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>US domestic Group I brightstock price outperforms lighter grades and Group II prices.</li><li>US export brightstock prices significantly lag brightstock prices in Europe and Asia.</li><li>Widening price-discount reflects signs of increasingly diverging supply-demand fundamentals between US and Europe and Asia.</li></ul>

US domestic Group I brightstock price outperforms lighter grades and Group II prices.US export brightstock prices significantly lag brightstock prices in Europe and Asia.Widening price-discount reflects signs of increasingly diverging supply-demand fundamentals between US and Europe and Asia.

Global base oils arb outlook: Week of 28 April

<ul><li>Asia’s Group I/II base oils price premium to feedstock/gasoil prices stays unusually high.</li><li>High premium points to tight supply-demand fundamentals.</li><li>Prospect of slowing demand could cushion impact of tight Group I base oils supply in Q2 2025.</li></ul>

Asia’s Group I/II base oils price premium to feedstock/gasoil prices stays unusually high.High premium points to tight supply-demand fundamentals.Prospect of slowing demand could cushion impact of tight Group I base oils supply in Q2 2025.

Asia base oils supply outlook: Week of 28 April

<ul><li>Asia’s base oils demand could wane as expectations of improving supply and more muted end-user consumption incentivize blenders to keep low stocks.</li><li>High base oils margins could add to buyers’ preference to hold back amid concern about disconnect between high margins and prospect of weaker supply-demand fundamentals.</li><li>More muted regional demand would speed up recovery in supply as more plant maintenance draws to a close in coming weeks.</li></ul>

Asia’s base oils demand could wane as expectations of improving supply and more muted end-user consumption incentivize blenders to keep low stocks.High base oils margins could add to buyers’ preference to hold back amid concern about disconnect between high margins and prospect of weaker supply-demand fundamentals.More muted regional demand would speed up recovery in supply as more plant maintenance draws to a close in coming weeks.

Asia base oils demand outlook: Week of 28 April

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 Apr 25th. We estimate that they had an aggregated short interest worth USD1.9bn.</li>
<li>We tabulate league table 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 Delta Electronics, Krung Thai Bank, Ptt E&amp;P, Kasikornbank, Scc, Gulf Energy Development.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Apr 25th. We estimate that they had an aggregated short interest worth USD1.9bn.
We tabulate league table 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 Delta Electronics, Krung Thai Bank, Ptt E&amp;P, Kasikornbank, Scc, Gulf Energy Development.


Thailand Short Interest Weekly (Apr 25th): Delta Electronics, Krung Thai Bank, Ptt E&P, Kasikornbank

<ul><li>Global base oils prices stay firm vs feedstock/competing fuel prices.</li><li>Firm base oils margins point to tight supply and strong demand.</li><li>Firm base oils margins incentivize refiners to raise base oils output.</li></ul>

Global base oils prices stay firm vs feedstock/competing fuel prices.Firm base oils margins point to tight supply and strong demand.Firm base oils margins incentivize refiners to raise base oils output.

Global base oils margins outlook: Week of 21 April

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)

Global base oils arb outlook: Week of 28 April

US domestic Group I brightstock price outperforms lighter grades and Group II prices. US export brightstock prices significantly lag brightstock...

Base Oil News

Asia base oils supply outlook: Week of 28 April

Asia’s Group I/II base oils price premium to feedstock/gasoil prices stays unusually high. High premium points to tight supply-demand...

Base Oil News

Asia base oils demand outlook: Week of 28 April

Asia’s base oils demand could wane as expectations of improving supply and more muted end-user consumption incentivize blenders to keep low...

Base Oil News

Thailand Short Interest Weekly (Apr 25th): Delta Electronics, Krung Thai Bank, Ptt E&P, Kasikornbank

We analyzed SET short interest report for the past week and highlighted short interest changes in Delta Electronics, Krung Thai Bank, Ptt E&P,...

Ke Yan, CFA, FRM

Global base oils margins outlook: Week of 21 April

Global base oils prices stay firm vs feedstock/competing fuel prices. Firm base oils margins point to tight supply and strong demand. Firm base...

Base Oil News

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