Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>Asia’s base oils prices extend steep fall vs gasoil prices.</li><li>Weaker outright prices compound the drop.</li><li>Sliding price-differentials, combined with increasingly firm diesel premium to crude oil, increase pressure on refiners to adjust output in response.</li></ul>

Asia’s base oils prices extend steep fall vs gasoil prices.Weaker outright prices compound the drop.Sliding price-differentials, combined with increasingly firm diesel premium to crude oil, increase pressure on refiners to adjust output in response.

Asia base oils supply outlook: Week of 10 November

<ul><li>Asia’s base oils demand likely to stay muted.</li><li>Expectations of healthy availability of supply and seasonal slowdown in demand curb urgency to lock in additional volumes.</li><li>Seasonal slowdown could limit immediate impact of any adjustment in base oils output because of lower margins.</li></ul>

Asia’s base oils demand likely to stay muted.Expectations of healthy availability of supply and seasonal slowdown in demand curb urgency to lock in additional volumes.Seasonal slowdown could limit immediate impact of any adjustment in base oils output because of lower margins.

Asia base oils demand outlook: Week of 10 November

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Nov 7th. The aggregated short interest is USD441m.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Ekovest, Frontken, YTL Power International, Westports, Genting Malaysia.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Nov 7th. The aggregated short interest is USD441m.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Ekovest, Frontken, YTL Power International, Westports, Genting Malaysia.


Bursa Short Interest Weekly (Nov 7th): Ekovest, Frontken, YTL Power International, Westports

<ul><li>Asia’s base oils prices extend fall vs gasoil prices, with Group II heavy-grade differentials slipping to lowest since start of Q3 2024.</li><li>Ongoing squeeze on base oils margins increases importance for refiners to maintain balanced-to-tight supplies to boost their leverage to adjust prices accordingly.</li><li>Weaker margins and importance of balanced supplies boost incentive for refiners to adjust output accordingly.</li></ul>

Asia’s base oils prices extend fall vs gasoil prices, with Group II heavy-grade differentials slipping to lowest since start of Q3 2024.Ongoing squeeze on base oils margins increases importance for refiners to maintain balanced-to-tight supplies to boost their leverage to adjust prices accordingly.Weaker margins and importance of balanced supplies boost incentive for refiners to adjust output accordingly.

Asia base oils supply outlook: Week of 3 November

<ul><li>Asia’s base oils demand likely to stay cautious in face of seasonal slowdown in consumption and expectations of healthy availability of supply.</li><li>Firmer Group II prices in markets like India and China relative to FOB Asia cargo prices point to steadier buying interest in those markets.</li><li>Any such buying interest could reflect impact of or concern about tighter supply because of recent or upcoming plant-maintenance work in countries that supply those markets.</li></ul>

Asia’s base oils demand likely to stay cautious in face of seasonal slowdown in consumption and expectations of healthy availability of supply.Firmer Group II prices in markets like India and China relative to FOB Asia cargo prices point to steadier buying interest in those markets.Any such buying interest could reflect impact of or concern about tighter supply because of recent or upcoming plant-maintenance work in countries that supply those markets.

Asia base oils demand outlook: Week of 3 November

Malaysia

Petronas Chemicals Group Bhd. is a chemical company. The Company offers a diversified range of petrochemical products such as olefins, polymers, fertilisers, methanol, and other basic chemicals and derivative products.

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Petronas Chemicals Group (PCHEM MK)

Asia base oils supply outlook: Week of 10 November

Asia’s base oils prices extend steep fall vs gasoil prices. Weaker outright prices compound the drop. Sliding price-differentials, combined with...

Base Oil News

Asia base oils demand outlook: Week of 10 November

Asia’s base oils demand likely to stay muted. Expectations of healthy availability of supply and seasonal slowdown in demand curb urgency to lock...

Base Oil News

Bursa Short Interest Weekly (Nov 7th): Ekovest, Frontken, YTL Power International, Westports

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Ekovest, Frontken, YTL Power...

Ke Yan, CFA, FRM

Asia base oils supply outlook: Week of 3 November

Asia’s base oils prices extend fall vs gasoil prices, with Group II heavy-grade differentials slipping to lowest since start of Q3 2024. Ongoing...

Base Oil News

Asia base oils demand outlook: Week of 3 November

Asia’s base oils demand likely to stay cautious in face of seasonal slowdown in consumption and expectations of healthy availability of...

Base Oil News

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52-week Range

Market Cap (USDm)

P/E

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