Black Friday is Now! Don’t miss out on up to 60% OFF InvestingProCLAIM SALE

Asia gasoline supply to be squeezed on limited production growth, strong demand

Published 27/11/2015, 05:30 pm
Asia gasoline supply to be squeezed on limited production growth, strong demand
LCO
-

* Demand to grow by 250,000 to 300,000 bpd - JBC Energy, FGE

* Production to grow by 190,000 to 200,000 - JBC Energy, FGE

* Low oil prices will continue to drive demand

By Seng Li Peng

SINGAPORE, Nov 27 (Reuters) - Asia's gasoline supplies will be squeezed in 2016 as cheap oil prices drive exceptionally strong demand, eating into regional fuel inventories at a time when refiners in Australia and Japan have shut down production capacity.

Demand for gasoline in Asia is forecast to grow 4 to 5 percent next year to 6.5 million barrels per day (bpd) or slightly more, said energy consultancies FGE and JBC Energy.

Gasoline supply, however, is expected to grow at about 3 percent to 6.5 million to 6.6 million bpd, barely enough to cover the expected consumption, JBC Energy and FGE said.

The projections point to supply tightness during high-demand periods such as summer holidays and the Muslim fasting month of Ramadan in June-July.

"Asia's current demand growth is led by light distillates, particularly gasoline," said Sri Paravaikkarasu, a senior consultant and downstream specialist for Asia with FGE.

Most recently commissioned refineries, however, have been geared for middle distillates such as diesel and jet fuel, she said, while "refining capacities shuttered in recent times are all gasoline-driven units."

This is expected to support Asia's gasoline crack, the profit earned on the fuel from refining a barrel of Brent crude.

Still, the crack is not likely to hit levels seen this year, when annual demand growth for gasoline is estimated at close to 7 percent in Asia, with supply shortages exacerbated by plant outages in the United States and Singapore.

The gasoline crack GL92-SIN-CRK has averaged more than $12 a barrel so far this year, the highest in more than six years.

SHUTTING DOWN REFINERIES

China, Japan, Indonesia and India are Asia's top four consumers of gasoline, with Indonesia and India providing most of the growth. urn:newsml:reuters.com:*:nL3N13C3D8

And while demand is falling in Japan and steady in Australia, companies in the two countries have been shutting refineries to curtail overcapacity or in favour of cheaper imports. urn:newsml:reuters.com:*:nL3N0WY3QE urn:newsml:reuters.com:*:nL3N0Y54A0

Japan permanently shut some 1 million bpd of its refining capacity between 2009 and 2014. Another 400,000 bpd will be closed from 2014 to 2017. urn:newsml:reuters.com:*:nL3N0T02MD

In Australia, fuel imports are expected to grow by as much as 40 percent this year due to the shutdown of more than 300,000 bpd of refining capacity between 2012 and mid-2015. urn:newsml:reuters.com:*:nL3N0YP2SK

Although China will allow some independent refineries or "teapots" to export fuel next year for the first time, this will have little impact on easing tight gasoline supplies, said sources with refineries in North Asia. urn:newsml:reuters.com:*:nL3N13J36G

"Gasoline production from teapots won't be huge like diesel. Due to these small volumes, it would make little economic sense for them to export gasoline," said one of the sources.

Also, any marginal rise in gasoline supply would be swiftly offset by demand for the fuel as long as prices remain in current ranges.

"Low oil prices are one of the major drivers behind gasoline demand," said another refinery source, adding that he did not expect to see any significant crimp in demand at prices below $60 a barrel.

(Editing by Tom Hogue)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.