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>FOB Asia Group II base oils prices hold unusually firm versus US export prices so far in Q3 2025.</li><li>Asia’s firm prices make arbitrage to move surplus supplies to Americas hard to work.</li><li>Closed arbitrage complicates removal of surplus supplies, raising prospect of build-up of supplies in Asia-Pacific market.</li></ul>

FOB Asia Group II base oils prices hold unusually firm versus US export prices so far in Q3 2025.Asia’s firm prices make arbitrage to move surplus supplies to Americas hard to work.Closed arbitrage complicates removal of surplus supplies, raising prospect of build-up of supplies in Asia-Pacific market.

Global base oils arb outlook: Week of 8 September

<ul><li>US base oils export-price premium to VGO falls close to lowest level this year.</li><li>Price-premiums fall to bottom of relatively narrow range since late last year.</li><li>Narrow price-range over extended period suggested that any pressure from surplus supply remained manageable during that period.</li></ul>

US base oils export-price premium to VGO falls close to lowest level this year.Price-premiums fall to bottom of relatively narrow range since late last year.Narrow price-range over extended period suggested that any pressure from surplus supply remained manageable during that period.

Americas/EMEA base oils supply outlook: Week of 8 September

<ul><li>US base oils demand could ease in face of downward price-pressure and healthy availability of supply.</li><li>Buyers that built stocks as buffer against supply-disruptions during Atlantic hurricane season could start to tap those volumes before seeking additional supplies.</li><li>Demand could face more downward pressure if buyers are wary about exposure to further drop in prices.</li></ul>

US base oils demand could ease in face of downward price-pressure and healthy availability of supply.Buyers that built stocks as buffer against supply-disruptions during Atlantic hurricane season could start to tap those volumes before seeking additional supplies.Demand could face more downward pressure if buyers are wary about exposure to further drop in prices.

Americas/EMEA base oils demand outlook: Week of 8 September

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Thematic (Sector/Industry)

<ul><li>Stabroek project in the Atlantic Ocean is a lucrative oil discovery estimated to contain up to $1 trillion worth of oil reserves</li><li>Chevron and ExxonMobil are engaged in a bitter feud over control of the Stabroek project and dominance in the oil industry</li><li>The competition between Exxon and Chevron dates back to the 19th century, with Exxon historically being the larger and more dominant company, but facing challenges in recent years due to climate change concerns and the COVID-19 pandemic.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Stabroek project in the Atlantic Ocean is a lucrative oil discovery estimated to contain up to $1 trillion worth of oil reservesChevron and ExxonMobil are engaged in a bitter feud over control of the Stabroek project and dominance in the oil industryThe competition between Exxon and Chevron dates back to the 19th century, with Exxon historically being the larger and more dominant company, but facing challenges in recent years due to climate change concerns and the COVID-19 pandemic.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Global base oils prices hold firm versus feedstock/competing fuel prices.</li><li>Margins hold firm at time of year when fundamentals are typically weaker.</li><li>Firm margins incentivize refiners to maintain high base oils output.</li></ul>

Global base oils prices hold firm versus feedstock/competing fuel prices.Margins hold firm at time of year when fundamentals are typically weaker.Firm margins incentivize refiners to maintain high base oils output.

Global base oils margins outlook: Week of 1 September

United States

Exxon Mobil Corporation operates petroleum and petrochemicals businesses on a worldwide basis.  The Company's operations include exploration and production of oil and gas, electric power generation, and coal and minerals operations. Exxon Mobil also manufactures and markets fuels, lubricants, and chemicals.

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Exxon Mobil (XOM US)

Global base oils arb outlook: Week of 8 September

FOB Asia Group II base oils prices hold unusually firm versus US export prices so far in Q3 2025. Asia’s firm prices make arbitrage to move...

Base Oil News

Americas/EMEA base oils supply outlook: Week of 8 September

US base oils export-price premium to VGO falls close to lowest level this year. Price-premiums fall to bottom of relatively narrow range since...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 8 September

US base oils demand could ease in face of downward price-pressure and healthy availability of supply. Buyers that built stocks as buffer against...

Base Oil News

Chevron prepares to take on ExxonMobil

A fierce feud between Chevron and ExxonMobil over the Stabroek oil project in Guyana's Atlantic Ocean has been settled, highlighting their intense...

Behind the Money

Global base oils margins outlook: Week of 1 September

Global base oils prices hold firm versus feedstock/competing fuel prices. Margins hold firm at time of year when fundamentals are typically...

Base Oil News

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