ILMA Compoundings July 2017 - 13

3.1

60.0

3.0

57.5

2.9

55.0

2.8

52.5

2.7

50.0

2.6

47.5

2.5

45.0

2.4

42.5

2.3
jul '16

Sep '16

Nov '16

Jan '17

Mar '17

May '17

USD/bbl

USD/US gal

The following graph shows brightstock domestic market and Brownsville, Texas, price direction compared with
West Texas Intermediate (WTI) crude oil price direction.

40.0

Base Oils Group I SN Brightstock FOB Brownsville Assessment Spot 2... (Mid) (USD/US gal)
Base Oils Group I SN600/650 FOB USG Assessment Spot 2-6 Weeks... (Mid) (USD/US gal)
Crude WTI FIP Cushing, OK Assessment Spot Month +2 Closing Value (USD/bbl)
© 2017 ICIS

Partners announced the same increase on all grades effective
March 23. Ergon announced 15-cent increases on all its
North American naphthenic grades effective April 28, and
San Joaquin Refining (SJR) in California confirmed a 15
cents per gallon price increase on all grades effective May 1.
Demand for Pale 60 oil in the export and domestic market
is healthy, spurring higher prices and more interest in the
export side. Alongside this, Calumet announced the launch of
a new product - the company's first uninhibited transformer
oil. Uninhibited transformer oil contains no additives, offering excellent protection for electrical equipment.
BASE OIL PRICES RISE WHILE CRUDE OIL DIPS
Combining tight supply in the U.S. and Europe and some
tightness in certain grades in the Asian market, the global
base oil market and prices are presently out of step with
softer crude oil price trends.
U.S. industry participants said base stock pricing is now less
sensitive to crude oil prices and more relevant to vacuum gas
oil changes, especially the premium-viscosity base oil grades.
This factor is more evident as the base oil prices move up and
crude oil prices sink under the $50/bbl mark, but supply and
demand are the driving factors in base oil prices at mid-2017.

MORE ON GROUP III
Group III base oils continue to see higher demand, with
Group II base stocks gaining the "workhorse" status and
Group III claiming the premium tag in many blending
choices because of the lighter viscosity. The supply crunch
fostered by downtime at the Qatar plant focused attention
on both base stock tiers as the U.S. surged to help meet
Europe's need for Group II and sealing the Group III supply
gap was assisted by new players with material to offer.
Moving forward with Group III, ExxonMobil's Rotterdam, Netherlands, facility is slated for a 2018 production
entry, while HollyFrontier's acquisition of Suncor Energy's
Petro-Canada Lubricants business adds North American
Group III production to its portfolio at Ontario. In the
U.S., Calumet also announced Group III production added
at its Shreveport, Louisiana, location, making it the first
U.S.-based producer of virgin Group III base stocks.
Taylor is senior editor manager for ICIS. She may be
reached at 713-525-2607 or judith.taylor@icis.com.

13



ILMA Compoundings July 2017

Table of Contents for the Digital Edition of ILMA Compoundings July 2017

LETTER FROM THE CEO
INSIDE ILMA
WHAT’S COMING UP
INDUSTRY RUNDOWN
In the Know
Market Report
LATIN AMERICA’S LUBRICANT DEMAND
GLIDING INTO THE FUTURE
BUSINESS HUB
COUNSEL COMPOUND
WASHINGTON LANDSCAPE
IN NETWORK
Member Connections
Cross Connections
PORTRAIT
ILMA Compoundings July 2017 - Cover1
ILMA Compoundings July 2017 - Cover2
ILMA Compoundings July 2017 - 1
ILMA Compoundings July 2017 - 2
ILMA Compoundings July 2017 - LETTER FROM THE CEO
ILMA Compoundings July 2017 - INSIDE ILMA
ILMA Compoundings July 2017 - 5
ILMA Compoundings July 2017 - WHAT’S COMING UP
ILMA Compoundings July 2017 - 7
ILMA Compoundings July 2017 - INDUSTRY RUNDOWN
ILMA Compoundings July 2017 - 9
ILMA Compoundings July 2017 - In the Know
ILMA Compoundings July 2017 - 11
ILMA Compoundings July 2017 - Market Report
ILMA Compoundings July 2017 - 13
ILMA Compoundings July 2017 - 14
ILMA Compoundings July 2017 - 15
ILMA Compoundings July 2017 - 16
ILMA Compoundings July 2017 - 17
ILMA Compoundings July 2017 - LATIN AMERICA’S LUBRICANT DEMAND
ILMA Compoundings July 2017 - 19
ILMA Compoundings July 2017 - 20
ILMA Compoundings July 2017 - 21
ILMA Compoundings July 2017 - 22
ILMA Compoundings July 2017 - 23
ILMA Compoundings July 2017 - GLIDING INTO THE FUTURE
ILMA Compoundings July 2017 - 25
ILMA Compoundings July 2017 - 26
ILMA Compoundings July 2017 - 27
ILMA Compoundings July 2017 - 28
ILMA Compoundings July 2017 - 29
ILMA Compoundings July 2017 - BUSINESS HUB
ILMA Compoundings July 2017 - 31
ILMA Compoundings July 2017 - COUNSEL COMPOUND
ILMA Compoundings July 2017 - 33
ILMA Compoundings July 2017 - 34
ILMA Compoundings July 2017 - WASHINGTON LANDSCAPE
ILMA Compoundings July 2017 - 36
ILMA Compoundings July 2017 - 37
ILMA Compoundings July 2017 - Member Connections
ILMA Compoundings July 2017 - 39
ILMA Compoundings July 2017 - Cross Connections
ILMA Compoundings July 2017 - 41
ILMA Compoundings July 2017 - 42
ILMA Compoundings July 2017 - 43
ILMA Compoundings July 2017 - PORTRAIT
ILMA Compoundings July 2017 - Cover3
ILMA Compoundings July 2017 - Cover4
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