All the majors can. It just depends on where they invest their time and focus. But also, the lubricants division of majors like Mobil, are an after thought. They’re the step child everyone forgets.
All it’s going to do is take a VP or something like that to end that relationship. Or one single safety issue. Whatever it is.
When P66 decided they were going to go into mining lubricants. They absolutely threw everything at it. People. Engineers. Pricing. Anything that was absolutely needed. They got OEM testing, OEM approvals, started doing OEM filling with Komatsu group. Etc.
Now they’re pulling back from that business because interests changed.
The lubricants market is cyclical. The big wild cards for me, is who’s going to buy Citgo and what is Chevron doing? Will Valvoline boot Mobil from Formula racing?
Weird time to be in this market.