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Ship fuel supplies tighten globally amid Middle East and Russian export drops

Global marine fuel markets face significant deficits and rising prices, according to Al Jazeera.

The short version

  • Middle East fuel oil exports dropped 45 percent year on year between March and August, while Russian exports reached a record low of 591,000 barrels per day in August.[Al Jazeera]
  • Refiners are directing capacity toward more profitable products like diesel rather than marine fuel oil.[Al Jazeera]
  • Bunker prices have surged, with very low sulphur fuel oil climbing 76 percent in Singapore to nearly $825 per metric tonne since the war on Iran began.[Al Jazeera]
  • Consultancy Energy Aspects projects a fuel oil deficit of 218,000 barrels per day during the third quarter.[Al Jazeera]

Key facts

  • Middle East fuel oil exports fell 45 percent year on year to 447,000 barrels per day from March to August.[Al Jazeera]
  • Russian fuel oil exports dropped to a record low of 591,000 barrels per day in August.[Al Jazeera]
  • Refiners prioritize producing diesel over fuel oil to achieve higher profit margins.[Al Jazeera]
  • Singapore very low sulphur fuel oil prices reached just under $825 per metric tonne as of September 1, a 76 percent rise since the war on Iran began.[Al Jazeera]
  • Fuel oil inventories in Amsterdam-Rotterdam-Antwerp and Fujairah stand roughly 30 percent below their three-year seasonal averages.[Al Jazeera]
  • Energy Aspects projected a fuel oil deficit of 218,000 barrels per day in the third quarter.[Al Jazeera]

What remains uncertain

  • Whether the projected third-quarter fuel oil deficit of 218,000 barrels per day will persist or widen depending on regional conflicts and refinery yields.[Al Jazeera]

Sources

Outlet counts describe coverage, not independent confirmation. Reports may share a wire service or original source.