Automakers turn to new lubricant blends amid motor oil crisis

Commodity Impact 4
โดย Seeking Alpha·GLOBAL·Read original
Summary · why it matters

Automakers including Stellantis and Volkswagen are turning to new lubricant blends as motor oil shortages worsen due to the Iran war, the Financial Times reported. Supply chains for high-quality Group III base oils were severely disrupted after Iran struck Shell's gas-to-liquids plant in Qatar in March, and prices have nearly tripled from prewar levels to about $4,000 per ton in Europe and the U.S. Stellantis said it evaluated reformulated lubricants and secured alternative products that meet industry standards, while Volkswagen said it has secured supplies for now and is evaluating additional sourcing options. Toyota and Suzuki have also secured alternative supplies, and Nissan informed dealers of reduced production capacity for most lubricant products and said it would constrain supplies of its high-quality motor oil. Holly Alfano, CEO of the Independent Lubricant Manufacturers Association, warned that alternative suppliers have limited volumes and any renewed shipping disruption, refinery outage or other supply shock could rapidly worsen the situation.

Impact on stocks 7

Electrification & Mobility▼ · 5 stocks
Nissan Motor Co., Ltd.
7201
▼ NegativeSupplyrelevance

Nissan informed dealers of reduced production capacity for most lubricant products and will constrain supplies of high-quality motor oil.

Stellantis NV
STLA
▼ NegativeSupplyrelevance

Motor oil shortages disrupt supply chains for high-quality Group III base oils, impacting Stellantis's production.

Toyota Motor Corp.
7203
▼ NegativeSupplyrelevance

Toyota has secured alternative supplies but faces limited volumes and potential supply shocks.

Suzuki Motor Corp.
7269
▼ NegativeSupplyrelevance

Suzuki has secured alternative supplies but faces limited volumes and potential supply shocks.

Consumer Discretionary▼ · 1 stocks
Volkswagen AG
VOW
▼ NegativeSupplyrelevance

Volkswagen faces motor oil shortages and is evaluating additional sourcing options due to supply disruptions.

Energy Transition & Power Demand▲ · 1 stocks

Theme Impact 1

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