Core Industry Highlights of Lubricant Additives (July 2026)
Lubricant add core industry developments this month revolve around supply chain crisis mitigation, breakthroughs in cutting-edge technical patents,and geopolitical impacts.
Quick Over view of Key Developments
Urgent Supply Chain Restructuring
Incident: Amid the persistent structural shortage of three categories of base
oils, the American Petroleum Institute (API) announced a 90-day extension
of the Emergency Permit License (EPL) Program until September
2026.
Impact: The policy enables licensed enterprises to temporarily adjust
formulations under compliance requirements, easing raw material supply
disruptions and sustaining stable market production.
Cutting-Edge Technical Patents
Enterprise: Evonik Operations GmbH
Breakthrough: New patent filing titled PI Ultrafine Powder as Lubricant
Additive
Development Direction: The technology leverages nanoparticle
engineering to drastically boost lubrication performance, marking the
industry’s shift toward high-performance nano-additives.
Innovative Technology Commercialization
Enterprise: Rongrun Technology
Venue: 2026 Shanghai Lubricants Exhibition
Highlight: Its proprietary Nano-Bearing Lubricant technology was
showcased as a flagship product. The technology reportedly converts sliding
friction into rolling friction, lowering the friction coefficient to 0.035.
Featured Enterprise:Ruifeng New Materials (Geopolitical Response&Market Expansion)
As a leading domestic manufacturer of lube additives, Ruifeng NewMaterials has drawn widespread market attention recently:
Official Statement Regarding EU Sanctions List:
Ruifeng New Materials issued a clarifying statement over its inclusion on
the EU sanctions list, stressing that all its products are exclusively for
civilian use and that the company has never supplied lubricant
additives for military machinery to Russia. The firm has proactively
terminated all business operations with Russia.
Operational Status &Long-Term Outlook
Revenue Mix: 2025 financial data indicates lubricant additives account for
nearly 97% of Ruifeng New Materials’ total revenue, underscoring its solid
core business advantages.
Strategic Adjustment: The company is actively accelerating global market
expansion to diversify risks stemming from geopolitical volatility.
Industry Commentary: While short-term headwinds arise from
international geopolitical tensions, the long-term growth narrative driven by
overseas market expansion remains intact.