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Oil prices snap week-long fall on U.S. output decline, gasoline drawdown

Published 16/10/2015, 07:35
© Reuters. A motorist pumps petrol at a gas station in Kuala Lumpur
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By Meeyoung Cho

SEOUL (Reuters) - Crude oil futures rose on Friday to snap a week-long decline as investors bet falling U.S. production would cut a global surplus, while the country's gasoline and distillate inventories dropped more than expected.

However, analysts cautioned the price recovery may not last, with more supply likely from Iran. Global benchmark Brent crude has fallen 4.5 percent so far this week, and has plunged more than a quarter since May.

Brent's new front-month December contract rose 54 cents, or 1.09 percent, to $50.27 a barrel by 0616 GMT, after ending up 4 cents at $49.73 a barrel. November Brent finished down 44 cents at $48.71 a barrel on Thursday before expiring.

U.S. crude's front-month November contract rose 64 cents, or 1.38 percent, to $47.02 a barrel, after settling down 26 cents, or 0.6 percent, at $46.38 a barrel.

"The market is catching up with decreasing U.S. crude production. U.S. crude production has resumed its downtrend," said Daniel Ang, an investment analyst at Singapore-based Phillip Futures Pte Ltd.

"Even if crude prices go up now, we could be seeing Iranian crude coming back to the market, pushing it down again. I think downward movement is more likely for the rest of this year."

Oil rallied sharply in the first week of October on optimism that falling U.S. production could mitigate OPEC supply growth.

U.S. shale production is expected to fall the most on record in November, extending a nationwide decline in output for a seventh consecutive month, according to a forecast from the U.S. Energy Information Administration (EIA) this week.

Data from the EIA showed that gasoline stocks fell by 2.6 million barrels last week, beyond analysts' expectations for a 1.7-million barrel drop. Distillate stockpiles, which include diesel and heating oil, fell by 1.5 million barrels versus expectations for a 60,000-barrel drop.

"We expect U.S. oil product imports to continue rising, as refineries return from turnarounds with margins still positive," Energy Aspects said in a note.

But U.S. crude stocks surged by 7.6 million barrels to 468.56 million barrels, well above expectations for an increase of 2.8 million barrels, although below the 9.4 million-barrel jump reported on Wednesday by industry group American Petroleum Institute (API). [API/S] [EIA/S]

Oil markets were also supported as Asian shares held near a two-month high on Friday, catching some of Wall Street's shine after upbeat U.S. price and jobless claims data eased some concerns about the strength of the U.S. economy. [MKTS/GLOB]

© Reuters. A motorist pumps petrol at a gas station in Kuala Lumpur

"We expect the oil price recovery to proceed at a measured pace, with significant oversupply continuing through (the first half of next year)," Michael Hsueh at Deutsche Bank (DE:DBKGn) said in a note.

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