Oil Morning Report 25/01/2021

Brent crude futures for March fell 8 cents, or 0.1%, to $55.38 a barrel by 0717 GMT, while U.S. West Texas Intermediate crude for March was at $52.26 a barrel, down 1 cent.

 

EIA week ending 1/15

Crude oil: +4.4M

Gasoline: -0.3M

Distillates: +0.5M

Refiner utilz: 82.5%

Impld mogas demand: 8.11 Mbpd

 

Prices of oil came under pressure last Friday as the EIA reported a build in Crude stocks at over 4.4 million barrels. Lockdowns in the UK and Germany continue as cases rise, with France and China looking to impose further restrictions intra-nation to try and curb the spread. The rising cases in the worlds largest oil importer is causing a murmur in the oil market as participants are cautious on the effects. (Reuters)

 

The number of oil and natural gas rigs added by U.S. energy firms rose for a ninth week in a row in the week to Jan. 22, but are still 52% below this time last year, data from Baker Hughes showed.

 

Asia residual fuel markets are expected to be supported going into the last trading week of the month. An optimistic sentiment was underpinned by expectations that the markets — both low sulphur and high sulphur — would remain balanced going into trading second half February loading cargoes. (S&P Global Platts)

 

INDEX: (MTD Estimates)

* Sing 380: 324.30

* Rott 3.5%: 310.98

* Sing 0.5%: 425.41

* Rott 0.5%: 398.48

 

 

MARKETS NEWS:
* Libya Guards to Halt Oil Exports at Eastern Ports in Pay Spat
* East Coast Leads Jet Fuel Pile-Up During U.S. Air Travel Slump
* Pipeline Giants’ Houston Oil Futures Seen Launching in Months
* Iran Says It’s Reviving Oil Output to Pre-Sanctions Levels
* Trafigura CEO Says Oil Prices to Rise as Economy ‘Kicks On’
* Exxon Lifts Force Majeure on Qua Iboe Crude Oil Shipments
* U.S. Crude Posts Build, Gasoline Inventories Fall: EIA Takeaways
* Azerbaijan’s State Oil Fund Says Assets Grew 0.6% in 2020
* Norway’s Dec. Oil Production 5% Above NPD’s Prognosis
* U.S. Oil Rig Count Up 2 to 289, Baker Hughes Says

OTHER NEWS:
* Climate Change’s ‘Vicious Circle’ Boosts Demand for Fossil Fuels
* Boeing Sets 2030 Sustainable Fuels Target for Commercial Planes
* Oil’s Hired Hands See Spending Recovery Everywhere But Home

OIL PRODUCT NEWS:
* ASIA: Formosa Buys Naphtha; China’s Festive Demand
* EUROPE: Middle East Flows Drop; Pernis VDU Restarts
* U.S.: Jet Fuel Piles Up During U.S. Travel Slump

ECONOMIC DATA:
* Nigeria crude-loading programs for March expected this week
* Russian Urals program for February expected
* HOLIDAYS: New Zealand, Egypt

ANALYST VIEWS/COLUMNS:
* Goldman Says Biden’s First Steps Are Bullish for Oil Prices
* Biden Oil, Gas Moratorium Risks Lower Volume, Higher Benchmarks
* OIL MKT RESEARCH: Market May Tighten on Biden; China Virus Hit

Sing VLSFO 0.5% INDIC

Feb-21   423.25   /             425.75

Mar-21  420.50   /             423.50

Apr-21   418.75   /             421.75

May-21 417.25   /             420.75

Jun-21   416.00   /             419.50

Jul-21    414.50   /             418.50

Q2-21    417.00   /             421.00

Q3-21    413.00   /             417.50

Q4-21    409.50   /             414.50

Q1-22    406.00   /             412.00

CAL22    403.25   /             409.25

 

Rott VLSFO 0.5% INDIC                               

Feb-21   400.75   /             403.25

Mar-21  398.50   /             401.50

Apr-21   396.75   /             399.75

May-21 395.00   /             398.50

Jun-21   393.50   /             397.00

Jul-21    391.75   /             395.75

Q2-21    394.75   /             398.75

Q3-21    390.00   /             394.50

Q4-21    386.00   /             391.00

Q1-22    382.75   /             388.75

CAL22    380.50   /             386.50

 

Sing 10ppm GO INDIC                                 

Feb-21   60.18     /             60.34

Mar-21  60.34     /             60.50

Apr-21   60.42     /             60.62

May-21 60.48     /             60.68

Jun-21   60.49     /             60.69

Jul-21    60.61     /             60.81

Q2-21    60.48     /             60.68

Q3-21    60.52     /             60.92

Q4-21    60.59     /             60.99

Q1-22    60.51     /             60.91

CAL22    60.52     /             60.92

 

ICE Gasoil 10ppm INDIC                             

Feb-21   450.25   /             451.25

Mar-21  452.75   /             453.75

Apr-21   454.25   /             455.25

May-21 455.00   /             456.50

Jun-21   456.25   /             457.75

Jul-21    457.50   /             459.00

Q2-21    455.00   /             460.00

Q3-21    458.00   /             461.25

Q4-21    458.50   /             461.00

Q1-22    458.00   /             460.25

CAL22    457.75   /             460.75

 

Sing 380 cst INDIC                                        

Feb-21   323.75   /            325.75

Mar-21  324.00   /             326.00

Apr-21   322.75   /            324.75

May-21 320.75   /            322.75

Jun-21   318.25   /            320.25

Jul-21    315.75   /            317.75

Q2-21    320.00   /            323.00

Q3-21    312.00   /            315.50

Q4-21    303.50   /            307.50

Q1-22    297.25   /            301.75

CAL22    291.25   /            296.25

 

Rotterdam 3.5% INDIC                               

Feb-21   311.00   /            313.00

Mar-21  310.75   /            312.75

Apr-21   309.00   /            311.00

May-21 306.25   /            308.25

Jun-21   303.00   /            305.00

Jul-21    299.25   /            301.25

Q2-21    305.50   /            308.50

Q3-21    294.75   /            298.25

Q4-21    283.50   /            287.50

Q1-22    277.25   /            281.75

CAL22    272.00   /            277.00

 

Sing hi5 Rdam hi5           

Feb-20   100.00   90.00

Mar-20  97.00     88.00

Apr-20   96.00     88.00

May-20 97.00     89.00

Jun-20   98.00     91.00

Jul-20    100.00   93.00

Q2-21    97.00     90.00

Q3-21    101.00   96.00

Q4-21    107.00   103.00

Q1-22    110.00   106.00

Cal 22    112.00   109.00

 

 

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