Key Takeaways The Shaheen Project and operational efficiency upgrades position S-Oil for industry-leading margins and a much earlier earnings surge than analysts expect. S-Oil's strong regional integration, supply advantages, and energy self-sufficiency place it to outperform peers as global refining capacity contracts and Asian demand rises.Read more
Key Takeaways Rising global energy transition and tougher climate regulations will erode demand, inflate costs, and restrict profitability for S-Oil's fossil-fuel-centric operations. Continued reliance on traditional refining and limited diversification expose S-Oil to supply chain risks, stiffer competition, and diminishing investor interest for future growth.Read more
Key Takeaways Tightening global supply and S-Oil's strategic position support sustained export growth, higher margins, and increased resilience amid post-pandemic supply chain shifts. Capacity expansion, operational upgrades, and industry-wide underinvestment position S-Oil for improved efficiency, profitability, and longer-term earnings growth.Read more
S-Oil Corporation, together with its subsidiaries, manufactures and sells oil refining, lube, and petrochemical products in South Korea. The company offers butane, propane, naphtha, benzene, toluene, xylene, para-xylene, jet fuel, diesel, kerosene, gasoline, propylene, asphalt, polypropylene, and propylene oxide. It also provides lube base oil and petro-chemical products; refined crude oil products; and petroleum products. The company also exports its products to Southeast Asia, China, Japan, the United States, Australia, Europe, and internationally. The company was formerly known as Ssangyong Oil Refining Co. Ltd. and changed its name to S-Oil Corporation in April 2000. The company was incorporated in 1976 and is headquartered in Seoul, South Korea. S-Oil Corporation is a subsidiary of Aramco Overseas Company B.V.