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>Surge in Group II cargo loadings from Taiwan at end-July extended into early August, with a wave of shipments moving mostly to Southeast Asian markets, including the Philippines and Indonesia.</li><li>Cargo loaded from South Korea in early-July before heading to the US Gulf coast, arrived in recent days.</li><li>Singapore took delivery in the past week of its largest cargo from the UAE since last September, despite ongoing disruption to Middle East shipping.</li></ul>

Surge in Group II cargo loadings from Taiwan at end-July extended into early August, with a wave of shipments moving mostly to Southeast Asian markets, including the Philippines and Indonesia.Cargo loaded from South Korea in early-July before heading to the US Gulf coast, arrived in recent days.Singapore took delivery in the past week of its largest cargo from the UAE since last September, despite ongoing disruption to Middle East shipping.

Global Base Oils Cargo Flows: Week To 7 August

Equity/Index & Cross Asset Volatility Specialist, Cameron Design

Jay Cameron

Equity/Index & Cross Asset Volatility Specialist

Cameron Design

We specialize in financial products and volatility. Our strategies balance speed, data, and risk control to capture opportunities across global markets. Our research leverages AI and data analytics to continuously refine our algorithms and adapt to evolving market dynamics.

Equity Derivatives

<ul>
<li>We examine a strategy to capitalize on anticipated near-term price stability.</li>
<li>XOM's strong fundamentals and record production growth support positive outlook.</li>
<li>Record-Setting production in key basins supports strong cash flow and returns.</li>
</ul>


We examine a strategy to capitalize on anticipated near-term price stability.
XOM's strong fundamentals and record production growth support positive outlook.
Record-Setting production in key basins supports strong cash flow and returns.


Exxon Mobil: Navigating Volatility, Oil Majors

<ul><li>Global base oils markets grew more divided by region as Asia's broad supply softened Middle East disruptions, Europe's premium-grade supply drew on non-Middle East routes, though not enough to ease Group III tightness, and the US stayed structurally tighter.</li></ul><ul><li>Asia's broader supply base limited the impact of Middle East Group III disruptions, while the US stayed structurally tighter.</li><li>Singapore's prolonged production constraints kept imports elevated and exports subdued, giving rival Asian suppliers more time to strengthen relationships with buyers traditionally reliant on Singapore.</li></ul>

Global base oils markets grew more divided by region as Asia's broad supply softened Middle East disruptions, Europe's premium-grade supply drew on non-Middle East routes, though not enough to ease Group III tightness, and the US stayed structurally tighter.Asia's broader supply base limited the impact of Middle East Group III disruptions, while the US stayed structurally tighter.Singapore's prolonged production constraints kept imports elevated and exports subdued, giving rival Asian suppliers more time to strengthen relationships with buyers traditionally reliant on Singapore.

Base Oils and Lubricants: Weekly Global Market Review - 07 Aug '26

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s requirements infringe on the company’s First Amendment rights.</li><li>The lawsuit, filed in the U.S. District Court for the Eastern District of California, contests two legislative acts—SB 253 (Climate Corporate Data Accountability Act) and SB 261 (Climate-Related Financial Risk Act).</li><li>Together, these laws mandate that companies earning over $1 billion in annual revenue and operating in California disclose Scope 1, 2, and 3 greenhouse gas emissions and assess climate-related financial risks.</li></ul>

Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s requirements infringe on the company’s First Amendment rights.The lawsuit, filed in the U.S. District Court for the Eastern District of California, contests two legislative acts—SB 253 (Climate Corporate Data Accountability Act) and SB 261 (Climate-Related Financial Risk Act).Together, these laws mandate that companies earning over $1 billion in annual revenue and operating in California disclose Scope 1, 2, and 3 greenhouse gas emissions and assess climate-related financial risks.

Exxon Mobil Just Sued California—Here’s Why Every ESG Investor Should Be Watching!

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.

<ul>
<li>WTI ended the week lower as geopolitical risk premiums faded, though intraday price swings underscored how sensitive crude remains to developments in the Middle East.</li>
<li>Options positioning remained broadly balanced, while the latest CoT data showed funds adding long positions and covering shorts, pointing to improving sentiment rather than a decisive directional view.</li>
<li>Chevron converted higher oil prices into a decisive earnings beat through stronger execution and uninterrupted operations, while production disruptions and refinery maintenance limited ExxonMobil's upside.</li>
</ul>


WTI ended the week lower as geopolitical risk premiums faded, though intraday price swings underscored how sensitive crude remains to developments in the Middle East.
Options positioning remained broadly balanced, while the latest CoT data showed funds adding long positions and covering shorts, pointing to improving sentiment rather than a decisive directional view.
Chevron converted higher oil prices into a decisive earnings beat through stronger execution and uninterrupted operations, while production disruptions and refinery maintenance limited ExxonMobil's upside.


Energy Weekly (W/E 31/Jul): Oil Reprices Risk, Positioning Steadies, and Chevron Outshines Exxon

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 Cargo Flows: Week To 7 August

Surge in Group II cargo loadings from Taiwan at end-July extended into early August, with a wave of shipments moving mostly to Southeast Asian...

Base Oil News

Exxon Mobil: Navigating Volatility, Oil Majors

Article highlights strategy to capitalize on XOM's positive outlook due to strong fundamentals, record production growth, and high cash flow from...

Jay Cameron

Base Oils and Lubricants: Weekly Global Market Review - 07 Aug '26

Global base oils markets grew more divided by region as Asia's broad supply softened Middle East disruptions, Europe's premium-grade supply drew...

Base Oil News

Exxon Mobil Just Sued California—Here’s Why Every ESG Investor Should Be Watching!

Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s...

Baptista Research

Energy Weekly (W/E 31/Jul): Oil Reprices Risk, Positioning Steadies, and Chevron Outshines Exxon

WTI prices fell as geopolitical tensions eased, with crude remaining sensitive to Middle East news. Funds are optimistic, but Chevron outperformed...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Global Base Oils Cargo Flows: Week To 7 August

Surge in Group II cargo loadings from Taiwan at end-July extended into early August, with a wave of shipments moving mostly to Southeast Asian...

Base Oil News

Exxon Mobil: Navigating Volatility, Oil Majors

​Article highlights strategy to capitalize on XOM's positive outlook due to strong fundamentals, record production growth, and high cash flow from...

Jay Cameron

Base Oils and Lubricants: Weekly Global Market Review - 07 Aug '26

Global base oils markets grew more divided by region as Asia's broad supply softened Middle East disruptions, Europe's premium-grade supply drew...

Base Oil News

Exxon Mobil Just Sued California—Here’s Why Every ESG Investor Should Be Watching!

Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s...

Baptista Research

Energy Weekly (W/E 31/Jul): Oil Reprices Risk, Positioning Steadies, and Chevron Outshines Exxon

​WTI prices fell as geopolitical tensions eased, with crude remaining sensitive to Middle East news. Funds are optimistic, but Chevron outperformed...

Mint Finance

Article highlights strategy to capitalize on XOM's positive outlook due to strong fundamentals, record production growth, and high cash flow from...

WTI prices fell as geopolitical tensions eased, with crude remaining sensitive to Middle East news. Funds are optimistic, but Chevron outperformed...