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Asia residual fuel - Key market indicators this week - S&P Global

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Singapore — Asian residual fuel markets are poised to garner support at prevailing levels going into a holiday-curtailed trading week, traders said Monday. Even so, the benchmark Singapore Marine Fuel 0.5% market was unlikely to witness any significant upside from current levels either, said traders.

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Even as western arbitrage inflows of low sulfur material in Singapore for May arrival is expected to come in lower than April, existing high stockpiles of IMO-complaint material would ensure that the market remains relatively well-supplied for May, traders said.

Low sulfur material to the tune of 2 million-3 million mt is expected to arrive in Singapore for May. This compares with between 3 million-4 million mt that is estimated to have arrived for April. Inventories to the tune of over 10 million mt is estimated to be stored on tanks and on floaters in and around Singapore.

On the high sulfur fuel oil side, traders expect the market to trade steady in the near term as the market seeks to stabilize after one of Singapore's top bunker suppliers and embattled oil trader Hin Leong Trading's bunkering arm Ocean Bunkering Services stopped supply from April 18.

MARINE FUEL 0.5%

** The market structure at the front of the Singapore Marine Fuel 0.5% swaps curve signaled that the market would remain steady for the near term. Singapore Marine Fuel 0.5% June/July swaps spread was heard trading steady at minus $9/mt levels in mid-morning trade Monday, said broking sources, unchanged from Asian close Thursday.

** The end-user Marine Fuel 0.5% bunker market was especially expected to trade higher for the near term as a result of a fall out from Ocean Bunkering Services canceling all of its bunker fuel deliveries. Singapore-delivered Marine Fuel 0.5% bunker premium to Singapore Marine Fuel 0.5% cargo, which had plunged to an all time low of $7.39/mt on April 9, rose to an eight-week high of $36.08/mt on Thursday, S&P Global Platts data showed.

** Meanwhile, trading in the North Asia bunkering hubs Shanghai and Tokyo Bay was expected to be lackluster due to public holidays this week, said traders.

** Tokyo Bay-delivered Marine Fuel 0.5% bunker premium to FOB Singapore gasoil 10 ppm cargo assessment stood at $1.54/mt Thursday, down from $27.51/mt on last Monday. Ample supply in China led the same differential for Shanghai-delivered Marine Fuel 0.5% bunker down to $4.78/mt Thursday, from $14.88/mt on last Monday.

HIGH SULFUR FUEL OIL

** A lack of demand amid ample supply has led Singapore HSFO market to come under pressure in recent days, but drawdown in stocks from prevailing levels was expected to keep the market in good stead in the near term, traders said.

** Reflecting this optimism, the market structure at the front of the Singapore 380 CST HSFO swaps curve was heard trading higher at minus $8.75/mt in mid-morning trades, said broking sources. This compares with its assessment of minus $9.75/mt at the Asian close on Thursday.

** Singapore 380 CST HSFO cash differential to the Mean of Platts Singapore 380 CST HSFO fell to minus $13.1/mt Thursday, the lowest since it was assessed at minus $14.16/mt on August 28, 2006, Platts data showed.

** The end-user bunker market has traded firm in the recent days though, a trend that is expected to continue in the ensuing days, said traders.

** Singapore-delivered 380 CST bunker premium to Singapore 380 CST HSFO cargo has firmed from an eight-week low of $12.24/mt on April 6 to be assessed at $30.54/mt, Thursday, Platts data showed.

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