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.

Commodities

<ul>
<li>U.S. LNG capacity is set to nearly double by 2028, reinforcing America’s dominance in global energy markets.</li>
<li>Golden Pass LNG faces major delays due to contractor bankruptcy, highlighting execution risks in megaprojects.</li>
<li>Most other projects, including Plaquemines, Rio Grande, and Port Arthur LNG, remain on or near schedule.</li>
</ul>


U.S. LNG capacity is set to nearly double by 2028, reinforcing America’s dominance in global energy markets.
Golden Pass LNG faces major delays due to contractor bankruptcy, highlighting execution risks in megaprojects.
Most other projects, including Plaquemines, Rio Grande, and Port Arthur LNG, remain on or near schedule.


U.S. LNG Surge: Growth on Track, but Golden Pass Stumbles

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.

<ul><li>Global base oils prices hold at levels versus feedstock and competing fuel prices that sustain incentive for refiners to maintain or raise output.</li><li>Margins hold firm even at time of year when surplus supply typically starts to build amid seasonal slowdown in demand.</li><li>Firm margins could point to supply-demand fundamentals that are tighter than usual for time of year.</li></ul>

Global base oils prices hold at levels versus feedstock and competing fuel prices that sustain incentive for refiners to maintain or raise output.Margins hold firm even at time of year when surplus supply typically starts to build amid seasonal slowdown in demand.Firm margins could point to supply-demand fundamentals that are tighter than usual for time of year.

Global base oils margins outlook: Week of 25 August

<ul><li>Europe Group I brightstock price stays unusually firm relative to light and heavy neutrals so far in Q3 2025.</li><li>Europe Group I brightstock price stays unusually firm versus feedstock vacuum gasoil price so far in Q3 2025.</li><li>Europe Group I export brightstock price maintains steep premium to imported cargo prices in markets like India.</li></ul>

Europe Group I brightstock price stays unusually firm relative to light and heavy neutrals so far in Q3 2025.Europe Group I brightstock price stays unusually firm versus feedstock vacuum gasoil price so far in Q3 2025.Europe Group I export brightstock price maintains steep premium to imported cargo prices in markets like India.

Global base oils arb outlook: Week of 25 August

<ul><li>US base oils prices stay in relatively narrow range versus feedstock prices since late last year.</li><li>Range-bound price-differentials contrast with more volatile margins in most of 2024, pointing to steadier supply-demand fundamentals so far this year.</li><li>Range-bound margins likely incentivize refiners to maintain steady output.</li></ul>

US base oils prices stay in relatively narrow range versus feedstock prices since late last year.Range-bound price-differentials contrast with more volatile margins in most of 2024, pointing to steadier supply-demand fundamentals so far this year.Range-bound margins likely incentivize refiners to maintain steady output.

Americas/EMEA base oils supply outlook: Week of 25 August

<ul><li>US base oils demand likely to stay cautious in face of healthy availability of supply and lower crude/diesel prices.</li><li>Weaker fundamentals and lower feedstock prices increase exposure to risk of drop in outright prices.</li><li>Recent drop in Group I/Group II domestic prices could ease some of the downward price-pressure.</li></ul>

US base oils demand likely to stay cautious in face of healthy availability of supply and lower crude/diesel prices.Weaker fundamentals and lower feedstock prices increase exposure to risk of drop in outright prices.Recent drop in Group I/Group II domestic prices could ease some of the downward price-pressure.

Americas/EMEA base oils demand outlook: Week of 25 August

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Exxon Mobil (XOM US)

U.S. LNG Surge: Growth on Track, but Golden Pass Stumbles

US LNG capacity to nearly double by 2028, but Golden Pass LNG faces delays due to contractor bankruptcy, showing risks in megaproject execution....

Mint Finance

Global base oils margins outlook: Week of 25 August

Global base oils prices hold at levels versus feedstock and competing fuel prices that sustain incentive for refiners to maintain or raise...

Base Oil News

Global base oils arb outlook: Week of 25 August

Europe Group I brightstock price stays unusually firm relative to light and heavy neutrals so far in Q3 2025. Europe Group I brightstock price...

Base Oil News

Americas/EMEA base oils supply outlook: Week of 25 August

US base oils prices stay in relatively narrow range versus feedstock prices since late last year. Range-bound price-differentials contrast with...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 25 August

US base oils demand likely to stay cautious in face of healthy availability of supply and lower crude/diesel prices. Weaker fundamentals and lower...

Base Oil News

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

U.S. LNG Surge: Growth on Track, but Golden Pass Stumbles

​US LNG capacity to nearly double by 2028, but Golden Pass LNG faces delays due to contractor bankruptcy, showing risks in megaproject execution....

Mint Finance

Global base oils margins outlook: Week of 25 August

Global base oils prices hold at levels versus feedstock and competing fuel prices that sustain incentive for refiners to maintain or raise...

Base Oil News

Global base oils arb outlook: Week of 25 August

Europe Group I brightstock price stays unusually firm relative to light and heavy neutrals so far in Q3 2025. Europe Group I brightstock price...

Base Oil News

Americas/EMEA base oils supply outlook: Week of 25 August

US base oils prices stay in relatively narrow range versus feedstock prices since late last year. Range-bound price-differentials contrast with...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 25 August

US base oils demand likely to stay cautious in face of healthy availability of supply and lower crude/diesel prices. Weaker fundamentals and lower...

Base Oil News

US LNG capacity to nearly double by 2028, but Golden Pass LNG faces delays due to contractor bankruptcy, showing risks in megaproject execution....