Morning Oil Report 10/5/21

At 11:46 am Singapore time (0346 GMT), the ICE Brent July contract was up 29 cents/b (0.42%) from the May 7 settle at $68.57/b, while the June NYMEX light sweet crude contract was up 19 cents/b (0.29%) at $64.90/b.

 

As a result of the positive tracks made with the UK vaccine programme, fuel sales here in the UK have hit their highest levels since March of 2020 as the restriction on travel are relaxed as 17th May approaches and further freedoms are granted to the population. Analysts have earmarked that the vaccines are tangible proof of how the world is going to leave the pandemic behind with over half of the UK adult population receiving at least one dose of the vaccine. (Oilprice.com)

 

The Indian Oil and Gas minister had thanked his counterparts in the middle east for their support in supplying Oxygen to India when it was needed most as the country still grapples to get the COVID-19 pandemic under control. This comes as Indian refiners reversed steep cuts in oil purchases in May for a steady supply in June loadings. (Reuters)

 

Baker Hughes reported on Friday that the number of oil and gas rigs in the United States increased by 8 this week, bringing the total rig count to 448. In the week prior, the U.S. oil and gas rig count increased by 2. The total number of active oil and gas drilling rigs in the U.S. is now 74 more than this time last year. (Oilprice.com)

 

Tuesday will see OPEC release its monthly market report, which will include OPEC supply numbers for April, along with the group’s views on the outlook for the market. This will be followed by the EIA’s Short-term Energy Outlook on the same day. Wednesday will see the IEA release its monthly oil market report, in which they will share their outlook for the oil market.

 

In fuel, market sentiment is bullish for the week beginning 10th May, with the market being buoyed by regional demand for procurement of fuel to meet power needs, with Saudi Arabia driving the way. In terms of the VLSFO, downstream demand remains somewhat uncertain owing to the increasing prevalence of COVID cases in India and Asia, with inventories remaining high. (S&P Global Platts)

 

 

INDEX: (MTD Estimates)

* Sing 380: 386.87

* Rott 3.5%: 374.88

* Sing 0.5%: 497.69

* Rott 0.5%: 479.00

 

 

*Rotterdam 3.5% INDIC*                                            

Jun21    374.25   /             376.25

Jul21      372.50   /             374.50

Aug21   369.50   /             371.50

Sep21    365.50   /             367.50

Oct21    360.75   /             362.75

Nov21   356.75   /             358.75

Q3-21    369.00   /             371.00

Q4-21    357.00   /             359.00

Q1-22    350.00   /             352.00

Q2-22    344.00   /             347.00

CAL22    341.00   /             347.00

 

 

*Singapore 380 INDIC*

Jun21    384.25   /             386.25

Jul21      383.75   /              385.75

Aug21   382.25   /             384.25

Sep21    379.75   /             381.75

Oct21    376.75   /             378.75

Nov21   374.50   /             376.50

Q3-21    381.75   /             383.75

Q4-21    374.50   /             376.50

Q1-22    369.00   /             371.00

Q2-22    363.25   /             366.25

CAL22    360.00   /             366.00

 

 

*Rott VLSFO 0.5% INDIC*                                           

Jun21    482.75   /              487.75

Jul21      482.50   /              487.50

Aug21   482.25   /              487.25

Sep21    481.75   /              486.75

Oct21    481.00   /              486.00

Nov21   480.00   /              485.00

Q3-21    482.25   /              487.25

Q4-21    480.00   /              485.00

Q1-22    475.75   /              481.75

Q2-22    470.75   /              478.75

CAL22    468.00   /              476.00

 

 

*Sing VLSFO 0.5% INDIC*                                            

Jun21    501.75   /              506.75

Jul21      502.25   /              507.25

Aug21   502.00   /              507.00

Sep21    501.75   /              506.75

Oct21    501.50   /              506.50

Nov21   501.00   /              506.00

Q3-21    502.00   /              507.00

Q4-21    500.75   /              505.75

Q1-22    497.75   /              503.75

Q2-22    492.75   /              500.75

CAL22    490.00   /              498.00

 

 

*Sing 10ppm GO INDIC*                                              

Jun21    74.25     /              74.39

Jul21      74.23     /              74.43

Aug21   74.25     /              74.45

Sep21    74.17     /              74.37

Oct21    74.10     /              74.30

Nov21   73.90     /              74.10

Q3-21    74.15     /              74.45

Q4-21    73.82     /              74.12

Q1-22    73.42     /              73.72

Q2-22    73.11     /              73.41

CAL22    72.91     /              73.31

 

*ICE Gasoil 10ppm INDIC*                                          

Jun21    558.43   /              562.43

Jul21      559.52   /              563.52

Aug21   560.51   /              564.51

Sep21    561.56   /              565.56

Oct21    560.96   /              564.96

Nov21   558.67   /              562.67

Q3-21    560.55   /              564.55

Q4-21    559.34   /              563.34

Q1-22    555.84   /              559.84

Q2-22    548.78   /              552.78

CAL22    551.09   /              555.09

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