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Asia is keeping more base oil in the region as long-haul flows slow and demand softens in most major markets. Group III remains tight in the US and Europe because of lost Middle East supply, and Luberef's delay pushes new Group III production into 2027.
Base oils are industrial lubricant inputs with little direct link to feed commodities. The review shows a regional surplus building in Asia and does not indicate any change in grain, oilseed or feed prices.
baseoilnews.comIain PocockNov 13, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
