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Asia Distillates-Jet fuel cash discounts widen on muted trade activity

Published 2021-01-27, 06:59 a/m
© Reuters.

SINGAPORE, Jan 27 (Reuters) - Asia's cash differentials for jet fuel weakened on Wednesday, amid muted buying interest in the physical trade window, while refining profit margins for the aviation fuel dropped on firmer feedstock crude prices.

Cash discounts for jet fuel JET-SIN-DIF widened by a cent to 27 cents per barrel to Singapore quotes on Wednesday.

Traders were concerned the already-battered aviation market would be likely to remain under pressure in the near-term as several countries have tightened border restrictions and renewed travel bans to contain the pandemic.

"Although now vaccines are being deployed around the world, different countries will be vaccinated at different speed, and it would be different stages of recovery from COVID-19. Hence, travelling will still be very limited," a Singapore-based jet fuel trader said.

Next month's Lunar New Year holidays, which is typically a peak travelling season, are expected to be low key this year, especially as China battles a new wave of coronavirus cases. limit the spread of COVID-19, the Chinese government has discouraged travel in what is normally the busiest time of the year. As a result, airline bookings made as of Jan. 19 for Lunar New Year travel have plunged 73.7% compared with the holiday period in 2019, according to data from travel analytics firm ForwardKeys provided to Reuters. margins, also known as cracks, for jet fuel JETSGCKMc1 slipped to $3.12 per barrel over Dubai crude during Asian trading hours, down from $3.26 per barrel on Tuesday.

INVENTORIES

- Middle-distillate inventories in the Fujairah Oil Industry Zone climbed 16% to 4.5 million barrels in the week ended Jan. 25, data via S&P Global (NYSE:SPGI) Platts showed. FUJAIRAH/

- The weekly stocks in Fujairah have averaged 4.3 million barrels so far this year, compared with weekly averages of 4.2 million barrels in 2020, and 2.4 million barrels in 2019, Reuters calculations showed.

- U.S. distillate fuel inventories, which include diesel and heating oil, rose by 1.4 million barrels in the week to Jan. 22, compared with expectations for a draw of 361,000 barrels, data from industry group the American Petroleum Institute showed on Tuesday. API/S

SINGAPORE CASH DEALS O/AS

- No gasoil deals, no jet fuel trades

OTHER NEWS

- Iranian oil exports are climbing in January after a boost in the fourth quarter despite U.S. sanctions, three assessments showed, in a sign that the end of Donald Trump's term as U.S. President may be changing buyer behaviour. MID-DISTILLATES

CASH ($/T)

ASIA CLOSE

Change % Change Prev Close RIC Spot Gas Oil 0.5%

59.39

0.65

1.11

58.74 GO-SIN GO 0.5 Diff

-1.7

0.01

-0.58

-1.71 GO-SIN-DIF Spot Gas Oil 0.25%

59.49

0.65

1.10

58.84 GO25-SIN GO 0.25 Diff

-1.6

0.01

-0.62

-1.61 GO25-SIN-DIF Spot Gas Oil 0.05%

59.76

0.65

1.10

59.11 GO005-SIN GO 0.05 Diff

-1.33

0.01

-0.75

-1.34 GO005-SIN-DIF Spot Gas Oil 0.001%

60.81

0.65

1.08

60.16 GO10-SIN GO 0.001 Diff

-0.28

0.01

-3.45

-0.29 GO10-SIN-DIF Spot Jet/Kero

58.4

0.44

0.76

57.96 JET-SIN Jet/Kero Diff

-0.27

-0.01

3.85

-0.26 JET-SIN-DIF

For a list of derivatives prices, including margins, please

double click the RICs below.

Brent M1

BRENTSGMc1

Gasoil M1

GOSGSWMc1

Gasoil M1/M2

GOSGSPDMc1

Gasoil M2

GOSGSWMc2

Regrade M1

JETREGSGMc1

Regrade M2

JETREGSGMc2

Jet M1

JETSGSWMc1

Jet M1/M2

JETSGSPDMc1

Jet M2

JETSGSWMc2

Gasoil 500ppm-Dubai

GOSGCKMc1

Cracks M1

Gasoil 500ppm-Dubai

GOSGCKMc2

Cracks M2

Jet Cracks M1

JETSGCKMc1

Jet Cracks M2

JETSGCKMc2

East-West M1

LGOAEFSMc1

East-West M2

LGOAEFSMc2

LGO M1

LGOAMc1

LGO M1/M2

LGOASPDMc1

LGO M2

LGOAMc2

Crack LGO-Brent M1

LGOACKMc1

Crack LGO-Brent M2

LGOACKMc2

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