Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

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Thematic (Sector/Industry)

<ul>
<li>The escalating Middle East conflict has choked the Strait of Hormuz, which handles over 90% of India's LPG imports, severely disrupting global maritime trade</li>
<li>Facing 66% import dependence, India suffers rapidly depleting inventories, skyrocketing domestic fuel prices, and severe margin compressions across various industrial and commercial sectors</li>
<li>
GOI increased domestic production by 10%, mandated refiners to prioritise domestic cooking gas production and aggressively diversified import sourcing by securing alternative strategic supplies from the United States</li>
</ul>


The escalating Middle East conflict has choked the Strait of Hormuz, which handles over 90% of India's LPG imports, severely disrupting global maritime trade
Facing 66% import dependence, India suffers rapidly depleting inventories, skyrocketing domestic fuel prices, and severe margin compressions across various industrial and commercial sectors

GOI increased domestic production by 10%, mandated refiners to prioritise domestic cooking gas production and aggressively diversified import sourcing by securing alternative strategic supplies from the United States


India’s LPG Crisis: Decoding the Supply Shock, Economic Impact, and Strategic Response

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 January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East supply disruption.</li><li>South Korea's output hits a three-year high, building stocks ahead of plant maintenance and potential crude supply disruption.</li><li>Global Group III imports from the Middle East hit a six-year high in 2025, deepening reliance on supply lines now facing acute disruption.</li></ul>

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East supply disruption.South Korea's output hits a three-year high, building stocks ahead of plant maintenance and potential crude supply disruption.Global Group III imports from the Middle East hit a six-year high in 2025, deepening reliance on supply lines now facing acute disruption.

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

<ul><li>Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early March.</li><li>Taiwan's February cargo loadings fell sharply from January, pointing to a drop in total exports last month to the lowest in around a year.</li><li>Large cargo of premium-grade base oils loaded from South Korea in early March bound for the US Gulf coast, set to arrive in first-half April.</li></ul>

Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early March.Taiwan's February cargo loadings fell sharply from January, pointing to a drop in total exports last month to the lowest in around a year.Large cargo of premium-grade base oils loaded from South Korea in early March bound for the US Gulf coast, set to arrive in first-half April.

Global Base Oils Cargo Flows: Week To 6 March

<ul><li>India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season buying.</li><li>Asia exports to the Middle East stay elevated despite Saudi plant restart, signalling resilient demand.</li><li>Singapore domestic exports surge to an 11-month high, pointing to a potential regional supply shift.</li></ul>

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season buying.Asia exports to the Middle East stay elevated despite Saudi plant restart, signalling resilient demand.Singapore domestic exports surge to an 11-month high, pointing to a potential regional supply shift.

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

<ul><li>Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China.</li><li>Pick-up in activity mirrors similar trend in Singapore, where exports surged in the past week after the Lunar New Year slowdown.</li><li>Large cargo loads from South Korea in late-January before heading to US Gulf coast, set to arrive this week.</li></ul>

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China.Pick-up in activity mirrors similar trend in Singapore, where exports surged in the past week after the Lunar New Year slowdown.Large cargo loads from South Korea in late-January before heading to US Gulf coast, set to arrive this week.

Global Base Oils Cargo Flows: Week To 27 February

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)

India’s LPG Crisis: Decoding the Supply Shock, Economic Impact, and Strategic Response

Escalating Middle East conflict disrupts global maritime trade, severely impacting India's LPG imports, leading to skyrocketing fuel prices and...

Nimish Maheshwari

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East...

Base Oil News

Global Base Oils Cargo Flows: Week To 6 March

Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season...

Base Oil News

Global Base Oils Cargo Flows: Week To 27 February

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China. Pick-up in activity mirrors...

Base Oil News

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

India’s LPG Crisis: Decoding the Supply Shock, Economic Impact, and Strategic Response

​Escalating Middle East conflict disrupts global maritime trade, severely impacting India's LPG imports, leading to skyrocketing fuel prices and...

Nimish Maheshwari

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East...

Base Oil News

Global Base Oils Cargo Flows: Week To 6 March

Group II cargo with a combination of light and heavy grades set to load from Taiwan in coming days following a slowdown in flows in early...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season...

Base Oil News

Global Base Oils Cargo Flows: Week To 27 February

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China. Pick-up in activity mirrors...

Base Oil News

Escalating Middle East conflict disrupts global maritime trade, severely impacting India's LPG imports, leading to skyrocketing fuel prices and...