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>Demand across the Americas rose 4%, as a rebound in US consumption offset a 7% drop in Latin America.</li><li>Europe's lubricants demand fell 4% in June, a second straight monthly decline, after rising for three straight months to April.</li><li>Asia's lubricants demand outside China fell 2% in June, a second straight monthly decline.</li></ul>

Demand across the Americas rose 4%, as a rebound in US consumption offset a 7% drop in Latin America.Europe's lubricants demand fell 4% in June, a second straight monthly decline, after rising for three straight months to April.Asia's lubricants demand outside China fell 2% in June, a second straight monthly decline.

Global Base Oils Supply Surplus Shrinks In June

<ul><li>Europe's supply held relatively steady at more than 370,000 tonnes, close to where it has stood for most of the past six months.</li><li>Americas supply dipped as plant maintenance in Brazil combined with US output falling to a 14-month low.</li><li>Middle East supply fell to its lowest level in more than seven years, with a slump in Group III shipments outweighing a rise in flows from Saudi Arabia.</li></ul>

Europe's supply held relatively steady at more than 370,000 tonnes, close to where it has stood for most of the past six months.Americas supply dipped as plant maintenance in Brazil combined with US output falling to a 14-month low.Middle East supply fell to its lowest level in more than seven years, with a slump in Group III shipments outweighing a rise in flows from Saudi Arabia.

Global Base Oils Supply Falls To 16-Month Low In June

<ul><li>Middle East disruption is drawing more Asian base oils toward the Americas, reducing the surplus normally available in Asia just as seasonal demand starts to recover</li></ul><ul><li>Middle East disruption is leaving the US short of the Group III volumes it normally receives, tightening its balance at a time when summer surplus would otherwise move to export markets.</li><li>Wide US arbitrage is drawing more Asian base oils toward the Americas, adding to established Group III flows.</li></ul>

Middle East disruption is drawing more Asian base oils toward the Americas, reducing the surplus normally available in Asia just as seasonal demand starts to recoverMiddle East disruption is leaving the US short of the Group III volumes it normally receives, tightening its balance at a time when summer surplus would otherwise move to export markets.Wide US arbitrage is drawing more Asian base oils toward the Americas, adding to established Group III flows.

Base Oils and Lubricants: Weekly Global Market Review - 4 Sept '26

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Five stocks remain, nine stocks added into portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 333% versus MSCI ASEAN’s 83%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Five stocks remain, nine stocks added into portfolio
Since its inception, the portfolio has generated a before-fee total return of 333% versus MSCI ASEAN’s 83%


<ul><li>A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week.</li><li>Shipments from Taiwan typically move to China, Southeast Asia or India rather than to South Korea.</li><li>Singapore-to-US shipments extended their surge for a second week, even as total Singapore exports declined.</li></ul>

A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week.Shipments from Taiwan typically move to China, Southeast Asia or India rather than to South Korea.Singapore-to-US shipments extended their surge for a second week, even as total Singapore exports declined.

Global Base Oils Cargo Flows: Week To 4 September

Thailand

PTT is a Thai state-owned integrated petroleum and natural gas company involved in exploration, production, refining, and marketing of oil and gas, petrochemicals, and electricity generation. It operates extensive submarine gas pipelines and a network of LPG terminals. Headquartered in Bangkok, Thailand, the company was founded in 1978.

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PTT (PTT TB)

Global Base Oils Supply Surplus Shrinks In June

Demand across the Americas rose 4%, as a rebound in US consumption offset a 7% drop in Latin America. Europe's lubricants demand fell 4% in June,...

Base Oil News

Global Base Oils Supply Falls To 16-Month Low In June

Europe's supply held relatively steady at more than 370,000 tonnes, close to where it has stood for most of the past six months. Americas supply...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 4 Sept '26

Middle East disruption is drawing more Asian base oils toward the Americas, reducing the surplus normally available in Asia just as seasonal...

Base Oil News

The Stocks to Own in ASEAN – Vol. 56

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain; nine stocks were...

A. Stotz Investment Research

Global Base Oils Cargo Flows: Week To 4 September

A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week. Shipments from...

Base Oil News

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52-week Range

Market Cap (USDm)

P/E

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