Merger Arb Mondays (27 Oct) - Dongfeng, ENN, Joy City, Minmetals, Soft99, Ashimori, Pacific Ind
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
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Asia base oils demand outlook: Week of 20 October
Asia’s base oils demand could stay more cautious as lower crude oil prices coincide with improving supply of most base oils grades. Lower crude...
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Asia base oils supply outlook: Week of 20 October
Asia’s Group II base oils prices rise versus gasoil prices to highest in more than a month for heavy grades, highest since Q2 2025 for light...
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Global base oils arb outlook: Week of 20 October
US Group II base oils prices stay in unusually narrow range versus vacuum gasoil feedstock prices throughout most of this year. US Group II base...
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Global base oils margins outlook: Week of 20 October
Global base oils margins rise in response to increasingly lower crude oil prices. Mostly-steady outright prices magnify impact of lower crude oil...
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