FIS Fuel Oil Morning Report 25/05/21

Brent crude futures LCOc1 were up 14 cents, or 0.2%, at $68.60 a barrel by 0400 GMT, having jumped 3% on Monday. U.S. West Texas Intermediate futures CLc1 was up 8 cents at $66.13 a barrel, after gaining 3.9% the previous session.

 

The case for oil to remain on target to hit $80 is still intact according to Goldman Sachs as even though Coronavirus cases in India still persist, due to the high rollout of vaccines especially in Europe and the US as demand for travel quickly picks up. The bank is expecting to see the biggest ever increase in oil demand over the summer as lockdown restrictions ease a freedom of most movement is restored with oil demand increasing by up to 5 million barrels a day over the next six months. Iran supply woes have eased over the weekend and into Monday, as oil recovered last week’s heavy losses by gaining over 3% yesterday.

 

With the cases of COVID-19 numbers slowly easing in India, we are yet to witness the full extent of their third wave with April crude loading numbers and refinery runs still strong in last months official figures. Although India started to witness record COVID-19 cases in the early part of April, the number of regional lockdowns started to increase only towards the later part of the month and early May, while the country stayed away from a national lockdown. As a result, refiners met all their April import commitments, analysts said. (S&P Global Platts)

 

 

INDEX: (MTD Estimates)

* Sing 380: 372.14

* Rott 3.5%: 363.77

* Sing 0.5%: 485.86

* Rott 0.5%: 473.42

 

 

*Rotterdam 3.5% INDIC*                                            

Jun21    360.25   /             362.25

Jul21      360.25   /             362.25

Aug21   358.25   /             360.25

Sep21    355.00   /             357.00

Oct21    351.25   /             353.25

Nov21   347.50   /             349.50

Q3-21    358.00   /             360.00

Q4-21    348.00   /             350.00

Q1-22    342.25   /             344.25

Q2-22    338.00   /             341.00

CAL22    333.25   /             339.25

 

*Singapore 380 INDIC*

Jun21    366.75   /             368.75

Jul21      368.25   /              370.25

Aug21   368.50   /             370.50

Sep21    367.25   /             369.25

Oct21    365.25   /             367.25

Nov21   363.00   /             365.00

Q3-21    368.00   /             370.00

Q4-21    363.25   /             365.25

Q1-22    359.00   /             361.00

Q2-22    354.75   /             357.75

CAL22    350.25   /             356.25

 

*Rott VLSFO 0.5% INDIC*                                           

Jun21    465.50   /              470.50

Jul21      465.50   /              470.50

Aug21   465.50   /              470.50

Sep21    465.50   /              470.50

Oct21    465.25   /              470.25

Nov21   464.75   /              469.75

Q3-21    465.50   /              470.50

Q4-21    464.75   /              469.75

Q1-22    461.75   /              467.75

Q2-22    457.25   /              465.25

CAL22    454.75   /              462.75

 

*Sing VLSFO 0.5% INDIC*                                            

Jun21    480.25   /              485.25

Jul21      482.75   /              487.75

Aug21   484.50   /              489.50

Sep21    485.25   /              490.25

Oct21    485.75   /              490.75

Nov21   485.75   /              490.75

Q3-21    484.25   /              489.25

Q4-21    485.75   /              490.75

Q1-22    484.00   /              490.00

Q2-22    480.00   /              488.00

CAL22    477.00   /              485.00

 

*Sing 10ppm GO INDIC*                                              

Jun21    74.79     /              74.93

Jul21      74.63     /              74.83

Aug21   74.53     /              74.73

Sep21    74.45     /              74.65

Oct21    74.33     /              74.53

Nov21   74.12     /              74.32

Q3-21    74.50     /              74.80

Q4-21    74.05     /              74.35

Q1-22    73.47     /              73.77

Q2-22    73.03     /              73.33

CAL22    72.86     /              73.26

 

*ICE Gasoil 10ppm INDIC*                                          

Jun21    560.38   /              564.38

Jul21      561.64   /              565.64

Aug21   562.51   /              566.51

Sep21    563.23   /              567.23

Oct21    562.65   /              566.65

Nov21   560.25   /              564.25

Q3-21    562.45   /              566.45

Q4-21    560.61   /              564.61

Q1-22    557.13   /              561.13

Q2-22    551.56   /              555.56

CAL22    550.85   /              554.85

 

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

 

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Email: RickyF@freightinvestor.com

Mobile: (+44) 7868 708719

 

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Email: SamT@freightinvestor.com

Mobile: (+44) 7729 118643

 

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Email: jessied@freightinvestor.com

Mobile: (+86)1352 4516743

 

Jarryd Smith
Email: jarryds@freightinvestor.com
Mobile: (+65) 87984987

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