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.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Crude oil prices have dropped sharply, with WTI and Brent falling 3-4% due to OPEC+'s decision to increase oil output to 960,000 bpd, representing a 44% unwinding .  </li>
<li>This decline in oil prices could benefit India’s Oil Marketing Companies, paint, tyre, and aviation sectors, while negatively impacting upstream oil explorers and refineries.</li>
<li>Despite OPEC+'s move to ramp up production, global demand remains uncertain due to trade tensions, and oil prices are forecasted to stay low, affecting various sectors.</li>
</ul>


Crude oil prices have dropped sharply, with WTI and Brent falling 3-4% due to OPEC+'s decision to increase oil output to 960,000 bpd, representing a 44% unwinding .  
This decline in oil prices could benefit India’s Oil Marketing Companies, paint, tyre, and aviation sectors, while negatively impacting upstream oil explorers and refineries.
Despite OPEC+'s move to ramp up production, global demand remains uncertain due to trade tensions, and oil prices are forecasted to stay low, affecting various sectors.


OPEC+ Pushes for Market Share, How India Can Benefit?

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>Global base oils prices extend rise vs feedstock/competing fuel prices.</li><li>Outright prices mostly hold firm or rise even in face of ongoing dip in crude oil/diesel prices.</li><li>Contrasting trends point to stronger base oils fundamentals relative to crude/diesel.</li></ul>

Global base oils prices extend rise vs feedstock/competing fuel prices.Outright prices mostly hold firm or rise even in face of ongoing dip in crude oil/diesel prices.Contrasting trends point to stronger base oils fundamentals relative to crude/diesel.

Global base oils margins outlook: Week of 5 May

<ul><li>Europe Group III base oils price trends higher vs prices in US and Asia over past two months.</li><li>Europe Group III price trends higher vs domestic Group I price and VGO, holds firm vs domestic Group II price.</li><li>Europe’s firmer Group III price differentials could reflect correction following sustained weakness.</li></ul>

Europe Group III base oils price trends higher vs prices in US and Asia over past two months.Europe Group III price trends higher vs domestic Group I price and VGO, holds firm vs domestic Group II price.Europe’s firmer Group III price differentials could reflect correction following sustained weakness.

Global base oils arb outlook: Week of 5 May

<ul><li>Asia’s base oils prices extend rise vs feedstock/gasoil prices.</li><li>Sustained strength of base oils margins points to limited surplus supply even as firm prices incentivize refiners to boost output.</li><li>Limited surplus supply at end-Q1/early-Q2 2025 follows seasonal rise in demand and heavy round of plant maintenance.</li></ul>

Asia’s base oils prices extend rise vs feedstock/gasoil prices.Sustained strength of base oils margins points to limited surplus supply even as firm prices incentivize refiners to boost output.Limited surplus supply at end-Q1/early-Q2 2025 follows seasonal rise in demand and heavy round of plant maintenance.

Asia base oils supply outlook: Week of 5 May

<ul><li>Asia’s base oils demand likely to face more downward pressure as slowing industrial activity in key regional markets start to reflect impact of US tariffs.</li><li>Demand already slowed amid uncertainty about impact of tariffs.</li><li>Slowdown in demand highlights widespread repercussion of tariffs, even for products that are not directly impacted.</li></ul>

Asia’s base oils demand likely to face more downward pressure as slowing industrial activity in key regional markets start to reflect impact of US tariffs.Demand already slowed amid uncertainty about impact of tariffs.Slowdown in demand highlights widespread repercussion of tariffs, even for products that are not directly impacted.

Asia base oils demand outlook: Week of 5 May

India

Hindustan Petroleum Corporation Limited refines crude oil and manufactures petroleum and petroleum products. The Company's products, which are sold via outlets throughout India, include lube products, lubricating oil, aviation fuel, hydraulic brake fluid, greases, liquefied petroleum gas and insecticides. The Government of India is the majority shareholder in the company.

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Hindustan Petroleum (HPCL IN)

Global base oils margins outlook: Week of 5 May

Global base oils prices extend rise vs feedstock/competing fuel prices. Outright prices mostly hold firm or rise even in face of ongoing dip in...

Base Oil News

Global base oils arb outlook: Week of 5 May

Europe Group III base oils price trends higher vs prices in US and Asia over past two months. Europe Group III price trends higher vs domestic...

Base Oil News

Asia base oils supply outlook: Week of 5 May

Asia’s base oils prices extend rise vs feedstock/gasoil prices. Sustained strength of base oils margins points to limited surplus supply even as...

Base Oil News

Asia base oils demand outlook: Week of 5 May

Asia’s base oils demand likely to face more downward pressure as slowing industrial activity in key regional markets start to reflect impact of US...

Base Oil News

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

OPEC+ Pushes for Market Share, How India Can Benefit?

​OPEC+ decision to increase oil output leads to sharp drop in crude oil prices, benefiting some sectors in India but impacting others negatively,...

Nimish Maheshwari

Global base oils margins outlook: Week of 5 May

Global base oils prices extend rise vs feedstock/competing fuel prices. Outright prices mostly hold firm or rise even in face of ongoing dip in...

Base Oil News

Global base oils arb outlook: Week of 5 May

Europe Group III base oils price trends higher vs prices in US and Asia over past two months. Europe Group III price trends higher vs domestic...

Base Oil News

Asia base oils supply outlook: Week of 5 May

Asia’s base oils prices extend rise vs feedstock/gasoil prices. Sustained strength of base oils margins points to limited surplus supply even as...

Base Oil News

Asia base oils demand outlook: Week of 5 May

Asia’s base oils demand likely to face more downward pressure as slowing industrial activity in key regional markets start to reflect impact of US...

Base Oil News

OPEC+ decision to increase oil output leads to sharp drop in crude oil prices, benefiting some sectors in India but impacting others negatively,...