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>Middle East disruption is drawing more Asian base oils toward the Americas, reducing the surplus normally available in Asia just as seasonal demand starts to recover</li></ul><ul><li>Middle East disruption is leaving the US short of the Group III volumes it normally receives, tightening its balance at a time when summer surplus would otherwise move to export markets.</li><li>Wide US arbitrage is drawing more Asian base oils toward the Americas, adding to established Group III flows.</li></ul>

Middle East disruption is drawing more Asian base oils toward the Americas, reducing the surplus normally available in Asia just as seasonal demand starts to recoverMiddle East disruption is leaving the US short of the Group III volumes it normally receives, tightening its balance at a time when summer surplus would otherwise move to export markets.Wide US arbitrage is drawing more Asian base oils toward the Americas, adding to established Group III flows.

Base Oils and Lubricants: Weekly Global Market Review - 4 Sept '26

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Equity Capital Markets

<ul>
<li>Syngenta, the Sinochem-controlled crop protection and seeds group, has reportedly filed confidentially for a Hong Kong listing of about USD5bn. Bookrunners include CICC, UBS, BOA, GS and CITIC.</li>
<li>We review Syngenta's withdrawn Shanghai application and its financials, including losses, debt and goodwill.</li>
<li>We also look at the industry cycle through its three A-share subsidiaries, and at corporate governance issues, including an anonymous complaint to HKEX.</li>
</ul>


Syngenta, the Sinochem-controlled crop protection and seeds group, has reportedly filed confidentially for a Hong Kong listing of about USD5bn. Bookrunners include CICC, UBS, BOA, GS and CITIC.
We review Syngenta's withdrawn Shanghai application and its financials, including losses, debt and goodwill.
We also look at the industry cycle through its three A-share subsidiaries, and at corporate governance issues, including an anonymous complaint to HKEX.


Syngenta (先正达) Pre-IPO: What We Know Despite the Confidential Filing

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: One stocks remain, nine stocks added into portfolio</li>
<li>Since inception, it has gained 97% versus the CSI 300 Index’s return of 99%</li>
</ul>


We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology
Portfolio changes: One stocks remain, nine stocks added into portfolio
Since inception, it has gained 97% versus the CSI 300 Index’s return of 99%


<ul><li>A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week.</li><li>Shipments from Taiwan typically move to China, Southeast Asia or India rather than to South Korea.</li><li>Singapore-to-US shipments extended their surge for a second week, even as total Singapore exports declined.</li></ul>

A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week.Shipments from Taiwan typically move to China, Southeast Asia or India rather than to South Korea.Singapore-to-US shipments extended their surge for a second week, even as total Singapore exports declined.

Global Base Oils Cargo Flows: Week To 4 September

<ul>
<li>We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Four stocks remain, 10 new join the fray</li>
<li>Since its inception, it has generated a before-fee total return of 332% versus the MSCI Asia ex Japan of 216%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Four stocks remain, 10 new join the fray
Since its inception, it has generated a before-fee total return of 332% versus the MSCI Asia ex Japan of 216%


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 - 4 Sept '26

Middle East disruption is drawing more Asian base oils toward the Americas, reducing the surplus normally available in Asia just as seasonal...

Base Oil News

Syngenta (先正达) Pre-IPO: What We Know Despite the Confidential Filing

Syngenta has reportedly filed confidentially for a USD5bn Hong Kong listing. We examine its past listing attempt, financials, industry and...

Ke Yan, CFA, FRM

The Stocks to Own in China – Vol. 41

We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: One stock remains; nine stocks were...

A. Stotz Investment Research

Global Base Oils Cargo Flows: Week To 4 September

A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week. Shipments from...

Base Oil News

The Stocks to Own in Asia – Vol. 54

We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, 10 new join the fray.

A. Stotz Investment Research

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