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

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>Valvoline Inc. reported third quarter fiscal 2026 results reflecting steady growth amid a dynamic macroeconomic and supply chain environment.</li><li>System-wide store sales increased 19%, surpassing $1 billion in a quarter for the first time, with same-store sales growing 8%.</li><li>This growth was driven by higher ticket sizes—contributed by net pricing, premiumization, and penetration of non-oil change-related (NOCR) services—accounting for three-quarters of the sales comp.</li></ul>

Valvoline Inc. reported third quarter fiscal 2026 results reflecting steady growth amid a dynamic macroeconomic and supply chain environment.System-wide store sales increased 19%, surpassing $1 billion in a quarter for the first time, with same-store sales growing 8%.This growth was driven by higher ticket sizes—contributed by net pricing, premiumization, and penetration of non-oil change-related (NOCR) services—accounting for three-quarters of the sales comp.

Valvoline’s $1 Billion Sales Breakthrough Signals A Powerful Growth Inflection; But Is It Enough?

<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

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>Following the sale of its Global Products business in 2023, <a href="https://smartkarma.com/entities/valvoline-inc">Valvoline </a>has transformed into a pure-play automotive retail services company, focusing on its network of over 2,000 service centers.</li>
 <li>The company is pursuing an aggressive growth strategy centered on expanding its store footprint through both company-owned and franchised locations, as well as strategic acquisitions like Breeze Auto Care.</li>
 <li>While demonstrating strong top-line growth and expanding its service offerings, <a href="https://smartkarma.com/entities/valvoline-inc">Valvoline </a>faces long-term risks from the automotive industry's transition to electric vehicles (EVs) and intense competition in the fragmented auto maintenance market.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  Following the sale of its Global Products business in 2023, Valvoline has transformed into a pure-play automotive retail services company, focusing on its network of over 2,000 service centers.
  The company is pursuing an aggressive growth strategy centered on expanding its store footprint through both company-owned and franchised locations, as well as strategic acquisitions like Breeze Auto Care.
  While demonstrating strong top-line growth and expanding its service offerings, Valvoline faces long-term risks from the automotive industry's transition to electric vehicles (EVs) and intense competition in the fragmented auto maintenance market.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

United States

Valvoline Inc. manufactures and distributes automotive lubricants and chemicals. The Company offers motor oil, additives, antifreeze, brake fluid, and grease products. Valvoline also owns the oil change and express care chains of car repair centers.

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Valvoline (VVV US)

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

Valvoline’s $1 Billion Sales Breakthrough Signals A Powerful Growth Inflection; But Is It Enough?

Valvoline Inc. reported third quarter fiscal 2026 results reflecting steady growth amid a dynamic macroeconomic and supply chain...

Baptista Research

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

Primer: Valvoline (VVV US) - Aug 2026

Following the sale of its Global Products business in 2023, Valvoline has transformed into a pure-play automotive retail services company,...

αSK Primers

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