the Looking Glass 29/10/20

*Asian Buyers Boost Physical Oil as Pandemic Punishes Futures* Traders have a view that China and India have bolstered demand for physical oil even though prices are being hammered by oversupply and demand problems that are sending shockwaves through the oil market, with lows on Thursday touching $36.64 before bouncing back up at midafternoon.   Chinese …

Singapore Iron Ore Derivatives Report 29/10/20

Market Commentary Iron ore futures were largely flat on Thursday as investors weighed rising global supplies against declining steel inventories.  Fortescue Metals Group Ltd, the no. 4 exporter, said on Thursday that quarterly shipment climbed 5% and that it is considering options to increase cargoes from Australia. This came after Brazilian producer Vale is ramping …

Morning Oil Report 29/10/20

Brent crude futures were up 4 cents, or 0.10%, at $39.16 a barrel. U.S. West Texas Intermediate (WTI) crude futures edged up 7 cents, or 0.19%, to $37.46 a barrel by 0517 GMT. Brent lost over 4.5% during Wednesday’s session.   Hurricane Zeta looked like it was about to bring a welcome break in supply …

DCE inches up on better steel margins

Iron ore futures maintained its upward climb after recent rally, driven by better steel margins from anticipated stricter environmental curbs. The most-traded iron ore for January 2021 delivery on China’s Dalian Commodity Exchange booked a small gain of 0.71% day-on-day to RMB 779.50/mt on Thursday. Similarly, the steel rebar contract on the Shanghai Futures Exchange …

Capesize rates dip on selling pressures

Capesize freight rates dipped on selling pressure after the recent uptick in the physical market. Thus, the Capesize 5 time charter average fell by $725 day-on-day to $17,881 on Wednesday, after a fresh wave of selloff in the market. The Baltic Dry Index (BDI) went with the dip and dropped by 2.05% or 29 points …

Oil Through the Looking Glass 28/10/20

*Oil in Reverse as Rise in U.S. Crude Stocks Fans Oversupply Fears* Oil gave up Tuesday’s gains as oversupply hangs over the market given the data from the API that was released showed a 4.6 million barrel crude build, on top of weakening demand from Europe and the US due to rising cases of the …

Tanker News Update 28/10/20

*Libya’s return to greatness* At the end of last week, news broke out that Libya has signed a countrywide ceasefire. The UN-backed this deal overseeing the signing of an agreement for two rival groups to sign the cease-fire on October 23rd.  This end to major conflict within the country along with the lifting of the …