Tags: basestocks

PAO Market Outlook in the Age of Electrification

PAO Market Outlook in the Age of Electrification: ​Global Market Analysis and Opportunities​

Base Year: 2020
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Regional Coverage: Global

The electric vehicle (EV) market is currently small but growing quitebriskly. The EV market will have an impact on the demand for engine oils since battery EVs (BEVs) do not use engine oils. This presents a growing threat to basestocks, including mineral-based and Group IV (or PAO) used to blend engine oils. This report analyzes how demand for PAOs will be impacted over the next 20 years, given the growing role of EVs. The report also discusses the growing opportunities for PAOs in alternate applications created by the proliferation of EVs.

Table of Contents

Introduction

Various megatrends impacting finished lubricant demand

  • Electric mobility
  • Ride sharing
  • Sustainability and green hydrogen

    • PCMO formulation outlook
    Drivers of engine oil viscosity shifts
    Supply of Group III/III+ basestocks and PAO

    PAO demand: Current and outlook
    Supply and availability of different substitutes, their technical performance and pricing vis-à-vis brightstocks

    • By region
    • By application
    • By viscosity grade

    Emerging applications of PAOs in electric vehicles

    • Key properties of electric fluids and comparison of PAO vis-àvis other competing products
    • Current status of electric vehicle fluid market and outlook

    Report Benefits

    This report serves as an excellent resource for lubricant basestock marketers, additive
    companies, and lubricant blenders. Specifically, this report assists subscribers by:

    • Developing an understanding of drivers and barriers for electrification and the likely penetration of EVs
    • Providing the impact analysis of electrification on global engine oil demand and the resultant impact on PAO.
    • Presenting the outlook for PAO in context of reducing demand from engine oils and potential demand for application in EV fluids

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    Global Business Outlook for Brightstocks

    Global Business Outlook for Brightstocks


    Regional Coverage: Asia-Pacific, North America, South America, Europe, Africa and the Middle East

    Base Year: 2020
    Published: Q1 2021
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    Base Year: 2022
    Published: April 2023
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    The supply of brightstocks continues to dwindle due to Group I plant closures driven by capacity overhang, technical obsolescence, and refiners’ recent pursuit of sustainability goals. Moreover, various substitutes such as Group II brightstocks and PIB are emerging. This report will focus on key trends, developments, challenges, and business opportunities in the global brightstock market.

    Scope

    • Current and forecast demand for brightstocks
      • — By application
      • — By region
      • — By brightstock type*
    • Current and forecast supply for brightstocks
      • — By supplier
      • — By region
      • — By brightstock type*

    *Includes conventional Group I brightstocks, naphthenic brightstocks, and alternate brightstocks (Group II)

    • Potential shortfalls in the brightstock market
    • Potential substitutes for brightstocks in various applications
    • A comparative assessment of technical and economic feasibility of substitution by various alternatives

    Includes an Excel-based supply-demand model

    Table of Contents

    Introduction

    Executive Summary

    An overview of the report findings, plus a forecast based on Kline’s FutureView Forecasting Model

    Current and Forecast Demand

    • Current formulation approaches and brightstock demand by lubricant product
    • Demand by application and region
    • Lubricant demand outlook and changes in formulation
    • Brightstock demand outlook by application, region, and brightstock type

    Current and Forecast Supply

    • Current brightstock supply by brightstock type, region, and producer
    • Anticipated changes in brightstock capacity and resultant brightstock supply by brightstock type, region, and producer
    • A discussion on market trends shaping brightstock capacity

    Supply-Demand Balance

    • Current and projected supply-demand balance by region and brightstock type

    Substitute Products

    Supply and availability of different substitutes, their technical performance and pricing vis-à-vis brightstocks

    • Polyalphaolefins (PAO)
    • Polyisobutylenes (PIB)
    • Polyalkylene glycols (PAG)

    Market Evaluation and Outlook

    • Business outlook, opportunities, and challenges for brightstock suppliers and blenders
    • Barriers for entry for substitutes

    Supplier Profiles

    • A brief profile of key brightstock suppliers (listed in table 1)
    TABLE 1. SUPPLIERS PROFILED
    Ergon PBF Energy
    ExxonMobil PERTAMINA
    HollyFrontier Petrobras
    IRPC Shell
    Luberef CEPSA
    Lukoil

    Forecast period: 2022 to 2032

    Report Benefits

    This syndicated report is designed to provide an objective and thorough analysis of brightstock supply and demand, the emerging supply gap, and potential substitutes. Subscribers will be able to identify potential market opportunities and threats. The study also:

    • Serves as a useful tool to quickly learn the dynamics of brightstock market and assists in making business decisions
    • Offers valuable insights and information on business opportunities and threats
    • Helps subscribers recognize the likely shortfall in brightstock supply and identify suitable options to make up for the shortfall

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    Global Used Oil and Re-Refined Lubricants: Market Analysis and Opportunities

    Global Used Oil and Re-Refined Lubricants: Market Analysis and Opportunities


    Regional Coverage: Brazil, China, India, Japan, Mexico, USA and Canada, Western Europe

    Base Year: 2020 and 2021
    Published: Q1 2022
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    Base Year: 2023
    To be Published: Q4 2023
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    This report is a comprehensive analysis of the global used oil and re-refined lubricants industry as the focus of governments and corporations around the world increases on sustainability amidst the declining demand for basestocks. This study will focus on key trends, developments, changes, challenges, and business opportunities.

    Scope

    • Assessment of material flows from finished lubricants and used oil collection to used oil disposal and re-refined basestocks production
    • Assessment of disposal routes for used oil, including energy recovery, re-refining, and other end uses
    • Evaluation of re-refined basestocks and lubricants and their key end-use segments
    • Analysis of market trends, growth drivers and restraints, and regulations
    • Evaluation of re-refined basestocks suppliers at the global and regional levels
    • Evaluation of market opportunities and challenges

    Table of Contents

    Introduction

    Executive Summary

    An overview of the report findings

    Country/Regional Market Profiles

    Detailed regional profiles focusing on key markets (listed in Table 1), including the following information:

    • Used oil market synopsis
    • Economic background
    • Vehicle population
    • Used oil and re-refining regulations
    • Finished lubricants demand, used oil generation, and re-refining material balances
    • Used oil generation, collection, and disposal
    • Used oil re-refining market overview
    • Used oil industry outlook
    • Market opportunities and challenges
    TABLE 1: LIST OF COUNTRIES/REGIONS PROFILED
    Brazil​ ​​​China
    India Japan
    Mexico ​​​U.S. and Canada
    Western Europe

    Report Benefits

    This report assists used oil collectors, re-refiners, lubricants blenders, and marketers in identifying opportunities within the global used oil re-refining industry. It also serves as an invaluable tool in the strategic planning process. Specifically, it helps subscribers:

    • Develop business strategies by understanding the trends and developments that are driving
      the used oil re-refining market
    • Identify end-use markets and applications with high potential for growth and the challenges and barriers for catering to these opportunities
    • Recognize key competitors and evaluate their market position

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