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 large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week.</li><li>Shipments from Taiwan typically move to China, Southeast Asia or India rather than to South Korea.</li><li>Singapore-to-US shipments extended their surge for a second week, even as total Singapore exports declined.</li></ul>

A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week.Shipments from Taiwan typically move to China, Southeast Asia or India rather than to South Korea.Singapore-to-US shipments extended their surge for a second week, even as total Singapore exports declined.

Global Base Oils Cargo Flows: Week To 4 September

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: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break down • TKH Group | expects organic revenue and EBITA growth, however, 26Q1 to be weak • DHL Group | 4Q25 results ahead of own guidance, showing resilience</li></ul>

In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break down • TKH Group | expects organic revenue and EBITA growth, however, 26Q1 to be weak • DHL Group | 4Q25 results ahead of own guidance, showing resilience

What's News in Amsterdam - 5 March (InPost | Shell | TKH Group | DHL Group)

<ul><li>A slowdown in cargo loadings from Taiwan extended into a second week, leaving total August volumes relatively low so far.</li><li>An unusually large cargo loaded from Singapore in the past week before heading to Hong Kong.</li><li>The last time a cargo of this size moved from Singapore to Hong Kong was in 2023.</li></ul>

A slowdown in cargo loadings from Taiwan extended into a second week, leaving total August volumes relatively low so far.An unusually large cargo loaded from Singapore in the past week before heading to Hong Kong.The last time a cargo of this size moved from Singapore to Hong Kong was in 2023.

Global Base Oils Cargo Flows: Week To 21 August

<ul><li>The market is moving into its seasonal demand recovery with supply still constrained, leaving South Korea, India and other alternative suppliers to cover more of the shortfall just as maintenance could reduce their ability to do so.</li></ul><ul><li>The summer slowdown is giving way to a seasonal demand recovery just as spare supply remains thin, making every major export source more important.</li><li>Supply is being redistributed rather than restored. South Korea, India and China have increased their importance as Middle East and other Asian flows weaken, but the shift leaves the market more exposed to disruption at any one of those suppliers.</li></ul>

The market is moving into its seasonal demand recovery with supply still constrained, leaving South Korea, India and other alternative suppliers to cover more of the shortfall just as maintenance could reduce their ability to do so.The summer slowdown is giving way to a seasonal demand recovery just as spare supply remains thin, making every major export source more important.Supply is being redistributed rather than restored. South Korea, India and China have increased their importance as Middle East and other Asian flows weaken, but the shift leaves the market more exposed to disruption at any one of those suppliers.

Base Oils and Lubricants: Weekly Global Market Review - 21 Aug '26

<ul><li>Summer seasonality is providing some relief to the tight base oils market, with slower lubricant demand helping offset the loss of Middle East supply and allowing the market to operate with a thinner surplus</li></ul><ul><li>The underlying supply position remains tight, with Middle East disruptions continuing to remove significant volumes and Group III availability still under the greatest pressure.</li><li>Asia's June supply fell faster than lubricant demand, cutting the regional surplus sharply and leaving less spare material to absorb stronger requirements later in the year.</li></ul>

Summer seasonality is providing some relief to the tight base oils market, with slower lubricant demand helping offset the loss of Middle East supply and allowing the market to operate with a thinner surplusThe underlying supply position remains tight, with Middle East disruptions continuing to remove significant volumes and Group III availability still under the greatest pressure.Asia's June supply fell faster than lubricant demand, cutting the regional surplus sharply and leaving less spare material to absorb stronger requirements later in the year.

Base Oils and Lubricants: Weekly Global Market Review - 14 Aug '26

United Kingdom

Shell plc is a British multinational oil and gas company that explores, produces, refines, and markets oil, natural gas, and petroleum products. It also operates in solar and electric power, biofuels, and petrochemicals, with a focus on integrated gas and new energy solutions. The company was formed in 1907 through the merger of Royal Dutch Petroleum Company and The "Shell" Transport and Trading Company and is headquartered in London, England.

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Shell (SHEL LN)

Global Base Oils Cargo Flows: Week To 4 September

A large cargo of Group II base oils loaded from Taiwan in late August before heading to South Korea, set to arrive this week. Shipments from...

Base Oil News

What's News in Amsterdam - 5 March (InPost | Shell | TKH Group | DHL Group)

In this edition: • InPost | Bloq.it has signed a multi-year agreement with UK parcel carrier Evri • Shell | talks about rescue Raízen break...

The IDEA!

Global Base Oils Cargo Flows: Week To 21 August

A slowdown in cargo loadings from Taiwan extended into a second week, leaving total August volumes relatively low so far. An unusually large cargo...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 21 Aug '26

The market is moving into its seasonal demand recovery with supply still constrained, leaving South Korea, India and other alternative suppliers...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 14 Aug '26

Summer seasonality is providing some relief to the tight base oils market, with slower lubricant demand helping offset the loss of Middle East...

Base Oil News

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