April lubricants industry market update.

OTOH, commercial and government fleet buyers are contracted at low margins.
They do undoubtedly represent a much greater volume collectively then would retail sales.
Still, rationing by price is a reality so I would expect blenders to give priority to the higher value markets.
There are good Grp II bases available for heavy duty truck engine oils, so it may not be a matter of supplying one or the other but more a matter of adequate Grp III supplies drying up.
I suspect that the Grp III based PCOM oils are probably going to be constrained for fleet buyers as much as they are for anyone else and the supply contracts probably include provisions for potential basestock supply shortages.
We may see a widespread resurgence in Grp II based PCMOs.
I'm pretty confident the government will ensure that the DIY community will be at end of the line for any Grp III products - I could be wrong. It only makes sense - I don't think consumers who can't get much of anything else (due to the inherent transportation constraints) won't be too worried about any shortages of motor oil. Look,consumers could always go to synthetic blends, if it comes to that.
 
I'm pretty confident the government (even under Trump) will ensure that the DIY community will be at end of the line for any Grp III products - I could be wrong. It only makes sense - I don't think consumers who can't get much of anything else (due to the inherent transportation constraints) won't be too worried about any shortages of motor oil. Look,consumers could always go to synthetic blends, if it comes to that.
The federal government plays virtually no role in allocating the supply of goods and would not likely intervene to assist commercial fleets nor even governmental fleets beyond the military.
Remember that fleets don't vote while you and I do.
 
This was posted on X. I cannot speak to its validity. Supposedly, Mobil and Shell have no packaged product to send out.

Mobil and Shell no product.webp
 
The federal government plays virtually no role in allocating the supply of goods and would not likely intervene to assist commercial fleets nor even governmental fleets beyond the military.
Remember that fleets don't vote while you and I do.
Okay guy, while I freely admitted in my posts that there are some things I may not know, you just revealed yourself as being ignorant about what the federal government can or cannot do.

Look, if the government can increase the percentage of alcohol (15%) in some gasoline for sale (don't say it isn't happening) then yes, the government plays a role in the allocation of goods and services.

Done with this thread.
 
Okay guy, while I freely admitted in my posts that there are some things I may not know, you just revealed yourself as being ignorant about what the federal government can or cannot do.

Look, if the government can increase the percentage of alcohol (15%) in some gasoline for sale (don't say it isn't happening) then yes, the government plays a role in the allocation of goods and services.

Done with this thread
So the availability of E15 with a continuation of the RVP waiver somehow means that the government can and will do whatever it pleases?
Sorry you don't like contrary opinions.
Have a great day!
 
So this could be my opportunity to monetize the oil I have stashed in grades I no longer use? ;)
OTOH, maybe I should just dump it in the fuel oil tank?
I shudder to think of what heating oil will cost this fall.
 
Ridiculously convoluted...there is no way 1000's of independent dealerships will follow this and customers will never know what grade is put in. Merely smoke n mirrors to maintain some semblance of justification to maintain their posture on what oil weights the lemmings are mandated to use or else imply warranty implications.

The oil lies continue...give people a range of oils to use like they used to and quit the BS.
 
Ridiculously convoluted...there is no way 1000's of independent dealerships will follow this and customers will never know what grade is put in. Merely smoke n mirrors to maintain some semblance of justification to maintain their posture on what oil weights the lemmings are mandated to use or else lose warranty.

The oil lies continue...give people a range of oils to use like they used to and quit the BS.
I have never heard of Toyota denying any warranty claim based on oil weight. In fact the manual uses "recomended" not required in there wording.

I think this is an attempt to satisfy CAFE until there is a ruling from them - which would be completely like them not to issue one, or issue one then rescind it like happened to the small refiners and ethanol around the time of the pandemic.
 
I have never heard of Toyota denying any warranty claim based on oil weight. In fact the manual uses "recomended" not required in there wording.

I think this is an attempt to satisfy CAFE until there is a ruling from them - which would be completely like them not to issue one, or issue one then rescind it like happened to the small refiners and ethanol around the time of the pandemic.
Changed it to "imply warranty implications".

There must be 1000's of BITOG threads over the years where people start out by saying "I use xw-xx because they tell me too and I am scared to use anything else "

Its an implied threat. The auto industry makes billions off the milquetoast using fear tactics and implied threats. Perception is a real thing and a lot of people are afraid to go against the corporations. Just fact.

I could care less about CAFE anymore...we all know the numbers are manipulated by the automakers and the government knows this as well but as long as they can publish their report about how good we're doing...its wonderful. I wonder how many CAFE employees put thicker oil in their cars? Shirley they do because they know its a game.

Automakers know a range of oils can be used...they should just list the range and be honest about it.

Its a game and I am tired of the game.
 
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