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Oil falls 1% on sticky US inflation, dampened geopolitical risk premium

Published 05/20/2024, 09:16 PM
Updated 05/21/2024, 05:35 PM
© Reuters. FILE PHOTO: A view shows the Yan Dun Jiao 1 bulk carrier in the Vostochny container port in the shore of Nakhodka Bay near the port city of Nakhodka, Russia August 12, 2022. REUTERS/Tatiana Meel/File Photo
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By Georgina McCartney

HOUSTON (Reuters) -Oil prices settled 1% lower on Tuesday as lingering U.S. inflation looked likely to keep interest rates higher for longer, weighing on fuel demand.

Brent crude futures settled down 83 cents, or 1%, to $82.88 a barrel. U.S. West Texas Intermediate crude (WTI) futures for June, which expired on Tuesday, slipped by 54 cents, or 0.7%, to $79.26.

The more active July contract settled down 64 cents, at $78.66.

Higher borrowing costs can slow economic growth and pressure oil demand.

"The market is very focused on gasoline demand in the U.S. because there are signs that consumers are cutting back because of inflation. Unless that turns around, the market is suggesting things could be a little bleak," said Phil Flynn, an analyst at Price Futures Group.

Ahead of this weekend's Memorial Day holiday, which kicks off the U.S. peak summer driving season, retail gasoline prices fell for the fourth consecutive week to $3.58 per gallon on Monday, the Energy Information Administration (EIA) said in its gasoline and diesel fuel update.

The U.S. will sell the nearly 1 million barrels of gasoline in a reserve in northeastern states, with bids due on May 28, the Department of Energy said on Tuesday.

U.S. diesel prices have also slipped, according to the EIA, down 5.9 cents on the week on Monday, at $3.89 per gallon. Diesel is a key refined product for both the industrial sector and transport.

Investors are awaiting minutes from the Fed's last policy meeting due on Wednesday, as well as weekly U.S. oil inventory data from the EIA, also due on Wednesday.

"There is nothing in the market right now that is pushing prices higher. If we see a little bit of a stock draw tomorrow that may help push prices back up into the $78.50-$80 per barrel range," said Tim Snyder, economist at Matador Economics.

U.S. crude oil and gasoline inventories rose last week, while distillates fell, according to market sources citing American Petroleum Institute (API) figures on Tuesday.

The API figures showed crude stocks were up by 2.48 million barrels in the week ended May 17, the sources said on condition of anonymity. Gasoline inventories rose by 2.1 million barrels, and distillates fell by 320,000 barrels.

Two Federal Reserve policymakers on Tuesday said it was prudent for the U.S. central bank to wait several more months to ensure that inflation is back on a path to the 2% target before commencing interest rate cuts.

The economic outlook in Europe is more positive. European Central Bank President Christine Lagarde said in an interview she was "really confident" that euro zone inflation is under control. The ECB has all but promised a rate cut on June 6, so policymakers have shifted their attention to debating where rates will go thereafter.

The market appeared largely unaffected by the death of Iranian President Ebrahim Raisi, a hardliner and potential successor to Supreme Leader Ayatollah Ali Khamenei, in a helicopter crash on Sunday.

© Reuters. FILE PHOTO: A view shows the Yan Dun Jiao 1 bulk carrier in the Vostochny container port in the shore of Nakhodka Bay near the port city of Nakhodka, Russia August 12, 2022. REUTERS/Tatiana Meel/File Photo

The structure of the Brent contract is weakening in an indication of a softer market and strong supply.

The front-month Brent contract's premium to the second-month contract narrowed to 10 cents, its weakest since January.

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