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>Wave of Group II cargoes load from Taiwan in past week before heading to China.</li><li>Several more shipments were set to load from Taiwan in the coming days, pointing to a marked rise in total cargo loadings in March.</li><li>The pick-up in shipments in March mirrored a similar trend in Singapore, despite the prospect of lower output.</li></ul>

Wave of Group II cargoes load from Taiwan in past week before heading to China.Several more shipments were set to load from Taiwan in the coming days, pointing to a marked rise in total cargo loadings in March.The pick-up in shipments in March mirrored a similar trend in Singapore, despite the prospect of lower output.

Global Base Oils Cargo Flows: Week To 20 March

<ul><li>Global base oil supply exceeded demand by the smallest December margin in three years, leaving the market with less buffer as Middle East disruption spreads</li><li>Global supply reached a four-year high in 2025, but expectations of a 2026 surplus have reversed as the conflict disrupts shipments and threatens output</li><li>China’s elevated February output cushions the market against supply shocks, but lower Group III production leaves that segment tighter</li></ul>

Global base oil supply exceeded demand by the smallest December margin in three years, leaving the market with less buffer as Middle East disruption spreadsGlobal supply reached a four-year high in 2025, but expectations of a 2026 surplus have reversed as the conflict disrupts shipments and threatens outputChina’s elevated February output cushions the market against supply shocks, but lower Group III production leaves that segment tighter

Base Oils and Lubricants: Weekly Global Market Review - 13 Mar '26

<ul><li>Large Group II cargo with combination of light and heavy grades set to load from Taiwan this week, with India the likely destination.</li><li>Cargo loadings from Taiwan show signs of rising so far in March vs February, but remain well below December and January levels.</li><li>Cargo of Group III base oils loaded from Indonesia in early-March before heading to Europe, set to arrive around mid-April.</li></ul>

Large Group II cargo with combination of light and heavy grades set to load from Taiwan this week, with India the likely destination.Cargo loadings from Taiwan show signs of rising so far in March vs February, but remain well below December and January levels.Cargo of Group III base oils loaded from Indonesia in early-March before heading to Europe, set to arrive around mid-April.

Global Base Oils Cargo Flows: Week To 13 March

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: five stocks remain, nine new join the fray</li>
<li>Since inception, it has gained 97% versus the SET 100 Index’s return of 43%</li>
</ul>


We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology
Portfolio changes: five stocks remain, nine new join the fray
Since inception, it has gained 97% versus the SET 100 Index’s return of 43%


The Stocks to Own in Thailand – Vol. 52

<ul><li>Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East supply disruption.</li><li>South Korea's output hits a three-year high, building stocks ahead of plant maintenance and potential crude supply disruption.</li><li>Global Group III imports from the Middle East hit a six-year high in 2025, deepening reliance on supply lines now facing acute disruption.</li></ul>

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East supply disruption.South Korea's output hits a three-year high, building stocks ahead of plant maintenance and potential crude supply disruption.Global Group III imports from the Middle East hit a six-year high in 2025, deepening reliance on supply lines now facing acute disruption.

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

Thailand

Thai Oil is Thailand's largest integrated petroleum refining and petrochemical company, operating one of Asia's most complex single-site refineries with a crude distillation capacity of 275,000 barrels per day. The company produces a wide range of refined petroleum products, petrochemicals, and lube base oil, alongside engaging in power generation and other supporting businesses. Thai Oil was founded in 1961 and is headquartered in Bangkok, Thailand.

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Thai Oil (TOP TB)

Global Base Oils Cargo Flows: Week To 20 March

Wave of Group II cargoes load from Taiwan in past week before heading to China. Several more shipments were set to load from Taiwan in the coming...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 13 Mar '26

Global base oil supply exceeded demand by the smallest December margin in three years, leaving the market with less buffer as Middle East...

Base Oil News

Global Base Oils Cargo Flows: Week To 13 March

Large Group II cargo with combination of light and heavy grades set to load from Taiwan this week, with India the likely destination. Cargo...

Base Oil News

The Stocks to Own in Thailand – Vol. 52

We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: five stocks remain, nine new join...

A. Stotz Investment Research

Base Oils and Lubricants: Weekly Global Market Review - 6 Mar '26

Asia's January base oils exports rise to a 17-month high, as firm demand limits surplus build-up but leaves the market exposed to Middle East...

Base Oil News

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52-week Range

Market Cap (USDm)

P/E

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