this is a pretty fascinating look at one corner of the supply chain mess that's looming from the oil supply interruptions, industrial lubricant disruption
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The specialty lubricant angle is worse than most realize. Group II/III base oils (needed for modern industrial lubricants) come from a handful of refineries in SK, SG, and USGC. Even if crude flows, basestock-specific refining capacity bottlenecks independently. Plus synthetic PAO lubricants rely on ethylene — and European ethylene crackers are idling on gas prices. Two stacked siloed constraints within the same disruption.
