Asia Fuel Oil-Hi-5 spread crunches to narrowest in about 11 months

Reuters
Feb 06
Asia Fuel Oil-Hi-5 spread crunches to narrowest in about 11 months

SINGAPORE, Feb 6 (Reuters) - Asia's hi-5 fuel oil spread narrowed to nearly an 11-month low as of Friday, with the very low-sulphur fuel oil (VLSFO) market coming under pressure in recent sessions while high sulphur fuel oil (HSFO) retained strength.

The hi-5, which reflects VLSFO's premium over the price of 380-cst HSFO, fell to about $40 a metric ton as of Friday's Asia close, showed prompt-month data by LSEG. FO05-380SGMc1

A flurry of trades emerged at the end of the trading week, though spot differentials were broadly steady, with 380-cst HSFO's rally taking a breather.

Separately, Pakistan's PARCO offered 50,000 tons of 180-cst HSFO for loading after February 20, based on trade sources. The tender closes on February 9. FUEL/A

Cracks for both grades were rangebound, with February 380-cst HSFO crack FO380BRTCKMc1 closing at a discount near $4.65 a barrel, while VLSFO crack LFO05SGBRTCMc1 climbed to a premium of about $4.65 a barrel, LSEG data showed.

INVENTORY DATA

- ARA fuel oil inventories STK-FO-ARA fell 10.8% to 1.03 million tons in the week to February 1, based on data from Dutch consultancy Insights Global.

OTHER NEWS

- Oil rose more than 1% on Friday but were heading for their first weekly drop in nearly two months, as supply concerns eased and investors focused on the outcome of U.S.-Iran talks due later in the day. O/R

- Saudi Arabia cut the official selling price of March Arab Light crude to Asia to a more than five-year low on Thursday, marking the fourth straight month of price cuts.

- Chevron is one of at least two companies vying for Lukoil's global assets, despite the Russian energy company's initial agreement last week to sell them to U.S. private equity firm Carlyle, four sources familiar with the conversations said.

- Japan's Mitsui & Co is close to buying a stake in the second phase of QatarEnergy's massive North Field project as it seeks to secure stable liquefied natural gas supply, five sources close to the matter told Reuters.

WINDOW TRADES O/AS

- 180-cst HSFO: No trade

- 380-cst HSFO: Two trades

- 0.5% VLSFO: Five trades

ASSESSMENTS

FUEL OIL

CASH ($/T)

ASIA CLOSE

CHANGE

PREV CLOSE

RIC

Cargo - 0.5% VLSFO

457.17

-4.59

461.76

MFO05-SIN

Diff - 0.5% VLSFO

-1.75

-0.80

-0.95

MFO05-SIN-DIF

Cargo - 180cst

423.71

-3.08

426.79

FO180-SIN

Diff - 180cst

8.85

-1.10

9.95

FO180-SIN-DIF

Cargo - 380cst

422.89

-2.28

425.18

FO380-SIN

Diff - 380cst

12.05

-0.20

12.25

FO380-SIN-DIF

Bunker (Ex-wharf) Premium - 380cst

2.00

0.00

2.00

Bunker (Ex-wharf) Premium - 0.5% VLSFO

4.00

0.00

4.00

For a list of derivatives prices, please refer to ENSWAP/INFO or the RICs below:

180cst M1

FO180SGSWMc1

180cst M1/M2

FO180SGSDMc1

380cst M1

FO380SGSWMc1

380cst M1/M2

FO380SGSDMc1

0.5% VLSFO M1

LFO05FSGMc1

0.5% VLSFO M1/M2

LFO05FSGSMc1

Cracks 180cst-Brent M1

FO180BRTCKMc1

Cracks 180cst-Dubai M1

FO180SGCKMc1

Cracks 380cst-Brent M1

FO380BRTCKMc1

Cracks 380cst-Dubai M1

FO380DUBCKMc1

Cracks 0.5% VLSFO-Brent M1

LFO05SGBRTCMc1

Cracks 0.5% VLSFO-Dubai M1

LFO05SGDUBCMc1

Visco 180cst/380cst M1

FOVISSGDFMc1

Hi-5 0.5% VLSFO/380cst M1

FO05-380SGMc1

GoFo 10PPM/0.5% VLSFO M1

GO10FO05FSGMc1

East-West M1

FOSGEWMc1

Barges M1

HFOFARAAMc1

Barges M1/M2

HFOFARAASMc1

Crack Barges-Brent M1

HFOFARAACMc1

(Reporting by Jeslyn Lerh; Editing by Leroy Leo)

((jeslyn.lerh@thomsonreuters.com))

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