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Outright Asian oil swaps rebounded on Monday, led by gas oil, which rose on increased demand and moderate supply. Gas oil swaps recovered 50 cents to $82.00 on Monday morning as demand from Indonesia and South Africa lifted gas oil amid moderate supply in Singapore's oil hub.
"Higher demand from Indonesia has helped gas oil's rise, as they look set to increase September import levels" a broker said. Indonesia is set to import 5.6 million barrels of gas oil, up 12 percent from August levels. Gas oil was also underpinned by a fresh shipment to South Africa to meet robust demand there following refinery troubles caused by a recent strike.
The September crack versus Dubai edged up 6 cents to $15.86 a barrel. Onshore stocks of middle distillates in Singapore rebounded from the previous week's 15-month low but hovered below the 7-million barrel mark, gaining 650,000 barrels to 6.950 million barrels. Front-month August fuel swaps rose $1.13 to $374 a tonne in tandem with crude oil's gains, brokers said.
London's Brent crude rose 23 cents to $70.62 by 0313 GMT, adding to the previous session's 18-cent gains. The product's August crack spread to Dubai was weaker at minus $9.43 a barrel, down 43 cents from Friday, but hovering around last month's average of minus $9.00-$10.00. Front-month naphtha swaps gained 20 cents to $69.70, benefiting from stronger crude, said brokers. The ICE Brent/naphtha crack for second-half September slipped to $128 from the previous session's $131.

Copyright Reuters, 2007

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