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>More Group II cargoes load from Taiwan before heading to southeast Asia</li><li>Cargo loads from South Korea bound for US, following slowdown in such flows</li><li>Several US cargoes set to reach Nigeria in coming week</li></ul>

More Group II cargoes load from Taiwan before heading to southeast AsiaCargo loads from South Korea bound for US, following slowdown in such flowsSeveral US cargoes set to reach Nigeria in coming week

Global Base Oils Cargo Flows: Week To 16 January

<ul>
<li>Wave of cargoes load from Taiwan since start of January, with a larger share of the shipments consisting of heavy grades.</li>
<li>Large cargo from Taiwan heads to India, set to arrive next week.</li>
<li>Cargo loads from Taiwan at end-Dec 2025 before heading to Europe, set to arrive in early-Feb 2026.</li>
</ul>


Wave of cargoes load from Taiwan since start of January, with a larger share of the shipments consisting of heavy grades.
Large cargo from Taiwan heads to India, set to arrive next week.
Cargo loads from Taiwan at end-Dec 2025 before heading to Europe, set to arrive in early-Feb 2026.


Global Base Oils Cargo Flows: Week To 9 January

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 14 stocks in ASEAN that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Five stocks remain, nine new join the fray</li>
<li>Since its inception, it has generated a before-fee total return of 295% versus the MSCI ASEAN's  59%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR methodology
Portfolio changes: Five stocks remain, nine new join the fray
Since its inception, it has generated a before-fee total return of 295% versus the MSCI ASEAN's  59%


<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Six stocks remain, eight new join the fray</li>
<li>Since inception, it has gained 72% versus the SET 100 Index’s return of 23%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: Six stocks remain, eight new join the fray
Since inception, it has gained 72% versus the SET 100 Index’s return of 23%


The Stocks to Own in Thailand – Vol. 51

<ul><li>Asia’s base oils prices extend steep fall vs gasoil prices.</li><li>Weaker outright prices compound the drop.</li><li>Sliding price-differentials, combined with increasingly firm diesel premium to crude oil, increase pressure on refiners to adjust output in response.</li></ul>

Asia’s base oils prices extend steep fall vs gasoil prices.Weaker outright prices compound the drop.Sliding price-differentials, combined with increasingly firm diesel premium to crude oil, increase pressure on refiners to adjust output in response.

Asia base oils supply outlook: Week of 10 November

Thailand

PTT is a Thai state-owned integrated petroleum and natural gas company involved in exploration, production, refining, and marketing of oil and gas, petrochemicals, and electricity generation. It operates extensive submarine gas pipelines and a network of LPG terminals. Headquartered in Bangkok, Thailand, the company was founded in 1978.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

PTT (PTT TB)

Global Base Oils Cargo Flows: Week To 16 January

More Group II cargoes load from Taiwan before heading to southeast. Asia.Cargo loads from South Korea bound for US, following slowdown in such flows

Base Oil News

Global Base Oils Cargo Flows: Week To 9 January

Wave of cargoes load from Taiwan since start of January, with a larger share of the shipments consisting of heavy grades. Large cargo from Taiwan...

Base Oil News

The Stocks to Own in ASEAN – Vol. 53

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine stocks added.

A. Stotz Investment Research

The Stocks to Own in Thailand – Vol. 51

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...

A. Stotz Investment Research

Asia base oils supply outlook: Week of 10 November

Asia’s base oils prices extend steep fall vs gasoil prices. Weaker outright prices compound the drop. Sliding price-differentials, combined with...

Base Oil News

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)