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 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>US light-grade base oils domestic prices weaken versus feedstock/competing fuel prices; export price-differentials hold firmer.</li><li>Diverging trends reflect weaker outright prices for domestic supplies and firmer prices for export volumes.</li><li>Premium of Group II domestic light-grade base oils prices over export prices falls in response to narrowest level in more than two months.</li></ul>

US light-grade base oils domestic prices weaken versus feedstock/competing fuel prices; export price-differentials hold firmer.Diverging trends reflect weaker outright prices for domestic supplies and firmer prices for export volumes.Premium of Group II domestic light-grade base oils prices over export prices falls in response to narrowest level in more than two months.

Americas/EMEA 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

<ul><li>US base oils demand could ease amid expectations of ready availability of supply and steady-to-lower prices.</li><li>US demand typically rises in month of October from September before slowing in month of November.</li><li>Typical rise in demand in month of October would coincide with major plant shutdown for scheduled maintenance work.</li></ul>

US base oils demand could ease amid expectations of ready availability of supply and steady-to-lower prices.US demand typically rises in month of October from September before slowing in month of November.Typical rise in demand in month of October would coincide with major plant shutdown for scheduled maintenance work.

Americas/EMEA base oils demand outlook: Week of 29 September

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Global oil majors are slashing jobs and investments as weak demand, OPEC+ supply hikes, and rising costs drive the sharpest industry retrenchment since the 2020 collapse.</li>
<li>U.S. producers face added strain from tariffs, cost inflation, and consolidation, forcing capex cuts, layoffs, and highlighting the slowdown of shale-driven growth that once powered record output.</li>
<li>ExxonMobil emerges strongest among peers, supported by low debt, robust free cash flow, advantaged low-cost assets, and global diversification, giving it unmatched resilience in a prolonged low-price environment.</li>
</ul>


Global oil majors are slashing jobs and investments as weak demand, OPEC+ supply hikes, and rising costs drive the sharpest industry retrenchment since the 2020 collapse.
U.S. producers face added strain from tariffs, cost inflation, and consolidation, forcing capex cuts, layoffs, and highlighting the slowdown of shale-driven growth that once powered record output.
ExxonMobil emerges strongest among peers, supported by low debt, robust free cash flow, advantaged low-cost assets, and global diversification, giving it unmatched resilience in a prolonged low-price environment.


Oil and Gas Giants Shift from Expansion to Discipline Amid Supply Glut and Cost Pressures

United Kingdom

BP P.L.C is an energy company. The Company explores and produces oil and natural gas, refines, markets, and supplies petroleum products, as well as generates solar energy, and manufactures and markets chemicals such as terephthalic acid, acetic acid, acrylonitrile, ethylene, and polyethylene. BP serves customers worldwide.

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BP (BP US)

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

Americas/EMEA base oils supply outlook: Week of 29 September

US light-grade base oils domestic prices weaken versus feedstock/competing fuel prices; export price-differentials hold firmer. Diverging trends...

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

Americas/EMEA base oils demand outlook: Week of 29 September

US base oils demand could ease amid expectations of ready availability of supply and steady-to-lower prices. US demand typically rises in month of...

Base Oil News

Oil and Gas Giants Shift from Expansion to Discipline Amid Supply Glut and Cost Pressures

Global oil majors are cutting jobs and investments due to weak demand and rising costs, with ExxonMobil emerging as the strongest player thanks to...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Americas/EMEA base oils supply outlook: Week of 29 September

US light-grade base oils domestic prices weaken versus feedstock/competing fuel prices; export price-differentials hold firmer. Diverging trends...

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

Americas/EMEA base oils demand outlook: Week of 29 September

US base oils demand could ease amid expectations of ready availability of supply and steady-to-lower prices. US demand typically rises in month of...

Base Oil News

Oil and Gas Giants Shift from Expansion to Discipline Amid Supply Glut and Cost Pressures

​Global oil majors are cutting jobs and investments due to weak demand and rising costs, with ExxonMobil emerging as the strongest player thanks to...

Mint Finance

Global oil majors are cutting jobs and investments due to weak demand and rising costs, with ExxonMobil emerging as the strongest player thanks to...