Impact of tariffs on the domestic lubricant industry
author: Ann
2025-04-11
The Trump administration has upgraded its tariff policy on trading partners such as Canada, Mexico, and China, covering core areas such as energy, automobiles, and consumer goods. As an important part of the global industrial chain, the lubricant industry is facing a dual game of supply chain reconstruction and market breakthrough due to its deep binding with automobiles, energy, and industrial manufacturing.
The reconstruction of the industrial manufacturing chain has brought new challenges and opportunities to the lubricant industry. The return of manufacturing to the United States has accelerated, and some foreign companies in China have moved their production lines to Mexico or Southeast Asia, resulting in the transfer of industrial lubricant orders. However, the growth of domestic demand in domestic engineering machinery, wind power and other fields (expected to grow by 12% in 2025) has provided a new growth point for the industry. By deepening the domestic market and exploring countries along the "Belt and Road", companies have gradually eased the pressure brought by order transfers.
The tariff war is not the end, but the starting point for China's lubricant to leap from "manufacturing" to "smart manufacturing". In the future, industry competition will focus more on the three core capabilities of technological innovation, greening, and global layout. In this game of supply chain reconstruction and market breakthrough, the domestic lubricant industry is responding to challenges with resilience, driving development with innovation, and writing a new chapter of evolution from crisis.
The reconstruction of the industrial manufacturing chain has brought new challenges and opportunities to the lubricant industry. The return of manufacturing to the United States has accelerated, and some foreign companies in China have moved their production lines to Mexico or Southeast Asia, resulting in the transfer of industrial lubricant orders. However, the growth of domestic demand in domestic engineering machinery, wind power and other fields (expected to grow by 12% in 2025) has provided a new growth point for the industry. By deepening the domestic market and exploring countries along the "Belt and Road", companies have gradually eased the pressure brought by order transfers.
The tariff war is not the end, but the starting point for China's lubricant to leap from "manufacturing" to "smart manufacturing". In the future, industry competition will focus more on the three core capabilities of technological innovation, greening, and global layout. In this game of supply chain reconstruction and market breakthrough, the domestic lubricant industry is responding to challenges with resilience, driving development with innovation, and writing a new chapter of evolution from crisis.
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