NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stockRead More

Brent physical oil benchmark at record $10 discount to futures

Published 02/04/2020, 14:06
Updated 02/04/2020, 14:10
© Reuters.
ICE
-
LCO
-
CL
-

By Julia Payne

LONDON (Reuters) - The Brent crude oil benchmark, used to price more than half the world's physical crude cargoes, has dropped to a new record discount to Brent oil futures at about a $10 per barrel, highlighting the overwhelming glut in world markets.

The benchmark, known as dated Brent, was just $15 a barrel on Wednesday after the Brent futures contract, a financial instrument used to trade oil prices, settled at $24.74 a barrel, according to Refinitiv data.

Different commodity pricing agencies set dated Brent but the industry typically uses the one set by S&P Global Platts.

Physical crude cargoes trade at premiums or discounts to dated Brent. With the coronavirus-driven lockdowns around the world killing refining demand, these differentials to the benchmark have crashed to unprecedented levels.

"After having traded very close to the lower end of the range over the last few days, crude futures started to move higher after U.S. President Trump expressed his confidence that Saudi Arabia and Russia will start working together on supply again soon," JBC consultancy said in an oil note.

"This drove the spread between ICE (NYSE:ICE) (oil futures) and Dated Brent to close to $10 per barrel, meaning the divide between the current physical reality and the hope for a better future is at a record high."

Oil traders across the world have been scrambling to sell their cargoes as far in advance as possible as rapidly vanishing demand drives key physical crude prices to multi-decade lows. [O/R]

This week, Kazakh CPC Blend crude oil, for example, traded at a record $10 discount to dated Brent, meaning that a cargo sold at that differential on Wednesday would have only fetched about $5 a barrel.

(GRAPHIC: Dated Brent differential - https://fingfx.thomsonreuters.com/gfx/ce/azgporomvdx/dated%20brent%20graph.PNG)

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.