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>Signs of easing supply tightness emerged across Asia as crude prices extended their decline, encouraging buyers to hold back.</li><li>South Korea and India maintained high base oils run-rates in April despite global disruptions and pressure to prioritise diesel output, supporting steady regional supply.</li><li>China’s high domestic base oils output curbed import demand, while stronger lubricants exports increased volumes in external markets.</li></ul>

Signs of easing supply tightness emerged across Asia as crude prices extended their decline, encouraging buyers to hold back.South Korea and India maintained high base oils run-rates in April despite global disruptions and pressure to prioritise diesel output, supporting steady regional supply.China’s high domestic base oils output curbed import demand, while stronger lubricants exports increased volumes in external markets.

Base Oils and Lubricants: Weekly Global Market Review - 29 May '26

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 10 stocks in China that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: All 10 stocks have changed in the portfolio</li>
<li>Since inception, it has gained 121% versus the CSI 300 Index’s return of 112%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR methodology
Portfolio changes: All 10 stocks have changed in the portfolio
Since inception, it has gained 121% versus the CSI 300 Index’s return of 112%


<ul><li>Cargo of Group II light and heavy-grade base oils loaded from Taiwan this week before heading to Vietnam, set to arrive in coming days.</li><li>Taiwan’s export volumes so far in May remained similar to April and below March levels.</li><li>Cargo of Group III base oils loaded from Indonesia in second-half March before heading to Northwest Europe, arrived in recent days.</li></ul>

Cargo of Group II light and heavy-grade base oils loaded from Taiwan this week before heading to Vietnam, set to arrive in coming days.Taiwan’s export volumes so far in May remained similar to April and below March levels.Cargo of Group III base oils loaded from Indonesia in second-half March before heading to Northwest Europe, arrived in recent days.

Global Base Oils Cargo Flows: Week To 22 May

<ul><li>Asia's export cushion narrowed as South Korea, Taiwan and Singapore flows all weakened simultaneously — leaving global markets with less cover</li><li>South Korea's April exports to the US slumped to a near-six-year low — deepening Group III supply risks as Middle East flows stayed halted</li><li>Singapore's April imports temporarily eased regional pressure — but softer May exports pointed to the buffer starting to thin</li></ul>

Asia's export cushion narrowed as South Korea, Taiwan and Singapore flows all weakened simultaneously — leaving global markets with less coverSouth Korea's April exports to the US slumped to a near-six-year low — deepening Group III supply risks as Middle East flows stayed haltedSingapore's April imports temporarily eased regional pressure — but softer May exports pointed to the buffer starting to thin

Base Oils and Lubricants: Weekly Global Market Review - 22 May '26

<ul><li>Asia's supply outlook turned more mixed — elevated Singapore trade flows and high China output cushioned disruptions even as Taiwan and South Korea signalled tightening availability</li><li>China's high base oils output softened the impact of global disruptions domestically — but reliance on imported Group III left exposure to tighter overseas markets</li><li>Taiwan's April shipments fell to multi-month lows while May cargo flows stayed subdued — pointing to shrinking Asia export availability</li></ul>

Asia's supply outlook turned more mixed — elevated Singapore trade flows and high China output cushioned disruptions even as Taiwan and South Korea signalled tightening availabilityChina's high base oils output softened the impact of global disruptions domestically — but reliance on imported Group III left exposure to tighter overseas marketsTaiwan's April shipments fell to multi-month lows while May cargo flows stayed subdued — pointing to shrinking Asia export availability

Base Oils and Lubricants: Weekly Global Market Review - 15 May '26

China

PetroChina is a Chinese oil and gas company engaged in the exploration, development, production, transportation, and marketing of crude oil and natural gas, as well as new energy operations. It also refines crude oil and petroleum products, produces and markets petrochemical products, and sells natural gas. The company was founded on November 5, 1999, and is headquartered in Beijing, China.

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PetroChina (857 HK)

Base Oils and Lubricants: Weekly Global Market Review - 29 May '26

Signs of easing supply tightness emerged across Asia as crude prices extended their decline, encouraging buyers to hold back. South Korea and...

Base Oil News

The Stocks to Own in China – Vol. 40

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: All 10 stocks have changed.

A. Stotz Investment Research

Global Base Oils Cargo Flows: Week To 22 May

Cargo of Group II light and heavy-grade base oils loaded from Taiwan this week before heading to Vietnam, set to arrive in coming days. Taiwan’s...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 22 May '26

Asia's export cushion narrowed as South Korea, Taiwan and Singapore flows all weakened simultaneously — leaving global markets with less...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 15 May '26

Asia's supply outlook turned more mixed — elevated Singapore trade flows and high China output cushioned disruptions even as Taiwan and South...

Base Oil News

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