Europe Distillates-Diesel margins steady as US stocks fall

Reuters2024-11-21
Europe Distillates-Diesel margins steady as US stocks fall

LONDON, Nov 20 (Reuters) - Northwest European diesel profit margins were little changed on Wednesday, falling 6 cents to $18.77 a barrel, while in the U.S., diesel stocks fell by more than analysts' expectations.

  • Diesel margins were at their highest since August at the start of this week, LSEG data show.

  • "Despite higher inventories at the ARA hub, the combination of strong winter demand and easing incoming flows is likely to sustain current market momentum," LSEG analyst Rakesh Varma said on Tuesday.

  • U.S. crude oil and gasoline inventories last week rose more than forecast, while distillate stockpiles posted a larger-than-expected draw, the Energy Information Administration said on Wednesday.

  • Distillate stockpiles USOILD=ECI, which include diesel and heating oil, fell by 100,000 barrels in the week to 114.3 million barrels, versus expectations for a 20,000-barrel decline.

  • Asia's jet fuel imports from India are set to hit multi-year highs in November ahead of peak winter demand after refinery outages and lower exports from China crimped supplies, according to industry sources and ship tracking data.

  • Nigerian state-owned oil firm NNPC Ltd has issued a tender to export a fuel oil cargo from its mothballed Port Harcourt oil refinery, the latest step towards resuming operations at the plant, an official said on Wednesday.

Trades

Bids

Offers

Previous Session

Seller

Buyer

0.1 GO Barge

diffs fob ARA per tonne GO-ED-ARA

0.1 GO Cargo

diffs cif NEW per tonne GO-CND-NWE

0.1 GO Cargo

diffs cif Med per tonne GO-CND-MED

Dec +$1

50ppm barge diffs fob ARA per tonne

GO50PPM-ED-ARA

Diesel

Trades

Bids

Offers

Previous Session

Seller

Buyer

Diesel barge

diffs fob ARA

per tonne

ULSD10-BD-ARA

Diesel cargo

diffs cif NWE

per tonne

ULSD10-ANYD-NWE

Dec +$12

Diesel cargo

diffs cif Med

per tonne

DL-CIFD-MED

Dec +$9.50

Med +$0.75

Jet fuel

Trades

Bids

Offers

Previous Session

Seller

Buyer

Jet fuel barge

diffs fob FARAG

per tonne

JET-BD-ARA

Jet fuel cargo

cif NWE per tonne

JET-CD-NWE

CCM -$5

CCM -$3

Fuel Oil

Trades

Bids

Offers

Previous Session

Seller

Buyer

0.5% barge fob ARA per tonne

$419-420 (3 barges)

Orim, Gunvor

Peninsula

3.5% barge

fob ARA per tonne HFO-ARA

$493.25-494 (6 barges)

Mercuria, BP

United, Total, Orim, Mercuria

ICE Low Sulphur Gasoil

LGOc1

Previous

Diesel ARA Barge Cracks vs Brent futures (per barrel)

$18.77

$18.83

Diesel spread

LGOc1-LGOc2

(Reporting by Robert Harvey; Editing by Tasim Zahid)

((Robert.Harvey@thomsonreuters.com; +447552256587;))

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