Lubezine Volume 14 Sep. 2015 | Page 19

The biggest consumers of base oils in Africa are Egypt, Nigeria and South Africa, which between them make up almost 60pc of the continent’s demand ownership, road haulage and industrial activity, and thus a need for a steady supply of affordable oil products. Gradual liberalisation of markets is fostering more trade though much progress remains to be made in that area. From a base oils trader’s perspective, the African market is beautifully opaque. Opacity in two regards: price and product flow information. When distributors and blenders further along the supply chain do not have access to the same market data, it is possible for their suppliers to achieve higher prices than might be achievable in an efficient, open market with equal access to information. the supply chain. The biggest consumers of base oils in Africa are Egypt, Nigeria and South Africa, which between them make up almost 60pc of the continent’s demand. Among regional trends are the continuing dependence of west African importers on Russian supply of heavy grade base oils as lighter grades continue to struggle to find a foothold in that market. South Africa is seeing a gradual switch to Group II base oil consumption as regional production of Group I product dwindles. And east African importers, already heavily reliant on production from the Mideast Gulf, are hoping for an inflow of Iranian product if sanctions are lifted as planned in December. Price trends It is also possible for traders to offload surplus products into the African market without causing ripples in the more closely watched wholesale markets such asRotterdam or Singapore. Argus publishes a weekly base oils report, with price assessments for base oils in key regions including those which supply Africa (Europe, the former Soviet Union and the Mideast Gulf). But we do not yet publish landed prices for base oils delivered to African ports due to the lack of transparency at that point in Septmber 2015 • | Lubezine Magazine In broad terms, base oils prices have followed a similar rollercoaster to those of crude oil and gasoil, over the past year or so, though a closer look at the relative prices shows a market increasingly responsive to underlying trends and also quicker to establish new relationships when the fundamentals change. Until recently base oils, and by extension lubricants, market ́