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 base oils price-premium to Singapore gasoil holds firm at levels that incentivize refiners to maintain or raise output.</li><li>Firm margins point to still-tight supply-demand fundamentals.</li><li>Margins hold firm even with prospect of rise in surplus base oils supply in Asia in Q3 2025 in response to pick-up in output and slowdown in demand.</li></ul>

Asia’s base oils price-premium to Singapore gasoil holds firm at levels that incentivize refiners to maintain or raise output.Firm margins point to still-tight supply-demand fundamentals.Margins hold firm even with prospect of rise in surplus base oils supply in Asia in Q3 2025 in response to pick-up in output and slowdown in demand.

Asia base oils supply outlook: Week of 25 August

<ul><li>Asia’s base oils demand likely to stay cautious even with round of stock-replenishment in coming weeks.</li><li>Asia’s lube demand likely to rise over coming months after bottoming out in month of August.</li><li>Lower demand in August likely triggers pick-up in surplus supplies in Asia-Pacific region.</li></ul>

Asia’s base oils demand likely to stay cautious even with round of stock-replenishment in coming weeks.Asia’s lube demand likely to rise over coming months after bottoming out in month of August.Lower demand in August likely triggers pick-up in surplus supplies in Asia-Pacific region.

Asia base oils demand outlook: Week of 25 August

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of Aug 22nd. We estimate that they had an aggregated short interest worth USD2.4bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Intouch, True, Siri Prime Office Property Fd, CP ALL, Bangkok Dusit, CP ALL, Bangkok Dusit, True.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Aug 22nd. We estimate that they had an aggregated short interest worth USD2.4bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Intouch, True, Siri Prime Office Property Fd, CP ALL, Bangkok Dusit, CP ALL, Bangkok Dusit, True.


Thailand Short Interest Weekly (Aug 22nd): Intouch, True, Siri Prime Office Property Fd, CP ALL

<ul><li>Global base oils prices hold firm or rise vs feedstock/competing fuel prices.</li><li>Base oils margins hold firm at time of year when supply-demand fundamentals are typically weaker.</li><li>Firm base oils margins instead point to stronger-than-usual fundamentals for time of year.</li></ul>

Global base oils prices hold firm or rise vs feedstock/competing fuel prices.Base oils margins hold firm at time of year when supply-demand fundamentals are typically weaker.Firm base oils margins instead point to stronger-than-usual fundamentals for time of year.

Global base oils margins outlook: Week of 18 August

<ul><li>US Group II base oils export prices weaken versus FOB Asia Group II prices in Q3 2025.</li><li>Prices weaken at time of year when FOB Asia Group II prices typically fall versus US prices.</li><li>Asia prices typically fall to help to avoid or to clear surplus volumes at time of year when regional demand faces seasonal slowdown.</li></ul>

US Group II base oils export prices weaken versus FOB Asia Group II prices in Q3 2025.Prices weaken at time of year when FOB Asia Group II prices typically fall versus US prices.Asia prices typically fall to help to avoid or to clear surplus volumes at time of year when regional demand faces seasonal slowdown.

Global base oils arb outlook: Week of 18 August

Thailand

IRPC PCL produces a variety of petrochemical products including polypropylene, high density polyethylene and expandable polystyrene primarily used in packaging materials. Through its subsidiaries, the Company produces and distributes gasoline, liquefied petroleumgas (LPG), asphalt, as well as electricity and construction materials.

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IRPC PCL (IRPC TB)

Asia base oils supply outlook: Week of 25 August

Asia’s base oils price-premium to Singapore gasoil holds firm at levels that incentivize refiners to maintain or raise output. Firm margins point...

Base Oil News

Asia base oils demand outlook: Week of 25 August

Asia’s base oils demand likely to stay cautious even with round of stock-replenishment in coming weeks. Asia’s lube demand likely to rise over...

Base Oil News

Thailand Short Interest Weekly (Aug 22nd): Intouch, True, Siri Prime Office Property Fd, CP ALL

We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch, True, Siri Prime Office Property Fd, CP...

Ke Yan, CFA, FRM

Global base oils margins outlook: Week of 18 August

Global base oils prices hold firm or rise vs feedstock/competing fuel prices. Base oils margins hold firm at time of year when supply-demand...

Base Oil News

Global base oils arb outlook: Week of 18 August

US Group II base oils export prices weaken versus FOB Asia Group II prices in Q3 2025. Prices weaken at time of year when FOB Asia Group II prices...

Base Oil News

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