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>Global base oils prices mostly extend fall vs feedstock/competing fuel prices amid sustained rise in crude oil prices.</li><li>Any extension of crude oil prices holding at current levels or rising further would add to squeeze on base oils margins, especially for light grades.</li><li>Balanced-to-tight base oils supply would give refiners more leverage to respond to any sustained squeeze on margins.</li></ul>

Global base oils prices mostly extend fall vs feedstock/competing fuel prices amid sustained rise in crude oil prices.Any extension of crude oil prices holding at current levels or rising further would add to squeeze on base oils margins, especially for light grades.Balanced-to-tight base oils supply would give refiners more leverage to respond to any sustained squeeze on margins.

Global base oils margins outlook: Week of 29 September

<ul><li>Asia’s Group II base oils prices stay unusually firm vs US export prices so far this year.</li><li>Strength of Asia Group II prices curbs arbitrage flows from Asia to Americas so far this year.</li><li>Strength of Asia prices facilitates flows of base oils shipments from US to markets like UAE and India so far this year.</li></ul>

Asia’s Group II base oils prices stay unusually firm vs US export prices so far this year.Strength of Asia Group II prices curbs arbitrage flows from Asia to Americas so far this year.Strength of Asia prices facilitates flows of base oils shipments from US to markets like UAE and India so far this year.

Global base oils arb outlook: Week of 29 September

<ul><li>Asia’s base oils prices slip versus gasoil prices amid recent rise in crude oil prices.</li><li>Heavy-grade base oils margins stay relatively firm even with recent downward pressure.</li><li>Recent squeeze on margins could prompt refiners to resist price-adjustments to reflect any change in supply-demand fundamentals.</li></ul>

Asia’s base oils prices slip versus gasoil prices amid recent rise in crude oil prices.Heavy-grade base oils margins stay relatively firm even with recent downward pressure.Recent squeeze on margins could prompt refiners to resist price-adjustments to reflect any change in supply-demand fundamentals.

Asia base oils supply outlook: Week of 29 September

<ul><li>Asia’s base oils demand could turn more cautious amid improving availability of supply.</li><li>Rising supply gives buyers more flexibility to procure smaller volumes more frequently.</li><li>Rising supply raises concern about exposure to price-volatility, adding to attraction of managing stocks carefully.</li></ul>

Asia’s base oils demand could turn more cautious amid improving availability of supply.Rising supply gives buyers more flexibility to procure smaller volumes more frequently.Rising supply raises concern about exposure to price-volatility, adding to attraction of managing stocks carefully.

Asia base oils demand outlook: Week of 29 September

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 Sep 26th. The aggregated short interest is USD386m.</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 Sunway Real Estate Investment Trust, CIMB, Sime Darby, Inari Amertron, Ekovest.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Sep 26th. The aggregated short interest is USD386m.
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 Sunway Real Estate Investment Trust, CIMB, Sime Darby, Inari Amertron, Ekovest.


Bursa Short Interest Weekly (Sep 26th): Sunway Real Estate Investment Trust, CIMB, Sime Darby

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)

Global base oils margins outlook: Week of 29 September

Global base oils prices mostly extend fall vs feedstock/competing fuel prices amid sustained rise in crude oil prices. Any extension of crude oil...

Base Oil News

Global base oils arb outlook: Week of 29 September

Asia’s Group II base oils prices stay unusually firm vs US export prices so far this year. Strength of Asia Group II prices curbs arbitrage flows...

Base Oil News

Asia base oils supply outlook: Week of 29 September

Asia’s base oils prices slip versus gasoil prices amid recent rise in crude oil prices. Heavy-grade base oils margins stay relatively firm even...

Base Oil News

Asia base oils demand outlook: Week of 29 September

Asia’s base oils demand could turn more cautious amid improving availability of supply. Rising supply gives buyers more flexibility to procure...

Base Oil News

Bursa Short Interest Weekly (Sep 26th): Sunway Real Estate Investment Trust, CIMB, Sime Darby

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Sunway Real Estate Investment Trust,...

Ke Yan, CFA, FRM

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