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>US base oils demand could ease as seasonal slowdown in consumption coincides with rise in supply.</li><li>Demand could get support from tighter surplus supply at start of Q3 2025 following recent plant-maintenance work in domestic and overseas markets.</li><li>Tighter surplus supply curbs prospect of any imminent price-adjustments at time of year when fundamentals typically weaken.</li></ul>

US base oils demand could ease as seasonal slowdown in consumption coincides with rise in supply.Demand could get support from tighter surplus supply at start of Q3 2025 following recent plant-maintenance work in domestic and overseas markets.Tighter surplus supply curbs prospect of any imminent price-adjustments at time of year when fundamentals typically weaken.

Americas/EMEA base oils demand outlook: Week of 14 July

<ul><li>Asia’s base oils demand shows signs of facing weaker-than-usual pressure from expected seasonal slowdown in consumption coming weeks.</li><li>Firmer prices for light grades relative to heavy grades, for Group I SN 500, and for prices in India point to ongoing pockets of buying interest even with seasonal slowdown in demand.</li><li>Prices for Group II heavy grades by contrast weaken vs light grades and vs Group I base oils.</li></ul>

Asia’s base oils demand shows signs of facing weaker-than-usual pressure from expected seasonal slowdown in consumption coming weeks.Firmer prices for light grades relative to heavy grades, for Group I SN 500, and for prices in India point to ongoing pockets of buying interest even with seasonal slowdown in demand.Prices for Group II heavy grades by contrast weaken vs light grades and vs Group I base oils.

Asia base oils demand outlook: Week of 14 July

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

<ul><li>In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34</li></ul>

In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34

SLIGR NA - What's News in Amsterdam - 8 July (Shell | Household consumption | Corporate agenda)

<ul><li>US base oils supply could stay tighter at start of Q3 2025 after plant-maintenance work in domestic and overseas markets cuts availability in Q2 2025.</li><li>US base oils supply lags demand in April 2025 for third month, cutting stocks to eight-month low.</li><li>Persistent supply-shortfall triggers fastest drop in stocks over three-month period since September 2020, when US was in midst of Covid-related supply disruptions.</li></ul>

US base oils supply could stay tighter at start of Q3 2025 after plant-maintenance work in domestic and overseas markets cuts availability in Q2 2025.US base oils supply lags demand in April 2025 for third month, cutting stocks to eight-month low.Persistent supply-shortfall triggers fastest drop in stocks over three-month period since September 2020, when US was in midst of Covid-related supply disruptions.

Americas/EMEA base oils supply outlook: Week of 7 July

<ul><li>US base oils demand could stay cautious at time of year when buying interest typically slows.</li><li>Rise in base oils margins stays relatively muted in Q2 2025 even with tighter supply and seasonal pick-up in consumption.</li><li>Dynamic points to weaker-than-usual demand and sufficient supply to cover requirements.</li></ul>

US base oils demand could stay cautious at time of year when buying interest typically slows.Rise in base oils margins stays relatively muted in Q2 2025 even with tighter supply and seasonal pick-up in consumption.Dynamic points to weaker-than-usual demand and sufficient supply to cover requirements.

Americas/EMEA base oils demand outlook: Week of 7 July

United Kingdom

Shell PLC explores and refines petroleum products. The Company produces fuels, chemicals, and lubricants. Shell serves clients worldwide.

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Shell PLC (SHEL LN)

Americas/EMEA base oils demand outlook: Week of 14 July

US base oils demand could ease as seasonal slowdown in consumption coincides with rise in supply. Demand could get support from tighter surplus...

Base Oil News

Asia base oils demand outlook: Week of 14 July

Asia’s base oils demand shows signs of facing weaker-than-usual pressure from expected seasonal slowdown in consumption coming weeks. Firmer...

Base Oil News

SLIGR NA - What's News in Amsterdam - 8 July (Shell | Household consumption | Corporate agenda)

In this edition: • Shell | 2Q25 update: a clear profit warning • Dutch household consumption | up 1.1% YoY in May • Corporate agenda | week 29 – 34

The IDEA!

Americas/EMEA base oils supply outlook: Week of 7 July

US base oils supply could stay tighter at start of Q3 2025 after plant-maintenance work in domestic and overseas markets cuts availability in Q2...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 7 July

US base oils demand could stay cautious at time of year when buying interest typically slows. Rise in base oils margins stays relatively muted in...

Base Oil News

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