FIS Fuel Oil Morning Report 13/10/21

At 10:30 am Singapore time (0230 GMT), the ICE December Brent futures contract was down 61 cents/b (0.73%) from the previous close at $82.81/b, while the NYMEX November light sweet crude contract was 58 cents/b (0.72%) lower at $80.06/b.

 

The pause in the recent sustained rally could prompt profit taking, but that may also prompt buying on the dips by market participants anticipating more upside to emerge in the coming week. Investors are awaiting the release of weekly US stocks data by the American Petroleum Institute later Oct. 13 and more definitive numbers by the US Energy Information Administration the following day for fresh pricing cues. Analysts polled Oct. 11 by S&P Global Platts were expecting the data to show a 500,000-barrel draw in US crude stocks to 420.4 million barrels for the week ended Oct. 8, which would run counter to seasonal trends; US inventories typically build as refinery runs slow with the onset of shoulder season maintenance. (S&P Global Platts)

 

Global demand for fossil fuels could peak by 2025 if the world’s current climate pledges are fully met, but oil demand would still remain at three-quarters of current levels by 2050, missing climate targets by a wide margin, the International Energy Agency said Oct. 13. Under a new ‘Announced Pledges Scenario’ (APS), oil demand peaks soon after 2025 at 97 million b/d and then falls by around 1 million b/d per year to 2050, the IEA said in its latest World Energy Outlook. By 2050, however, the world would still be consuming 77 million b/d, down from around 100 million b/d currently. Although oil use falls by around 4 million b/d in countries with net-zero pledges between 2020 and 2030, the IEA data shows, that is offset by an 8 million b/d increase in the rest of the world. (S&P Global Platts)

 

 

OIL MARKET ROUND-UP:
* China Raises Coal and Gas Imports to Counter Energy Crisis
* China Could Win Energy Crisis Reprieve as Coal Mines Recover
* Total Sees Asia Switching to Fuel Oil as Gas Costs Soar
* China Sept. Crude Oil Imports 41.051m Tons: Customs
* Renewable Fuels Output Set to Surge in Clean-Energy Push
* European Gas Reverses Drop With Traders Awaiting Russian Exports

 

Singapore 380 INDIC                                     

Nov21   481.75   /             483.75

Dec21    476.50   /              478.50

Jan22     471.00   /             473.00

Feb22    467.00   /             469.00

Mar22   462.75   /             464.75

Apr22    459.00   /             461.00

Q1-22    467.00   /             469.00

Q2-22    455.50   /             457.50

Q3-22    445.00   /             447.00

Q4-22    433.50   /             436.50

CAL22    450.00   /             453.00

 

Rotterdam 3.5% INDIC                                 

Nov21   459.25   /             461.25

Dec21    454.25   /             456.25

Jan22     449.75   /             451.75

Feb22    446.50   /             448.50

Mar22   443.00   /             445.00

Apr22    439.25   /             441.25

Q1-22    446.50   /             448.50

Q2-22    435.50   /             437.50

Q3-22    423.25   /             425.25

Q4-22    409.50   /             412.50

CAL22    428.25   /             431.25

 

Singapore VLSFO 0.5% INDIC                                     

Nov21   587.25   /              592.25

Dec21    583.75   /              588.75

Jan22     579.75   /              584.75

Feb22    576.25   /              581.25

Mar22   572.75   /              577.75

Apr22    569.50   /              574.50

Q1-22    576.25   /              581.25

Q2-22    566.25   /              571.25

Q3-22    556.00   /              562.00

Q4-22    546.25   /              552.25

CAL22    561.00   /              567.00

 

Rotterdam VLSFO 0.5% INDIC                                   

Nov21   564.00   /              569.00

Dec21    560.75   /              565.75

Jan22     557.50   /              562.50

Feb22    554.25   /              559.25

Mar22   550.75   /              555.75

Apr22    547.25   /              552.25

Q1-22    554.25   /              559.25

Q2-22    543.75   /              548.75

Q3-22    532.75   /              538.75

Q4-22    522.25   /              528.25

CAL22    538.00   /              544.00

 

Sing 10ppm GO INDIC                                   

Nov21   94.41     /              94.55

Dec21    93.62     /              93.82

Jan22     92.94     /              93.14

Feb22    92.28     /              92.48

Mar22   91.61     /              91.81

Apr22    90.97     /              91.17

Q1-22    92.30     /              92.50

Q2-22    90.35     /              90.55

Q3-22    88.54     /              88.74

Q4-22    87.08     /              87.28

CAL22    89.46     /              89.86

 

Ice Gasoil Swap                                               

Nov21   713.21   /              715.21

Dec21    708.40   /              710.40

Jan22     703.39   /              705.39

Feb22    698.11   /              700.11

Mar22   692.56   /              694.56

Apr22    687.14   /              689.14

Q1-22    698.00   /              700.00

Q2-22    683.18   /              685.18

Q3-22    672.34   /              674.34

Q4-22    663.25   /              665.25

CAL22    678.70   /              681.70

 

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

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