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>Asia’s base oils prices hold firm versus regional gasoil prices.</li><li>Sustained strength of base oils margins suggests supply-demand fundamentals remain balanced to tight.</li><li>Balanced-to-tight fundamentals at end-Q3 would follow signs of smaller-than-usual build-up of surplus supplies in early-Q3.</li></ul>

Asia’s base oils prices hold firm versus regional gasoil prices.Sustained strength of base oils margins suggests supply-demand fundamentals remain balanced to tight.Balanced-to-tight fundamentals at end-Q3 would follow signs of smaller-than-usual build-up of surplus supplies in early-Q3.

Asia base oils supply outlook: Week of 15 September

<ul><li>Asia’s base oils demand could get support from signs of steady requirements in markets like southeast Asia and India.</li><li>Regional demand could get additional support from blenders’ balanced-to-tight stocks in some markets.</li><li>Balanced-to-tight-stocks would boost need for regular replenishment supplies.</li></ul>

Asia’s base oils demand could get support from signs of steady requirements in markets like southeast Asia and India.Regional demand could get additional support from blenders’ balanced-to-tight stocks in some markets.Balanced-to-tight-stocks would boost need for regular replenishment supplies.

Asia base oils demand outlook: Week of 15 September

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 Bursa stocks as of Sep 12th. The aggregated short interest is USD365m.</li>
<li>We tabulate league tables 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 Malaysian Resources, Sime Darby, Bumi Armada, Genting, Yinson.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Sep 12th. The aggregated short interest is USD365m.
We tabulate league tables 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 Malaysian Resources, Sime Darby, Bumi Armada, Genting, Yinson.


Bursa Short Interest Weekly (Sep 12th): Malaysian Resources, Sime Darby, Bumi Armada, Genting

<ul><li>Global base oils prices mostly fall versus feedstock/competing fuel prices.</li><li>Price-differentials fall more steeply in Europe and US than in Asia, pointing to weaker supply-demand fundamentals in those markets.</li><li>Even with lower differentials, global base oils margins hold at levels that incentivize refiners to maintain firm output.</li></ul>

Global base oils prices mostly fall versus feedstock/competing fuel prices.Price-differentials fall more steeply in Europe and US than in Asia, pointing to weaker supply-demand fundamentals in those markets.Even with lower differentials, global base oils margins hold at levels that incentivize refiners to maintain firm output.

Global base oils margins outlook: Week of 8 September

<ul><li>FOB Asia Group II base oils prices hold unusually firm versus US export prices so far in Q3 2025.</li><li>Asia’s firm prices make arbitrage to move surplus supplies to Americas hard to work.</li><li>Closed arbitrage complicates removal of surplus supplies, raising prospect of build-up of supplies in Asia-Pacific market.</li></ul>

FOB Asia Group II base oils prices hold unusually firm versus US export prices so far in Q3 2025.Asia’s firm prices make arbitrage to move surplus supplies to Americas hard to work.Closed arbitrage complicates removal of surplus supplies, raising prospect of build-up of supplies in Asia-Pacific market.

Global base oils arb outlook: Week of 8 September

Malaysia

Petronas Chemicals Group Bhd. is a chemical company. The Company offers a diversified range of petrochemical products such as olefins, polymers, fertilisers, methanol, and other basic chemicals and derivative products.

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Petronas Chemicals Group (PCHEM MK)

Asia base oils supply outlook: Week of 15 September

Asia’s base oils prices hold firm versus regional gasoil prices. Sustained strength of base oils margins suggests supply-demand fundamentals...

Base Oil News

Asia base oils demand outlook: Week of 15 September

Asia’s base oils demand could get support from signs of steady requirements in markets like southeast Asia and India. Regional demand could get...

Base Oil News

Bursa Short Interest Weekly (Sep 12th): Malaysian Resources, Sime Darby, Bumi Armada, Genting

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Malaysian Resources, Sime Darby, Bumi...

Ke Yan, CFA, FRM

Global base oils margins outlook: Week of 8 September

Global base oils prices mostly fall versus feedstock/competing fuel prices. Price-differentials fall more steeply in Europe and US than in Asia,...

Base Oil News

Global base oils arb outlook: Week of 8 September

FOB Asia Group II base oils prices hold unusually firm versus US export prices so far in Q3 2025. Asia’s firm prices make arbitrage to move...

Base Oil News

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