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>A larger-than-usual cargo with a combination of Group II light and heavy grades was set to load from Taiwan in the coming days, with India a likely destination.</li><li>A large cargo of Group II base oils loaded from Taiwan at end-August headed to India, with arrival due this week.</li><li>A large cargo with a combination of Group II light and heavy grades loaded from Taiwan at end-July headed to the US Gulf coast, with arrival due in late-September.</li></ul>

A larger-than-usual cargo with a combination of Group II light and heavy grades was set to load from Taiwan in the coming days, with India a likely destination.A large cargo of Group II base oils loaded from Taiwan at end-August headed to India, with arrival due this week.A large cargo with a combination of Group II light and heavy grades loaded from Taiwan at end-July headed to the US Gulf coast, with arrival due in late-September.

Global Base Oils Cargo Flows: Week To 18 September

Independent Equity Research & Structured Analysis, VASRO GmbH

VASRO GmbH

Independent Equity Research & Structured Analysis

VASRO Equity Research Reports provide independent, structured analysis on listed companies, with a focus on public small- and mid-cap issuers, under-covered companies, and cross-border equity stories. Reports typically include company positioning, sector context, financial and strategic analysis, key investor-relevant developments, methodology, and disclosure documentation. Coverage is maintained through recurring and event-driven updates. there are 2 types of ERs, deep-dive rated equity research and non-rated equity research.

Equity Bottom-Up

<ul><li>VASRO has published an update report on Saudi Aramco Base Oil Company – Luberef following the company’s Q1 2026 results.</li><li>The core investment message is unchanged: Luberef remains a focused base-oils platform with a strong balance sheet, visible execution milestones, and a defined path toward product-mix improvement as Growth II moves closer to completion.</li><li>Q1 2026 was not a normalized run-rate quarter. It was an execution checkpoint — and the checkpoint was constructive.</li></ul>

VASRO has published an update report on Saudi Aramco Base Oil Company – Luberef following the company’s Q1 2026 results.The core investment message is unchanged: Luberef remains a focused base-oils platform with a strong balance sheet, visible execution milestones, and a defined path toward product-mix improvement as Growth II moves closer to completion.Q1 2026 was not a normalized run-rate quarter. It was an execution checkpoint — and the checkpoint was constructive.

Saudi Aramco Base Oil Company – Q1 Confirms Earnings Resilience and Growth II Progress

Saudi Aramco Base Oil Company – Luberef: Q1 Confirms Earnings Resilience and Growth II Progress

<ul><li>Several cargoes of Group II base oils loaded from Taiwan at end-August and early September, with all of them heading to Southeast Asia and one likely bound for India.</li><li>A cargo of Group II base oils loaded from Taiwan in late July was set to reach East Coast South America at the end of this week.</li><li>Singapore took delivery of more base oils from the Netherlands, adding to a shipment from the same country last week.</li></ul>

Several cargoes of Group II base oils loaded from Taiwan at end-August and early September, with all of them heading to Southeast Asia and one likely bound for India.A cargo of Group II base oils loaded from Taiwan in late July was set to reach East Coast South America at the end of this week.Singapore took delivery of more base oils from the Netherlands, adding to a shipment from the same country last week.

Global Base Oils Cargo Flows: Week To 11 September

<ul><li>The base oils market is approaching the fourth quarter with a smaller supply surplus than usual, as tighter Asian and Group III balances leave less supply available to absorb further disruptions</li></ul><ul><li>The base oils market is approaching the fourth quarter with less surplus than usual, after the third-quarter slowdown failed to produce the usual supply build.</li><li>China and India are putting more pressure on available barrels, with China's Group II balance tightening as India's demand extends its recovery.</li></ul>

The base oils market is approaching the fourth quarter with a smaller supply surplus than usual, as tighter Asian and Group III balances leave less supply available to absorb further disruptionsThe base oils market is approaching the fourth quarter with less surplus than usual, after the third-quarter slowdown failed to produce the usual supply build.China and India are putting more pressure on available barrels, with China's Group II balance tightening as India's demand extends its recovery.

Base Oils and Lubricants: Weekly Global Market Review - 11 Sep '26

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)

Global Base Oils Cargo Flows: Week To 18 September

A larger-than-usual cargo with a combination of Group II light and heavy grades was set to load from Taiwan in the coming days, with India a...

Base Oil News

Saudi Aramco Base Oil Company – Q1 Confirms Earnings Resilience and Growth II Progress

VASRO has published an update report on Saudi Aramco Base Oil Company – Luberef following the company’s Q1 2026 results.

VASRO GmbH

Saudi Aramco Base Oil Company – Luberef: Q1 Confirms Earnings Resilience and Growth II Progress

VASRO has published an update report on Saudi Aramco Base Oil Company – Luberef following the company’s Q1 2026 results.

VASRO GmbH

Global Base Oils Cargo Flows: Week To 11 September

Several cargoes of Group II base oils loaded from Taiwan at end-August and early September, with all of them heading to Southeast Asia and one...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 11 Sep '26

The base oils market is approaching the fourth quarter with a smaller supply surplus than usual, as tighter Asian and Group III balances leave...

Base Oil News

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)