Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Cross Asset Strategy

<ul>
<li>China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran. </li>
<li>Chinese-Flagged ships have been allowed safe passage through the Strait of Hormuz, which may signal that China will continue to import some crude, LNG, and fuel from the Middle East.</li>
<li>China increased its strategic oil reserves at a pace of 1mm bbls a day over the past year.  Estimated at 1.5 billion bbls, China has ample reserves for a protracted war.</li>
</ul>


China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran. 
Chinese-Flagged ships have been allowed safe passage through the Strait of Hormuz, which may signal that China will continue to import some crude, LNG, and fuel from the Middle East.
China increased its strategic oil reserves at a pace of 1mm bbls a day over the past year.  Estimated at 1.5 billion bbls, China has ample reserves for a protracted war.


India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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>Iran launched ballistic missiles and drones at US assets and infrastructure in Saudi-neighboring GCC states  in direct retaliation US-Israel joint strikes on Iranian leadership and nuclear sites.</li>
<li>The attacks exploit GCC-hosted US bases, threaten 20% of global oil transit via the Strait of Hormuz, and have already driven Brent crude up 12% since escalation.</li>
<li>Iran is shifting from proxy warfare to a "regionalized cost" strategy, attempting to leverage the security of U.S. allies and global energy chokepoints to force a ceasefire.</li>
</ul>


Iran launched ballistic missiles and drones at US assets and infrastructure in Saudi-neighboring GCC states  in direct retaliation US-Israel joint strikes on Iranian leadership and nuclear sites.
The attacks exploit GCC-hosted US bases, threaten 20% of global oil transit via the Strait of Hormuz, and have already driven Brent crude up 12% since escalation.
Iran is shifting from proxy warfare to a "regionalized cost" strategy, attempting to leverage the security of U.S. allies and global energy chokepoints to force a ceasefire.


Why Iran Is Striking the Gulf to Counter US and Israel?

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>India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season buying.</li><li>Asia exports to the Middle East stay elevated despite Saudi plant restart, signalling resilient demand.</li><li>Singapore domestic exports surge to an 11-month high, pointing to a potential regional supply shift.</li></ul>

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season buying.Asia exports to the Middle East stay elevated despite Saudi plant restart, signalling resilient demand.Singapore domestic exports surge to an 11-month high, pointing to a potential regional supply shift.

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

<ul><li>Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China.</li><li>Pick-up in activity mirrors similar trend in Singapore, where exports surged in the past week after the Lunar New Year slowdown.</li><li>Large cargo loads from South Korea in late-January before heading to US Gulf coast, set to arrive this week.</li></ul>

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China.Pick-up in activity mirrors similar trend in Singapore, where exports surged in the past week after the Lunar New Year slowdown.Large cargo loads from South Korea in late-January before heading to US Gulf coast, set to arrive this week.

Global Base Oils Cargo Flows: Week To 27 February

<ul><li>Several Group II cargoes load from Taiwan in past week before heading to southeast Asia.</li><li>Total Group II shipments so far this month amount to little more than half the volume during the same period in January.</li><li>Dip in cargo loadings mirrors similar dynamic in Singapore in recent weeks, coincides with Lunar New Year holidays.</li></ul>

Several Group II cargoes load from Taiwan in past week before heading to southeast Asia.Total Group II shipments so far this month amount to little more than half the volume during the same period in January.Dip in cargo loadings mirrors similar dynamic in Singapore in recent weeks, coincides with Lunar New Year holidays.

Global Base Oils Cargo Flows: Week To 20 February

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)

China: Prepared for a Long War!

China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran.

David Mudd

Why Iran Is Striking the Gulf to Counter US and Israel?

Iran's ballistic missile strikes on US assets in GCC states threaten global oil transit and mark a shift in strategy towards leveraging regional...

Sudarshan Bhandari

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season...

Base Oil News

Global Base Oils Cargo Flows: Week To 27 February

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China. Pick-up in activity mirrors...

Base Oil News

Global Base Oils Cargo Flows: Week To 20 February

Several Group II cargoes load from Taiwan in past week before heading to southeast Asia. Total Group II shipments so far this month amount to...

Base Oil News

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China: Prepared for a Long War!

China's currency, equity, and bond markets have held up better than those of other Asian countries since the beginning of the war in Iran.

David Mudd

Why Iran Is Striking the Gulf to Counter US and Israel?

​Iran's ballistic missile strikes on US assets in GCC states threaten global oil transit and mark a shift in strategy towards leveraging regional...

Sudarshan Bhandari

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season...

Base Oil News

Global Base Oils Cargo Flows: Week To 27 February

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China. Pick-up in activity mirrors...

Base Oil News

Global Base Oils Cargo Flows: Week To 20 February

Several Group II cargoes load from Taiwan in past week before heading to southeast Asia. Total Group II shipments so far this month amount to...

Base Oil News

Iran's ballistic missile strikes on US assets in GCC states threaten global oil transit and mark a shift in strategy towards leveraging regional...