Asia Distillates-Diesel cash diffs slip, regrade narrows further; more jet fuel window deals emerge

Reuters
Feb 23
Asia Distillates-Diesel cash diffs slip, regrade narrows further; more jet fuel window deals emerge

SINGAPORE, Feb 23 (Reuters) - Asia's diesel spot discussions were slightly thin amid a weaker paper market backwardation, though traders eyed more March refiner sales, while the jet fuel window was bustling with March buying activity.

Spot activity will gradually pick up this week as some refiners have yet to clear their March sales requirement, though discussions could still remain in the discounted territory, several trade sources say.

Regionally, at least one southeast Asian exporter also started spot offers for March shipments

On the demand front, prompt buying interest from Indonesia's Pertamina emerged via a tender that closes today. [MDIS/TENDA}

The 10ppm sulphur gasoil refining margins GO10SGCKMc1 were little changed at around $21.5 a barrel.

Cash differentials GO10-SIN-DIF slipped to its lowest since February 5, easing to $1.05 a barrel, in line with the softening market structure and lower-priced offers on the trading window.

Meanwhile, jet fuel spot activity on the trading window stayed upbeat as Vitol continued with its March purchases - extending their buys from last month.

The Western trading major has so far bought 400,000 barrels of the aviation and heating fuel for March 5-14 delivery, data from trade sources show.

Regrade JETREG10SGMc1 discounts reduced, hitting its narrowest since end-January of around 35 cents per barrel.

SINGAPORE CASH DEALS O/AS

- No gasoil deal, two jet fuel deals

NEWS

- Australia's top fuel retailer Ampol reported a better-than-expected annual profit on Monday, driven by strong refining margins at its Lytton refinery in Queensland and a robust performance from its convenience retail operations.

- Indonesian state oil and gas firm Pertamina said on Friday that energy product imports from the U.S. will still be conducted through a bidding process following the conclusion of a trade deal between the two countries.

- State energy major Saudi Aramco has sold several cargoes of ultra light crude oil from its $100 billion Jafurah gas plant to U.S. majors and an Indian refiner as it prepares to export its first cargo later this month, four trade sources said.

- Oil prices fell about 1% on Monday as the U.S. and Iran prepared for a third round of nuclear talks, easing fears of an escalating conflict, while President Donald Trump's fresh tariff hikes created uncertainty for global growth and fuel demand. O/R

PRICES

MIDDLE DISTILLATES

CASH ($/BBL)

ASIA CLOSE

Change

Prev Close

RIC

Spot Gas Oil 0.25%

90.29

-1.05

91.34

GO25-SIN

GO 0.25 Diff

-0.59

-0.05

-0.54

GO25-SIN-DIF

Spot Gas Oil 0.05%

90.95

-1.05

92.00

GO005-SIN

GO 0.05 Diff

0.06

-0.06

0.12

GO005-SIN-DIF

Spot Gas Oil 0.001%

91.93

-1.24

93.17

GO10-SIN

GO 0.001 Diff

1.05

-0.25

1.29

GO10-SIN-DIF

Spot Jet/Kero

91.81

-0.73

92.54

JET-SIN

Jet/Kero Diff

1.29

0.05

1.25

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 Ronojoy Mazumdar)

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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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