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>India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season buying.</li><li>Asia exports to the Middle East stay elevated despite Saudi plant restart, signalling resilient demand.</li><li>Singapore domestic exports surge to an 11-month high, pointing to a potential regional supply shift.</li></ul>

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season buying.Asia exports to the Middle East stay elevated despite Saudi plant restart, signalling resilient demand.Singapore domestic exports surge to an 11-month high, pointing to a potential regional supply shift.

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

<ul><li>Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China.</li><li>Pick-up in activity mirrors similar trend in Singapore, where exports surged in the past week after the Lunar New Year slowdown.</li><li>Large cargo loads from South Korea in late-January before heading to US Gulf coast, set to arrive this week.</li></ul>

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China.Pick-up in activity mirrors similar trend in Singapore, where exports surged in the past week after the Lunar New Year slowdown.Large cargo loads from South Korea in late-January before heading to US Gulf coast, set to arrive this week.

Global Base Oils Cargo Flows: Week To 27 February

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>MENA underweights narrow to five-year lows, but nearly a quarter of EM funds remain uninvested.</li>
<li>Saudi and UAE dominate flows, with Emaar and Al Rajhi emerging as regional anchor holdings.</li>
<li>Ownership is broadening, yet conviction remains concentrated, leaving structural upside in positioning.</li>
</ul>


MENA underweights narrow to five-year lows, but nearly a quarter of EM funds remain uninvested.
Saudi and UAE dominate flows, with Emaar and Al Rajhi emerging as regional anchor holdings.
Ownership is broadening, yet conviction remains concentrated, leaving structural upside in positioning.


MENA’s Next Phase: Structural Adoption and the Rise of Regional Anchors

<ul><li>Several Group II cargoes load from Taiwan in past week before heading to southeast Asia.</li><li>Total Group II shipments so far this month amount to little more than half the volume during the same period in January.</li><li>Dip in cargo loadings mirrors similar dynamic in Singapore in recent weeks, coincides with Lunar New Year holidays.</li></ul>

Several Group II cargoes load from Taiwan in past week before heading to southeast Asia.Total Group II shipments so far this month amount to little more than half the volume during the same period in January.Dip in cargo loadings mirrors similar dynamic in Singapore in recent weeks, coincides with Lunar New Year holidays.

Global Base Oils Cargo Flows: Week To 20 February

<ul><li>November supply rose month on month in every major market except the Middle East, where refinery-maintenance curtailed output.</li><li>Output posted the largest increase in the Americas, driven largely by the completion of plant-maintenance in the US.</li><li>Asia’s base oils output rose year on year for a fourth straight month, with gains extending into December.</li></ul>

November supply rose month on month in every major market except the Middle East, where refinery-maintenance curtailed output.Output posted the largest increase in the Americas, driven largely by the completion of plant-maintenance in the US.Asia’s base oils output rose year on year for a fourth straight month, with gains extending into December.

Global Base Oils Supply Rises in November Before Seasonal Slowdown

Saudi Arabia

Saudi Arabian Oil Co., doing business as Saudi Aramco, operates as an oil exploration company. The Company focuses on hydrocarbons exploration, production, refining, distribution, and shipping, as well as provides crude oil marketing services. Saudi Aramco serves customers worldwide.

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Saudi Aramco (ARAMCO AB)

Base Oils and Lubricants: Weekly Global Market Review - 27 Feb '26

India January imports drop to a 17-month low as Middle East shipments slump — tighter domestic supply may trigger stronger pre-season...

Base Oil News

Global Base Oils Cargo Flows: Week To 27 February

Group II cargo-loadings from Taiwan gather pace in final week of February, with shipments mostly bound for China. Pick-up in activity mirrors...

Base Oil News

MENA’s Next Phase: Structural Adoption and the Rise of Regional Anchors

Active EM managers are increasing exposure to MENA, yet the region remains structurally underallocated. Clear regional anchors are emerging as...

Steven Holden

Global Base Oils Cargo Flows: Week To 20 February

Several Group II cargoes load from Taiwan in past week before heading to southeast Asia. Total Group II shipments so far this month amount to...

Base Oil News

Global Base Oils Supply Rises in November Before Seasonal Slowdown

November supply rose month on month in every major market except the Middle East, where refinery-maintenance curtailed output. Output posted the...

Base Oil News

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