Fuel Oil Morning Report 11/08/21

Morning Oil Report

 

At 9:46 am Singapore time (0147 GMT), the ICE October Brent futures contract was up 2 cents/b (0.03%) from the previous close at $70.65/b, while the NYMEX September light sweet crude contract was unchanged over the same period at $68.29/b.

 

API

Crude -0.816M

Cushing -0.413M

Gasoline -1.114M

Distillate +0.673M

 

Oil prices were also supported by news of a 816,000-barrel draw in US crude oil inventories reported by the American Petroleum Institute overnight, which exceeded the expectations of analysts surveyed by S&P Global Platts Aug. 9 of a 600,000-barrel draw. Investors will be looking to the Energy Information Administration’s weekly report due for release at 10:30 am EST (1430 GMT) Aug. 11 to confirm the draw. (S&P Global Platts)

 

Iraq wants to boost its oil production to 8 million b/ by 2027, the country’s oil minister told state-run Iraqi News Agency on Aug. 10, as OPEC’s second biggest producer targets a higher output level than previous plans. EIA cut its estimate for 2022 global oil demand growth by 100,000 b/d from last month’s outlook, now predicting demand will increase by 3.6 million b/d from 2021 to 101.3 million b/d in 2022. That would put 2022 global oil demand above pre-pandemic levels for the first time, or 350,000 b/d above the 2019 average.

 

OIL MARKET ROUND-UP:
* China’s Green Targets Seen as One Reason Behind Fuel Quota Cut
* API Reports U.S. Crude Stockpiles Dropped 816K Bbl Last Week
* New York Gasoline Jumps to 9-Month High on Short Summer Supply
* Oil Demand Monitor: Global Air Traffic Dragged Down by China
* EIA Lowers 2022 U.S. Crude Output Forecast to 11.77m b/d
* Big Oil Payouts Will Take Years to Recover From Pandemic

 

Singapore 380 INDIC                                     

Sep21    395.25   /             397.25

Oct21    389.50   /              391.50

Nov21   385.50   /             387.50

Dec21    383.00   /             385.00

Jan22     381.00   /             383.00

Feb22    379.75   /             381.75

Q4-21    386.00   /             388.00

Q1-22    379.75   /             381.75

Q2-22    375.75   /             377.75

Q3-22    370.75   /             373.75

CAL22    371.50   /             374.50

 

Rotterdam 3.5% INDIC                                 

Sep21    377.75   /             379.75

Oct21    372.75   /             374.75

Nov21   369.25   /             371.25

Dec21    366.50   /             368.50

Jan22     364.50   /             366.50

Feb22    363.25   /             365.25

Q4-21    369.50   /             371.50

Q1-22    363.25   /             365.25

Q2-22    358.75   /             360.75

Q3-22    353.00   /             356.00

CAL22    354.50   /             357.50

 

Singapore VLSFO 0.5% INDIC                                     

Sep21    508.00   /              513.00

Oct21    505.50   /              510.50

Nov21   503.00   /              508.00

Dec21    500.50   /              505.50

Jan22     498.00   /              503.00

Feb22    496.00   /              501.00

Q4-21    503.00   /              508.00

Q1-22    496.00   /              501.00

Q2-22    489.75   /              495.75

Q3-22    484.50   /              490.50

CAL22    487.25   /              493.25

 

Rott VLSFO 0.5% INDIC                                 

Sep21    488.25   /              493.25

Oct21    486.50   /              491.50

Nov21   484.50   /              489.50

Dec21    482.25   /              487.25

Jan22     480.00   /              485.00

Feb22    477.75   /              482.75

Q4-21    484.50   /              489.50

Q1-22    477.75   /              482.75

Q2-22    471.25   /              477.25

Q3-22    465.75   /              471.75

CAL22    468.75   /              474.75

 

Sing 10ppm GO INDIC                                   

Sep21    76.78     /              76.92

Oct21    76.58     /              76.78

Nov21   76.31     /              76.51

Dec21    76.03     /              76.23

Jan22     75.79     /              75.99

Feb22    75.58     /              75.78

Q4-21    76.30     /              76.50

Q1-22    75.58     /              75.78

Q2-22    75.15     /              75.35

Q3-22    74.86     /              75.06

CAL22    74.86     /              75.26

 

Ice Gasoil Swap                                               

Sep21    581.81   /              583.81

Oct21    581.02   /              583.02

Nov21   578.42   /              580.42

Dec21    576.34   /              578.34

Jan22     575.24   /              577.24

Feb22    574.10   /              576.10

Q4-21    578.60   /              580.60

Q1-22    574.28   /              576.28

Q2-22    569.75   /              571.75

Q3-22    567.65   /              569.65

CAL22    568.61   /              571.61

 

 

 

 

 

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