Список проголосовавших за комментарий "Just in case dude.<br/> FYI.<br/> <br/> North Sea<br/> Market analysis: Activity picked up in<br/> a hectic North Sea crude MOC process Monday, with<br/> 11 bids and offers shown. While Forties strengthened<br/> further as more July dates came into the window, Ekofisk<br/> plunged to take the place of the most competitive<br/> BFOE grade across most of the 10-25 day range, with<br/> a June 22-24 Ekofisk cargo offer published at Dated<br/> Brent plus $0.85/barrel still finding no buying interest.<br/> Oseberg was the most competitive grade over the<br/> remaining four dates at the back end of the range,<br/> July 1-4, after subtraction of the July Oseberg Quality<br/> Premium (0.9131). The softer numbers seen on Oseberg<br/> and Ekofisk were related to the higher volumes in July<br/> programs compared to June, said traders, even if this<br/> was only due to deferrals. “I see 300,000 b/d higher<br/> overall [North Sea] production in July, but barrels are<br/> also leaving the region,” said one trader. “The key<br/> question is how much WAF arrives in Europe. Angola<br/> [crude] doesn’t usually come into Europe, it is usually<br/> Nigerian, but I think it has to come.” The pick-up in<br/> Forties differentials for July dates seemed to be related<br/> to the belief that two VLCCs-worth of Forties was set<br/> to arbitrage out of the region in July. While no actual<br/> July fixtures have been reported for this route yet, there<br/> was a June-loading fixture Monday: the Grand Lady<br/> VLCC was fixed to Vitol for a Hound Point-South Korea<br/> voyage, according to several shipbrokers. The vessel,<br/> owned by East Med Maritime, was reportedly fixed at a<br/> $4.5 million lump sum for loading June 16, the first day<br/> Hound Point’s VLCC berth is available after maintenance.<br/> This was not generally seen as additional to the July<br/> volumes of Forties said to be leaving the region however:<br/> “You’ve probably heard of two July VLCCs to China,” said<br/> a trader. “My feeling is this is one of them. It’s just for<br/> pricing reasons, they preferred to load early.” Another<br/> trader said: “The question is whether that [VLCC] is<br/> an additional one. They could slow steam it, or sit in<br/> Crude oil Marketwire june 9, 2014<br/> Copyright © 2014, McGraw Hill Financial 5<br/> water for a while.” The Forties June 15-17 cargo was<br/> bought last week by Vitol at Dated Brent minus $0.95/b,<br/> whereas the first three days of the July program were<br/> bid for Monday at Dated Brent plus $0.60/b without<br/> trading. Outside the MOC, activity was subdued Monday<br/> with holidays across much of Europe, and none of<br/> the Norwegian July programs had been offered yet,<br/> said traders. “Statoil is not in today — no numbers<br/> discussed yet on sweet grades,” said one trader. Value<br/> on grades such as Statfjord and Gullfaks remained<br/> opaque, said traders. “I haven’t seen July offers yet,”<br/> said one. Meanwhile the one cargo for which Monday<br/> was the last day of entry into the 25-day nomination<br/> procedure, Forties F0704, was not nominated."