Asia-Pacific Base Oils: Supply Disruption or Trade Opportunity?
Argus Media24 Syys

Asia-Pacific Base Oils: Supply Disruption or Trade Opportunity?

In this episode, Guo Harn Hong (Argus Global Lead for Base Oils) is joined by Chu Ren Tan (Senior Base Oils Analyst), Li Li Chng (Associate Editor, Base Oils), Tara Tang (Associate Editor, Base Oils & Waxes) and Victor Hu (Senior Analyst) to discuss how geopolitical tensions, logistical disruptions and shifting trade flows continue to reshape Asia-Pacific base oils markets. While new capacity additions across the region have eased some supply pressures, the lubricant supply chain remains under strain as refiners optimise output streams and downstream blending economics evolve.

The discussion explores the impact of changing crude and base oil trade flows, refinery strategies affecting product availability, and the opportunities emerging for market participants amid ongoing disruption.

Key themes:

  • Geopolitical tensions and logistical challenges reshaping crude and base oil trade flows
  • New Asia-Pacific capacity easing supply constraints, but not fully resolving market disruption
  • Refinery optimisation and its impact on base oil production and lubricant supply chains
  • Emerging trade opportunities amid shifting regional market dynamics

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