Singapore: Oil fell for a second day Wednesday as Enbridge prepared to restart the biggest Canada-US crude pipeline, raising expectations of a short-lived shutdown that would limit the drainage of record-high inventories.
US crude for October fell 45 cents to $76.35 a barrel by 0659 GMT, a steeper drop than the 16 cent decline in the European marker ICE Brent to $79 (Dh290), because of the localised impact of the pipeline outage.
Enbridge said on Tuesday it was near to completing repairs on the duct and might be able to restart the line without submitting to a lengthy formal approval process from US regulators. A report signalled the restart may come by the end of the week.
"This situation has been priced in, so now that it is going to restart earlier than expected, prices have re-adjusted, causing the prompt WTI price to weaken much more than Brent," said Serene Lim, a Singapore-based oil analyst at ANZ.
The premium of front-month Brent over West Texas Intermediate (WTI), the US benchmark priced at the Cushing storage hub in Oklahoma, yesterday widened to about $2.65 a barrel after narrowing to less than $1.40 earlier this week. It was wider than $3.50 a week ago, before the line halted flows.
Enbridge said it was welding a stretch of new pipe to replace a leaky area of Line 6A it removed from the ground on Monday. The line could have been fixed by late Tuesday if X-rays showed the seams were secure.
Inventories
US crude inventories unexpectedly rose by 3.3 million barrels in the week to September 10, which included at least one day of the Enbridge shutdown, as imports increased, the American Petroleum Institute (API) said on Tuesday.
The API last week reported that crude stocks had fallen a massive 7.3 million barrels in the week to September 3 to 354.2 million barrels, but on Tuesday revised the week-ago figure to 358.5 million. Coupled with the latest gain, inventories are now almost unchanged from two weeks ago.
"The API did some revisions, so in itself it's not such a bearish report," Lim said. "Distillates and gasoline fell."
Gasoline stocks dropped by 963,000 barrels, versus forecasts for a 700,000-barrel drop, the API said. Distillates including heating oil and diesel fell by 1.5 million barrels, against predictions for a 300,000-barrel gain.
Government data from the Energy Information Administration, due on Wednesday at 1430 GMT, is expected to show U.S. crude stocks fell 2.2 million barrels last week. This week's inventory reports include data through September 10.