Base Oils and Lubricants: Weekly Global Market Review - 9 Oct '26
Spare base oils supply is thin across major regions, leaving little room to absorb disruption from storms, outages or maintenance Asia...
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Global Base Oils Cargo Flows: Week To 9 October
Base oils shipments from Taiwan extended their slowdown into a second week, coinciding with planned plant maintenance starting in October. A cargo...
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Base Oils and Lubricants: Weekly Global Market Review - 2 Oct '26
Base oils supply is tighter than usual for the time of year, as Asian barrels filling overseas gaps face a competing call from recovering demand...
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[JAPAN ACTIVISM] Exedy (7278) - You Won, BIG Capital Payout, Murakami Up. Now Watch Out!
Exedy (7278) Earnings were OK/decent. Murakami-san has gone to 24.7%. We have a sharply higher dividend payout and policy, and a HUGE buyback....
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Primer: Cosmo Energy Holdings (5021 JP) - Aug 2026
Cosmo Energy is strategically pivoting towards renewable energy, particularly offshore wind, to counterbalance the secular decline in Japan's...
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