FIS Fuel Oil Morning Report 22/10/21

At 11:15 am Singapore time (0315 GMT), the ICE December Brent futures contract was down 36 cents/b (0.43%) from the previous close at $84.25/b, while the NYMEX November light sweet crude contract fell 29 cents/b (0.35%) at $82.21/b.

 

Oil prices came under pressure yesterday, dragged down by the broader weakness seen across the commodities complex. Weaker natural gas and coal prices would have taken away some of the support for the oil market. In addition, comments from the Russian president that OPEC+ was increasing output slightly more than agreed has probably not helped sentiment. However, we continue to believe that with inventories drawing for the remainder of this year, along with OPEC+ taking a cautious approach in increasing output, oil prices will remain well supported for the remainder of this year. (ING)

 

Oil prices slid after Russia announced the implementation of pandemic-related restrictions in Moscow as COVID-19 infections and deaths have spiked. Russian president Vladimir Putin Oct. 20 approved a “non-working week” from Oct. 30-Nov. 7 to help slow the spread of the virus. “Crude oil prices lost momentum as sentiment was hurt by concerns that the emergence of restrictions and lockdowns in Russia and eastern Europe due to rising coronavirus cases could threaten the global economic recovery and crude oil demand,” ANZ research analysts said Oct 22. (S&P Global Platts)

 

Analysts added that some investors may be taking the opportunity to buy on weakness as the tightness in the oil market persists amid lower inventories, OPEC+ stance on hold and fuel switching from natural gas. ING research analysts shared this sentiment and highlighted that taking into account inventories drawn for the remainder of this year, along with OPEC+’s cautious approach in increasing output, oil prices will remain well supported for the rest of this year. (S&P Global Platts)

 

 

OIL MARKET ROUND-UP:
* Shell May Restart Ida-Hit Oil Platform Earlier Than Expected
* U.S. Oil Hub Draining to Levels Last Seen When Crude Cost $100
* Two Independent Chinese Refiners Buy Prompt Johan Sverdrup Crude
* Oil Barometers: Nearby WTI Spreads Surge to Strongest Since 2018
* Valero Sees Oil Products Demand Boosted by Natgas Surge Overseas

 

 

Singapore 380 INDIC     

Nov21   460.25   /             462.25

Dec21    459.75   /              461.75

Jan22     458.50   /             460.50

Feb22    457.00   /             459.00

Mar22   455.00   /             457.00

Apr22    452.75   /             454.75

Q1-22    457.00   /             459.00

Q2-22    450.00   /             452.00

Q3-22    441.50   /             443.50

Q4-22    431.50   /             434.50

CAL22    444.50   /             447.50

CAL23    407.00   /             415.00

 

Rotterdam 3.5% INDIC                                 

Nov21   446.75   /             448.75

Dec21    444.50   /             446.50

Jan22     443.00   /             445.00

Feb22    441.25   /             443.25

Mar22   438.75   /             440.75

Apr22    435.50   /             437.50

Q1-22    441.00   /             443.00

Q2-22    432.25   /             434.25

Q3-22    421.75   /             423.75

Q4-22    410.00   /             413.00

CAL22    426.00   /             429.00

CAL23    384.50   /              392.50

 

Singapore VLSFO 0.5% INDIC                                     

Nov21   598.50   /              603.50

Dec21    593.50   /              598.50

Jan22     588.50   /              593.50

Feb22    584.00   /              589.00

Mar22   579.75   /              584.75

Apr22    575.25   /              580.25

Q1-22    584.25   /              589.25

Q2-22    571.25   /              576.25

Q3-22    558.50   /              564.50

Q4-22    547.00   /              553.00

CAL22    565.00   /              571.00

CAL23    518.75   /              527.75

 

Rotterdam VLSFO 0.5% INDIC                                   

Nov21   576.25   /              581.25

Dec21    570.75   /              575.75

Jan22     566.25   /              571.25

Feb22    561.75   /              566.75

Mar22   557.50   /              562.50

Apr22    553.25   /              558.25

Q1-22    562.00   /              567.00

Q2-22    549.00   /              554.00

Q3-22    536.25   /              542.25

Q4-22    524.75   /              530.75

CAL22    542.75   /              548.75

CAL23    498.00   /              507.00

 

Sing 10ppm GO INDIC                                   

Nov21   95.10     /              95.24

Dec21    94.11     /              94.31

Jan22     93.28     /              93.48

Feb22    92.53     /              92.73

Mar22   91.80     /              92.00

Apr22    91.06     /              91.26

Q1-22    92.55     /              92.75

Q2-22    90.38     /              90.58

Q3-22    88.50     /              88.70

Q4-22    87.05     /              87.25

CAL22    89.52     /              89.92

CAL23    83.12     /              83.52

 

Ice Gasoil Swap                                               

Nov21   719.79   /              721.79

Dec21    713.49   /              715.49

Jan22     707.12   /              709.12

Feb22    700.79   /              702.79

Mar22   694.06   /              696.06

Apr22    687.65   /              689.65

Q1-22    700.65   /              702.65

Q2-22    683.38   /              685.38

Q3-22    671.68   /              673.68

Q4-22    660.57   /              662.57

CAL22    678.57   /              681.57

CAL23    633.88   /              637.88

 

 

 

 

 

For more information please contact

FIS Oil Desk

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

Mobile: (+44) 7966 968761

 

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Email: RickyF@freightinvestor.com

Mobile: (+44) 7868 708719

 

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Mobile: (+86)1352 4516743

 

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Mobile: (+65) 87984987

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