Asia Distillates-Diesel structure softens further; regrade back at discount

Reuters
02/26
Asia Distillates-Diesel structure softens further; regrade back at discount

SINGAPORE, Feb 26 (Reuters) - Asia's diesel markets softened further ahead of the month-end closing period, as traders weighed larger-than-expected March supply against pockets of demand.

One regional buyer is expected to step up purchases for March delivery soon, though further details could not be confirmed.

Meanwhile, buying interest from the West has remained steady since the start of the year, with barrels, including gasoline, heading to some parts of Latin America this month as well.

East-west price spreads held firm at discounts of slightly more than $50 per metric ton, tracking faster gains in ICE gasoil futures.

Refining margins GO10SGCKMc1 steadied at around $22.3 a barrel, barely moving from the previous session.

Cash differentials GO10-SIN-DIF fell to a three-week low, ending the session at premiums of 87 cents per barrel.

For jet fuel, China's spot sale activities stayed brisk for March, with at least two more exporters still looking to offload cargoes.

Meanwhile, the Asia-U.S. West Coast price spreads were also supportive, with Asian paper markets at least $13 a barrel above U.S. West Coast paper markets.

However, discussions for some March spot cargoes remained in discounted territory.

Regrade JETREG10SGMc1 returned to slight discounts of 20-30 cents per barrel.

SINGAPORE CASH DEALS O/AS

- No deal for gasoil or jet fuel

INVENTORIES

- U.S. crude inventories rose by the most last week since February 2023, as refinery utilization slowed and imports increased, the Energy Information Administration said on Wednesday. EIA/S

- Singapore's middle distillate inventories declined for a second straight week, tracking the rise in net exports of diesel and jet fuel, official government data showed on Thursday. O/SING1

REFINERY NEWS REF/OUT

- Valero Energy Corp's 205,000 barrel-per-day (bpd) Houston refinery is recovering from an electrical power interruption on Wednesday morning, the company said in a notice filed with a community warning system.

NEWS

- OPEC+ is likely to consider raising its oil output by 137,000 barrels per day for April, three sources with knowledge of OPEC+ thinking said as the group prepares for peak summer demand and a price boost from tensions between the U.S. and OPEC member Iran.

- An Indonesian court is set to deliver verdicts on Thursday on nine people facing charges related to alleged illegal imports of crude oil, leasing of a fuel terminal, and other actions that caused a loss to the state of 285 trillion rupiah ($17 billion).

- Oil prices inched up on Thursday as investors gauged whether U.S.-Iran talks could avert a military conflict that risks supply disruptions, though gains were capped by a build in U.S. crude inventories. O/R

PRICES

MIDDLE DISTILLATES

CASH ($/BBL)

ASIA CLOSE

Change

Prev Close

RIC

Spot Gas Oil 0.25%

91.15

0.18

90.98

GO25-SIN

GO 0.25 Diff

-0.67

-0.09

-0.58

GO25-SIN-DIF

Spot Gas Oil 0.05%

91.80

0.22

91.58

GO005-SIN

GO 0.05 Diff

-0.02

-0.05

0.03

GO005-SIN-DIF

Spot Gas Oil 0.001%

92.69

0.22

92.47

GO10-SIN

GO 0.001 Diff

0.87

-0.05

0.92

GO10-SIN-DIF

Spot Jet/Kero

92.66

-0.01

92.67

JET-SIN

Jet/Kero Diff

1.13

0.02

1.11

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 Cracks M1

GOSGCKMc1

Gasoil 500ppm-Dubai Cracks M2

GOSGCKMc2

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

(Reporting by Trixie Yap; Editing by Eileen Soreng)

((trixie.yap@thomsonreuters.com;))

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