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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Global base oils arb outlook: Week of 17 March
US Group II base oils export prices mostly stay in narrow range vs vacuum gasoil so far this year. US’ steady price premium contrasts with strong...
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Asia base oils supply outlook: Week of 17 March
Asia’s base oils prices extend rise versus feedstock/competing fuel prices. Increasingly firm margins coincide with closed arbitrage to more...
291 Views