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GRAPHIC-Sanctions, OPEC cuts push Asia's heavy crude oil prices above Brent

Published 11/02/2019, 11:17 pm
Updated 11/02/2019, 11:20 pm
© Reuters.  GRAPHIC-Sanctions, OPEC cuts push Asia's heavy crude oil prices above Brent
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* Heavy crude mainly produced in Middle East, Canada, Latam

* U.S. sanctions on Venezuela, Iran hit exports

* OPEC, Russia output cuts also reducing supply

* Strong fuel oil, middle distillate margins support demand

* Asian crude appetite rises as 2 new refineries start trial runs

* Light-heavy crude oil price spread: https://tmsnrt.rs/2UPoTPP?eikon=true (Updates with analysts)

By Florence Tan

SINGAPORE, Feb 11 (Reuters) - Middle East oil benchmarks Dubai and DME Oman have nudged above prices for Brent crude, an unusual move as U.S. sanctions on Venezuela and Iran along with output cuts by OPEC tighten supply of medium to heavy oil, traders and analysts said.

Heavier grades, mainly produced in the Middle East, Canada and Latin America, typically have a high sulphur content and are usually cheaper than Brent, the benchmark for lighter oil in the Atlantic Basin.

But Dubai spot prices DUB-1M-A and DME Oman crude futures for April 1OQc1 have held above ICE (NYSE:ICE) Brent LCOc1 at Asia's market close since the start of February, data from the Intercontinental Exchange (ICE), Dubai Mercantile Exchange and Refinitiv Eikon showed.

"The forceful implementation of U.S. sanctions on Venezuelan crude exports, the greater-than-expected recent Saudi crude output cut ... and the uncertainty over U.S. sanction exemptions on Iranian crude have all served to strengthen sour crudes relative to sweet benchmarks such as Brent," said Tilak Doshi, a Singapore-based analyst at consultancy Muse, Stancil & Co.

U.S. sanctions on Venezuela that suddenly halted its crude exports to the United States last month created a strong pull for medium and heavy crude from elsewhere, traders and analysts said.

The sanctions, aimed at blocking Venezuelan President Nicolas Maduro's access to the nation's oil revenue, will be extended to non-U.S. oil buyers from April 28, potentially stopping them from paying for Venezuelan oil in U.S. dollars. uncertainty over whether Washington will in May extend waivers to sanctions on Tehran's oil exports that it previously granted to top Iranian crude buyers - China, India, Japan and South Korea - is also boosting Middle East oil prices.

A decision by the Organization of the Petroleum Exporting Countries and Russia to rein in oil output has buoyed heavy crude prices as well. Market observers expect Middle East producers to cut output of heavier oil to meet the curbs. U.S. may have to replace more than 500,000 bpd (barrels per day) of Venezuelan crude with other more expensive heavy crude sources from the Middle East, particularly as Canadian and Mexican flows to the U.S. are essentially maxed out," JBC Energy said in a note.

MISSION TO BUY MARS

Strong demand from the United States for heavy oil to replace Venezuelan supplies has boosted prices for U.S. Mars crude and Latin American grades, restricting supplies of those cargoes to Asia, traders said. of Mars crude for April delivery to North Asia have risen more than $1 a barrel, while spot premiums for Latin American grades such as Castilla from Colombia, have climbed by $2 a barrel, traders said.

Castilla was sold out even before its loading programme was released, one of the traders said. The sources declined to be identified as they were not authorised to speak to the media.

U.S. refiners are also seeking more supplies from the Middle East, creating a pull for such barrels at a time when Asia's heavy oil demand is growing as two new refineries have started trial runs in China and Malaysia.

Meanwhile, refiners globally are processing more medium and heavy crude to reap higher profits from fuel oil and middle distillates. That has kept the price gap between Saudi Arabia's Arab Light and Arab Heavy crude in Asia close to the narrowest in a decade.

"Heavy sour strength is bolstered through the first half of 2019 by continued complex refinery capacity growth and tight fuel oil markets, before IMO 2020 presents a cliff for (high-sulphur fuel oil) demand," Citi analysts said.

IMO 2020 refers to a mandate by the International Maritime Organization requiring ships to switch to low-sulphur marine fuel from 2020.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ INTERACTIVE GRAPHIC: Sour crude prices rise above Brent

https://tmsnrt.rs/2UO0LNk?eikon=true GRAPHIC: Sour crude prices rise above Brent

https://tmsnrt.rs/2TBR6JB GRAPHIC: Light-heavy crude price spread narrows

https://tmsnrt.rs/2UI4iNk INTERACTIVE GRAPHIC: Light-heavy crude price spread narrows

https://tmsnrt.rs/2UPoTPP?eikon=true Factbox-U.S. sanctions strand Venezuelan oil cargoes on tankers

ID:nL1N2031Z8

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