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>Several more cargoes of Group II base oils loaded from Taiwan in the past week, with shipments heading mostly to Southeast Asia.</li><li>Taiwan’s base oils exports rose in second-half May from the first half, with total May volumes likely exceeding April levels but still lagging March.</li><li>Large cargo set to load from South Korea in early June; size of shipment pointed to US Gulf coast as the likely destination.</li></ul>

Several more cargoes of Group II base oils loaded from Taiwan in the past week, with shipments heading mostly to Southeast Asia.Taiwan’s base oils exports rose in second-half May from the first half, with total May volumes likely exceeding April levels but still lagging March.Large cargo set to load from South Korea in early June; size of shipment pointed to US Gulf coast as the likely destination.

Global Base Oils Cargo Flows: Week To 29 May

<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%


Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>This is the Brand Spanking New and Extra Spiffy H/A-Share Discount/Premium Weekly designed to help investors see the relationships easily. We used to do it. </li>
<li>We decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 19 Trade Recommendations. </li>
<li>We hope this new version serves readers even better. Feedback is actively solicited to see if we can improve it from here. </li>
</ul>


This is the Brand Spanking New and Extra Spiffy H/A-Share Discount/Premium Weekly designed to help investors see the relationships easily. We used to do it. 
We decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 19 Trade Recommendations. 
We hope this new version serves readers even better. Feedback is actively solicited to see if we can improve it from here. 


The Brand Spanking New Extra Spiffy 🦄H/A-Share Discount/Premium Weekly (As of 11 Aug 2023)

<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

China

PetroChina Company Limited operates as an oil and gas company. The Company offers crude oil and oil products exploration, development, production and marketing. PetroChina also markets petrochemical products and derivative chemicals.

Price Gauge
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PetroChina (601857 CH)

Global Base Oils Cargo Flows: Week To 29 May

Several more cargoes of Group II base oils loaded from Taiwan in the past week, with shipments heading mostly to Southeast Asia. Taiwan’s base...

Base Oil News

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Global Base Oils Cargo Flows: Week To 29 May

Several more cargoes of Group II base oils loaded from Taiwan in the past week, with shipments heading mostly to Southeast Asia. Taiwan’s base...

Base Oil News

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

The Brand Spanking New Extra Spiffy 🦄H/A-Share Discount/Premium Weekly (As of 11 Aug 2023)

Quiddity's New & Improved And Really Quite Spiffy H/A Discount Monitor. All the H/A Pairs, universe & sector metrics, with interactive tables and...

Travis Lundy

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