Adnoc 'not worried' by EU's jet fuel tariff



The Abu Dhabi National Oil Company (Adnoc) is confident of finding enough buyers for its jet fuel despite a planned tariff on Middle East supplies by its top customer, the European Union.

Last week, the EU announced it would levy a 4.7 per cent duty on jet fuel from the region as it tries to throw momentum behind reviving talks for a free-trade agreement with the GCC. The new tax came as the World Bank upgraded the GCC to upper-middle-income status, prompting Europe to remove Arabian Gulf nations from its generalised scheme of preferences, a tranche of developing countries whose goods are exempt from import duties.

The move could have a significant impact on jet fuel prices in Europe - a major market for Middle East refineries.

Although most Abu Dhabi jet fuel that is not sold domestically goes to Europe, Adnoc is confident its customers - Europe's biggest oil companies such as BP and Total - can persuade politicians in Brussels to abandon the tax. Today Europe meets a third of its 1.2 million barrel per day (bpd) jet fuel demand through imports, mostly from the Middle East.

"There is some sort of pressure from oil companies - they don't have enough jet fuel in Europe - so maybe they are putting pressure on the European parliament not to implement that," said Sultan Al Mehairi, the head of marketing and refining at Adnoc. "I don't think we need to be worried."

Adnoc has already renewed next year's contracts with most of its customers, including a provision that additional negotiations take place if the tariff comes into effect as scheduled in January. This year it raised its premium over Middle East quotes by 17.5 per cent to US$2.35 a barrel, 10 cents higher than national oil companies in Kuwait or Bahrain.

"It may pose some sort of difficulties initially, but I think we can manage," said Mr Al Mehairi. "Maybe we will switch more to the domestic market because there are some customers now who bring fuel to Dubai airport."

The tariff comes on the back of a push by the EU to revive stalled negotiations for a free-trade agreement with the GCC. John Clancy, an EU spokesman, cast the tax as an incentive to speed talks along.

"In these circumstances, the GCC should reconsider engaging again in bilateral negotiations with the EU, which have been suspended since 2007, to return as soon as possible to a duty-free regime in relations with the EU," Mr Clancy told Reuters.

Trade growth between the two blocs has waned, with exports from the EU to the GCC inching up by 6.3 per cent last year compared with 63.7 per cent in 2011, when it was the GCC's top trade partner.

Abu Dhabi is due to complete a $10 billion upgrade of its refinery in Ruwais next year, doubling capacity to more than 900,000 bpd of crude. Petrol and gas oil - with much of the former destined for domestic consumption - are the main products, with smaller amounts of jet fuel produced on the side.

THE BIO

Ms Al Ameri likes the variety of her job, and the daily environmental challenges she is presented with.

Regular contact with wildlife is the most appealing part of her role at the Environment Agency Abu Dhabi.

She loves to explore new destinations and lives by her motto of being a voice in the world, and not an echo.

She is the youngest of three children, and has a brother and sister.

Her favourite book, Moby Dick by Herman Melville helped inspire her towards a career exploring  the natural world.

Graduated from the American University of Sharjah

She is the eldest of three brothers and two sisters

Has helped solve 15 cases of electric shocks

Enjoys travelling, reading and horse riding

 

Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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