Group III base oil supply tight through Q3 2026; producers adjusting regional pricing
Agricultural Lubricants Market 2025 to 2032: Feedstock Dynamics, Biobased Transition and the Reshaping of Global Demand →Upward pressure on crude and base feedstock costs has led base stock manufacturers, including SK Enmove, to adjust regional pricing, with Group III tightness persisting through Q3 2026. Additive, packaging, and logistics inflation is compounding costs. End users face shorter notice on price increases and longer lead times for specialized grades.
Severity: how big the impact would be if this plays out.
Likelihood: how probable the engine judges it is to happen or persist.
Spend exposed: the share of your annual category spend this flags.
Lock in longer-term contracts for Group III-based synthetic grades before further increases
Feedstock tightness through Q3 2026 means buyers face shorter price-notification windows and rising costs.
Source · lubesngreases.com
Source · gregspetro.com