Global base oils arb outlook: Week of 24 March
Europe’s Group II base oils prices rise vs prices in US and Asia in March 2025. Europe’s Group I brightstock price rises vs prices in US and Asia...
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Asia base oils supply outlook: Week of 24 March
Asia’s heavy-grade base oils prices stay high versus feedstock/competing fuel prices. High margins point to tight supply-demand fundamentals,...
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Asia base oils demand outlook: Week of 24 March
Asia’s base oils demand could hold steady even with high heavy-grade prices and seasonal slowdown in consumption at start of Q2 2025. Asia’s lube...
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Industry Update - Energy (Upstream - Downstream) MARCH 20, 2025
We maintain a Neutral rating on the energy sector, given the lackluster earnings growth outlook for 2025-27E (+4% CAGR) and external risk factors...
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Global base oils margins outlook: Week of 17 March
Global base oils values rise vs feedstock/competing fuel prices. Firmer base oils values contrast with lower gasoil premium to crude oil,...
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