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>Spare base oils supply is thin across major regions, leaving little room to absorb disruption from storms, outages or maintenance</li></ul><ul><li>Asia cleared a swathe of supply in the third quarter, leaving it balanced to tight with less room to cover other markets.</li><li>Singapore’s exports fell for a second week, a slowdown that would further limit Asia’s spare supply if it continues as seasonal demand firms.</li></ul>

Spare base oils supply is thin across major regions, leaving little room to absorb disruption from storms, outages or maintenanceAsia cleared a swathe of supply in the third quarter, leaving it balanced to tight with less room to cover other markets.Singapore’s exports fell for a second week, a slowdown that would further limit Asia’s spare supply if it continues as seasonal demand firms.

Base Oils and Lubricants: Weekly Global Market Review - 9 Oct '26

<ul><li>Base oils shipments from Taiwan extended their slowdown into a second week, coinciding with planned plant maintenance starting in October.</li><li>A cargo with a combination of Group II light and heavy grades loaded from Taiwan in early September for Europe passed through the Red Sea and Suez Canal in recent days.</li><li>A cargo loaded from South Korea in recent days headed to Northwest Europe, with arrival due in second-half November.</li></ul>

Base oils shipments from Taiwan extended their slowdown into a second week, coinciding with planned plant maintenance starting in October.A cargo with a combination of Group II light and heavy grades loaded from Taiwan in early September for Europe passed through the Red Sea and Suez Canal in recent days.A cargo loaded from South Korea in recent days headed to Northwest Europe, with arrival due in second-half November.

Global Base Oils Cargo Flows: Week To 9 October

<ul><li>Base oils supply is tighter than usual for the time of year, as Asian barrels filling overseas gaps face a competing call from recovering demand in their regional markets</li></ul><ul><li>Singapore's export recovery shows how additional barrels are becoming available as earlier disruptions ease.</li><li>That extra Asian supply is now facing a competing call from within the region as demand recovers, while maintenance in Taiwan and Saudi Arabia will remove more production.</li></ul>

Base oils supply is tighter than usual for the time of year, as Asian barrels filling overseas gaps face a competing call from recovering demand in their regional marketsSingapore's export recovery shows how additional barrels are becoming available as earlier disruptions ease.That extra Asian supply is now facing a competing call from within the region as demand recovers, while maintenance in Taiwan and Saudi Arabia will remove more production.

Base Oils and Lubricants: Weekly Global Market Review - 2 Oct '26

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>TotalEnergies has created a striking contradiction at the center of its electricity strategy.</li><li>The company is selling a 50% interest in a largely developed 1.2-gigawatt European solar and wind portfolio to KKR, while simultaneously agreeing to acquire a much larger 4-gigawatt pipeline of renewable and battery-storage projects from Shell.</li><li>The KKR transaction values the operating portfolio at €1.8 billion, or roughly $2.08 billion including debt, and covers assets in Germany, Spain, France, and Poland.</li></ul>

TotalEnergies has created a striking contradiction at the center of its electricity strategy.The company is selling a 50% interest in a largely developed 1.2-gigawatt European solar and wind portfolio to KKR, while simultaneously agreeing to acquire a much larger 4-gigawatt pipeline of renewable and battery-storage projects from Shell.The KKR transaction values the operating portfolio at €1.8 billion, or roughly $2.08 billion including debt, and covers assets in Germany, Spain, France, and Poland.

TotalEnergies’ $2 Billion Renewable Deal Changes The Whole Story!

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>
<a href="https://smartkarma.com/entities/totalenergies-se-4c690783-36e0-4600-98e7-56d74f04bf2a">TotalEnergies </a>is successfully executing a balanced, two-pillar strategy, leveraging strong cash flows from its low-cost oil and gas operations to fund a large-scale, profitable expansion into Integrated Power (renewables and electricity).</li>
 <li>The company is a global leader in Liquefied Natural Gas (LNG), a critical transition fuel, with plans to grow sales by 50% by 2030, underpinning significant cash flow growth and enhancing global energy security.</li>
 <li>A disciplined capital allocation framework, focused on high-return projects and cost savings, supports a commitment to attractive shareholder returns of over 40% of cash flow through the cycle, differentiating it from peers.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
TotalEnergies is successfully executing a balanced, two-pillar strategy, leveraging strong cash flows from its low-cost oil and gas operations to fund a large-scale, profitable expansion into Integrated Power (renewables and electricity).
  The company is a global leader in Liquefied Natural Gas (LNG), a critical transition fuel, with plans to grow sales by 50% by 2030, underpinning significant cash flow growth and enhancing global energy security.
  A disciplined capital allocation framework, focused on high-return projects and cost savings, supports a commitment to attractive shareholder returns of over 40% of cash flow through the cycle, differentiating it from peers.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: TotalEnergies  (TTE US) - Aug 2026

France

TOTAL S.A. explores for, produces, refines, transports, and markets oil and natural gas. The Company also operates a chemical division which produces polypropylene, polyethylene, polystyrene, rubber, paint, ink, adhesives, and resins. TOTAL operates gasoline filling stations in Europe, the United States, and Africa.

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TotalEnergies (TTE FP)

Base Oils and Lubricants: Weekly Global Market Review - 9 Oct '26

Spare base oils supply is thin across major regions, leaving little room to absorb disruption from storms, outages or maintenance Asia...

Base Oil News

Global Base Oils Cargo Flows: Week To 9 October

Base oils shipments from Taiwan extended their slowdown into a second week, coinciding with planned plant maintenance starting in October. A cargo...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 2 Oct '26

Base oils supply is tighter than usual for the time of year, as Asian barrels filling overseas gaps face a competing call from recovering demand...

Base Oil News

TotalEnergies’ $2 Billion Renewable Deal Changes The Whole Story!

TotalEnergies has created a striking contradiction at the center of its electricity strategy. The company is selling a 50% interest in a largely...

Baptista Research

Primer: TotalEnergies (TTE US) - Aug 2026

TotalEnergies is successfully executing a balanced, two-pillar strategy, leveraging strong cash flows from its low-cost oil and gas operations...

αSK Primers

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