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>A slowdown in cargo loadings from Taiwan extended into a second week, leaving total August volumes relatively low so far.</li><li>An unusually large cargo loaded from Singapore in the past week before heading to Hong Kong.</li><li>The last time a cargo of this size moved from Singapore to Hong Kong was in 2023.</li></ul>

A slowdown in cargo loadings from Taiwan extended into a second week, leaving total August volumes relatively low so far.An unusually large cargo loaded from Singapore in the past week before heading to Hong Kong.The last time a cargo of this size moved from Singapore to Hong Kong was in 2023.

Global Base Oils Cargo Flows: Week To 21 August

<ul><li>The market is moving into its seasonal demand recovery with supply still constrained, leaving South Korea, India and other alternative suppliers to cover more of the shortfall just as maintenance could reduce their ability to do so.</li></ul><ul><li>The summer slowdown is giving way to a seasonal demand recovery just as spare supply remains thin, making every major export source more important.</li><li>Supply is being redistributed rather than restored. South Korea, India and China have increased their importance as Middle East and other Asian flows weaken, but the shift leaves the market more exposed to disruption at any one of those suppliers.</li></ul>

The market is moving into its seasonal demand recovery with supply still constrained, leaving South Korea, India and other alternative suppliers to cover more of the shortfall just as maintenance could reduce their ability to do so.The summer slowdown is giving way to a seasonal demand recovery just as spare supply remains thin, making every major export source more important.Supply is being redistributed rather than restored. South Korea, India and China have increased their importance as Middle East and other Asian flows weaken, but the shift leaves the market more exposed to disruption at any one of those suppliers.

Base Oils and Lubricants: Weekly Global Market Review - 21 Aug '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>Valvoline reported its financial results for the fourth quarter and fiscal year 2025, showcasing a mixture of strengths and challenges as it progresses through its strategic initiatives.</li><li>The company achieved a notable increase in system-wide store sales, reaching $3.5 billion, marking its 19th consecutive year of same-store sales growth.</li><li>This performance underscores the robustness of its retail business in the automotive preventative maintenance services sector.</li></ul>

Valvoline reported its financial results for the fourth quarter and fiscal year 2025, showcasing a mixture of strengths and challenges as it progresses through its strategic initiatives.The company achieved a notable increase in system-wide store sales, reaching $3.5 billion, marking its 19th consecutive year of same-store sales growth.This performance underscores the robustness of its retail business in the automotive preventative maintenance services sector.

Valvoline: The Breeze Deal Playbook—What 162 Stores Add Now

<ul><li>Summer seasonality is providing some relief to the tight base oils market, with slower lubricant demand helping offset the loss of Middle East supply and allowing the market to operate with a thinner surplus</li></ul><ul><li>The underlying supply position remains tight, with Middle East disruptions continuing to remove significant volumes and Group III availability still under the greatest pressure.</li><li>Asia's June supply fell faster than lubricant demand, cutting the regional surplus sharply and leaving less spare material to absorb stronger requirements later in the year.</li></ul>

Summer seasonality is providing some relief to the tight base oils market, with slower lubricant demand helping offset the loss of Middle East supply and allowing the market to operate with a thinner surplusThe underlying supply position remains tight, with Middle East disruptions continuing to remove significant volumes and Group III availability still under the greatest pressure.Asia's June supply fell faster than lubricant demand, cutting the regional surplus sharply and leaving less spare material to absorb stronger requirements later in the year.

Base Oils and Lubricants: Weekly Global Market Review - 14 Aug '26

<ul><li>Asia and China accounted for 55% of global supply, maintaining a share above 50% for the ninth straight month despite lower regional output.</li><li>Global demand rose by more than 4% in May, but growth slowed to its weakest pace in 11 months as stock-building eased.</li><li>The global surplus held below year-earlier levels for the eighth time in nine months, with the January-May surplus down by about 35% from the same period in 2025.</li></ul>

Asia and China accounted for 55% of global supply, maintaining a share above 50% for the ninth straight month despite lower regional output.Global demand rose by more than 4% in May, but growth slowed to its weakest pace in 11 months as stock-building eased.The global surplus held below year-earlier levels for the eighth time in nine months, with the January-May surplus down by about 35% from the same period in 2025.

Global Base Oils Supply Falls To 13-Month Low In May

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)

Global Base Oils Cargo Flows: Week To 21 August

A slowdown in cargo loadings from Taiwan extended into a second week, leaving total August volumes relatively low so far. An unusually large cargo...

Base Oil News

Base Oils and Lubricants: Weekly Global Market Review - 21 Aug '26

The market is moving into its seasonal demand recovery with supply still constrained, leaving South Korea, India and other alternative suppliers...

Base Oil News

Valvoline: The Breeze Deal Playbook—What 162 Stores Add Now

Valvoline reported its financial results for the fourth quarter and fiscal year 2025, showcasing a mixture of strengths and challenges as it...

Baptista Research

Base Oils and Lubricants: Weekly Global Market Review - 14 Aug '26

Summer seasonality is providing some relief to the tight base oils market, with slower lubricant demand helping offset the loss of Middle East...

Base Oil News

Global Base Oils Supply Falls To 13-Month Low In May

Asia and China accounted for 55% of global supply, maintaining a share above 50% for the ninth straight month despite lower regional...

Base Oil News

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