Strategic responses by suppliers The shift toward EV fluids and a changing base oil landscape demands a strategic response from suppliers. First, portfolio diversification is critical, including expanding beyond traditional Group I/ II into Group III, PAO, and specialty synthetics to meet stringent EV performance needs. Second, forming OEM partnerships will be transformative, as co-development and approvals increasingly dictate market access. Third, sustainability integration, through re-refining, carbon-neutral products, and circular economy practices, will strengthen competitive positioning. Lastly, digitisation in the supply chain and customer engagement can unlock efficiency and agility.
Leading suppliers are already taking action. ExxonMobil is investing in Group III in the United States, while Shell is doing the same in Germany and Chevron is setting up Group III+ capacity. Almost all major lubricant marketers have invested in advanced synthetics for e-fluids. These initiatives convey a clear message: adaptation is the key to success in the next era of lubricants.
CERTIFICATE OF Lubricant Competence 2026
Modules include: 01. Introductory Module 02. Refining & Exploration 03. Base Oil Types & Characteristics 04. Basic Tribology 05. Lubricant Additives 06. Metalworking 07. Industrial 08. Automotive 09. Greases 10. Health, Safety, Environment & Sustainability
11. Certification Session
A comprehensive lubricant training programme devised, developed and delivered by leading industry experts.
Who will be the winners?
The transition to EVs marks a fundamental shift from volume to value, where performance-driven, specialised fluids replace traditional high-volume lubricants. For base oil suppliers, success will lie in investing in sustainability, embracing synthetic products and solutions, and strengthening OEM collaborations to secure approvals and co-develop next-generation formulations. However, regional divergence will add complexity; for example, rapid EV adoption in China and Europe contrasts with slower transitions in North America and emerging markets, demanding agile strategies.
Beyond product innovation, digitisation and supply chain resilience will become critical enablers. In short, the winners will be those who pivot early, diversify their portfolios, and align with the twin imperatives of the industry: electrification and sustainability.
klinegroup.com
For more details visit
www.ukla.org.uk/training
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