I think the change by Castrol to GC and the fact that Mobil is bringing out the R oil and the SUV oil is a clear indicator of a trend. A trend to higher performing oils that meet higher European standards.
Why? Because European cars are taking a bigger percentage of all cars on our streets all the time and because the oil manufacturers want to sell their oils directly to those owners and not through the OEM car manufacturers (read: reap higher margins). It may also be much cheaper for big oil to reduce SKUs by reducing the multitude of formulations and consolidate refineries and formulation locations to save cost and increase margin.
I am convinced that we will see more, better oils coming to market in the near future. BTW, I believe Amsoil to be one of the best oils on the market today and certainly better than M1.
[ December 11, 2003, 05:10 PM: Message edited by: Alex D ]