Please Wait.....
Report
United States Lubricants - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
Market Report I 2026-02-09 I 80 Pages I Mordor Intelligence
United States Lubricants Market Analysis
The United States Lubricants Market is expected to grow from USD 3.19 billion liters in 2025 to USD 3.18 billion liters in 2026 and is forecast to reach USD 3.11 billion liters by 2031 at -0.40% CAGR over 2026-2031. This contraction signals a shift from the historical expansion path, driven primarily by electrification, premium product migration, and tightening environmental regulations. Escalating electric-vehicle penetration removes large volumes of engine oil demand; however, the pivot toward Group II/III and synthetic formulations lifts average selling prices and cushions the revenue impact. Longer drain intervals enabled by predictive-maintenance technology reduce lubricant consumption but intensify the need for high-performance products. At the same time, circular-economy programs centered on re-refined base oils gain regulatory support, especially in California and Texas, enhancing supply resilience. Consolidation pressures, raw material volatility, and PFAS compliance costs prompt smaller blenders to exit or merge, while integrated majors leverage vertical integration and export channels through the Gulf Coast.
United States Lubricants Market Trends and Insights
Rising Vehicle-Parc Age and Miles Driven
The average vehicle age reached 12.5 years in 2024, and the fastest-growing cohort is now cars older than 16 years. Older engines require more viscous oils and shorter service intervals, which can increase per-unit lubricant demand even as electrification expands. Rural and suburban regions with lower EV uptake preserve conventional motor oil consumption, generating geographic demand pockets that partially offset urban declines. Mixed-age commercial fleets report higher lubricant use per mile once vehicles surpass the 10-year mark. Blenders supplying high-mileage formulations, therefore, secure resilient volume streams despite nationwide contraction.
Manufacturing and Construction Rebound
Federal infrastructure spending and near-shoring accelerate the sale of construction equipment, thereby bolstering demand for hydraulic fluids, gear oils, and metalworking fluids. Reshored automotive-parts machining lifts metalworking-fluid throughput in Midwest corridors, while power-sector modernization boosts turbine- and transformer-oil requirements. Although new machines employ more efficient lubrication systems, overall industrial activity growth still produces incremental volumes, sustaining the US lubricants market in heavy-equipment hubs.
Accelerating EV Penetration Curbing ICE-Oil Volumes
EV sales climbed, each removing roughly 15-20 liters of annual engine oil demand. California's EV share of new sales leads the nation, creating steep regional volume erosion that propagates through federal incentives. EV-specific fluids for drivetrains and thermal management account for less than 10% of ICE lubricant demand, resulting in a significant net decline. Legacy blending plants face asset utilization challenges, particularly those without specialty product diversification.
Other drivers and restraints analyzed in the detailed report include:
Shift Toward Group II/III and Synthetic FormulationsExpansion of Re-refined Base-Oil Circular ProgramsBase-Oil Price Volatility Squeezing Blender Margins
For complete list of drivers and restraints, kindly check the Table Of Contents.
Segment Analysis
Automotive engine oil retained 40.05% of the US lubricants market share in 2025, yet its volume trajectory is negative due to EV substitution. Industrial engine oil, with a 0.07% CAGR, benefits from onshoring and backup generator deployments. Transmission fluids and gear oils benefit from equipment life extensions, while hydraulic fluids remain tied to the cycles of construction equipment. Metalworking fluid growth in Midwest machining shops counters declines from ICE engine-component production. Specialty greases experience cost pressure from lithium soap scarcity, accelerating a shift to calcium-sulfonate and polyurea chemistries. Process oils for rubber and plastics stay stable, whereas turbine and transformer oils expand with grid modernization. Suppliers with multi-product breadth, therefore, outpace single-category competitors in the evolving US lubricants market.
A premiumization narrative underlies the shift in mix. OEM approvals for low-viscosity, high-VI grades increasingly require Group III or PAO bases, prompting formulators to expand their domestic Group III production on the Gulf Coast. Innovation pipelines target EV thermal-management fluids and immersion-cooling lubricants for data centers, further diversifying revenue streams as traditional engine-oil volumes shrink.
The United States Lubricants Market Report is Segmented by Product Type (Automotive Engine Oil, Industrial Engine Oil, Transmission Fluids, Gear Oil, Brake Fluids, Hydraulic Fluids, and More), End-User Industry (Automotive, Marine, Aerospace, Heavy Equipment, and Industrial), and Base Stock Type (Mineral Oil-Based, Synthetic, Semi-Synthetic, and Bio-Based Lubricants). The Market Forecasts are Provided in Terms of Volume (Litres).
List of Companies Covered in this Report:
AMSOIL INC. BP p.l.c Calumet Inc. Chevron Corporation CITGO Petroleum Lubricants Exxon Mobil Corporation FUCHS Gulf Oil International HF Sinclair Corporation Idemitsu Lubricants America Lucas Oil Products Inc. Motul USA Penzoil Phillips 66 Company Quaker Chemical Corporation Renewable Lubricants Inc. Saudi Arabian Co. Ltd Shell plc TotalEnergies
Additional Benefits:
The market estimate (ME) sheet in Excel format
3 months of analyst support
1 Introduction
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
2 Research Methodology
3 Executive Summary
4 Market Landscape
4.1 Market Overview
4.2 Market Drivers
4.2.1 Rising vehicle-parc age and miles driven
4.2.2 Manufacturing and construction rebound
4.2.3 Shift toward Group II/III and synthetic formulations
4.2.4 Expansion of re-refined base-oil circular programs
4.2.5 AI-enabled predictive-maintenance demand for premium lubricants
4.3 Market Restraints
4.3.1 Accelerating EV penetration curbing ICE-oil volumes
4.3.2 Base-oil price volatility squeezing blender margins
4.3.3 Lithium-soap thickener scarcity inflating grease costs
4.4 Value Chain Analysis
4.5 Regulatory Framework
4.6 End-User Trends
4.6.1 Automotive Industry
4.6.2 Manufacturing Industry
4.6.3 Power Generation Industry
4.7 Porter's Five Forces
4.7.1 Bargaining Power of Suppliers
4.7.2 Bargaining Power of Buyers
4.7.3 Threat of New Entrants
4.7.4 Threat of Substitutes
4.7.5 Degree of Competition
5 Market Size and Growth Forecasts (Volume)
5.1 By Product Type
5.1.1 Automotive Engine Oil
5.1.2 Industrial Engine Oil
5.1.3 Transmission Fluids
5.1.4 Gear Oil
5.1.5 Brake Fluids
5.1.6 Hydraulic Fluids
5.1.7 Greases
5.1.8 Process Oil (Including Rubber Process Oil and White Oil)
5.1.9 Metalworking Fluids
5.1.10 Turbine Oil
5.1.11 Transformer Oil
5.1.12 Other Product Types
5.2 By End-user Industry
5.2.1 Automotive
5.2.1.1 Passenger Vehicles
5.2.1.2 Commercial Vehicles
5.2.1.3 Two-Wheelers
5.2.2 Marine
5.2.3 Aerospace
5.2.4 Heavy Equipment
5.2.4.1 Construction
5.2.4.2 Mining
5.2.4.3 Agriculture
5.2.5 Industrial
5.2.5.1 Power Generation
5.2.5.2 Metallurgy and Metalworking
5.2.5.3 Textiles
5.2.5.4 Oil and Gas
5.2.5.5 Other End-Use Industries
5.3 By Base Stock Type
5.3.1 Mineral Oil-Based Lubricants
5.3.2 Synthetic Lubricants
5.3.3 Semi-Synthetic Lubricants
5.3.4 Bio-Based Lubricants
6 Competitive Landscape
6.1 Market Concentration
6.2 Strategic Moves
6.3 Market Share (%)/Ranking Analysis
6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
6.4.1 AMSOIL INC.
6.4.2 BP p.l.c
6.4.3 Calumet Inc.
6.4.4 Chevron Corporation
6.4.5 CITGO Petroleum Lubricants
6.4.6 Exxon Mobil Corporation
6.4.7 FUCHS
6.4.8 Gulf Oil International
6.4.9 HF Sinclair Corporation
6.4.10 Idemitsu Lubricants America
6.4.11 Lucas Oil Products Inc.
6.4.12 Motul USA
6.4.13 Penzoil
6.4.14 Phillips 66 Company
6.4.15 Quaker Chemical Corporation
6.4.16 Renewable Lubricants Inc.
6.4.17 Saudi Arabian Co. Ltd
6.4.18 Shell plc
6.4.19 TotalEnergies
7 Market Opportunities and Future Outlook
7.1 White-space and Unmet-Need Assessment
8 Key Strategic Questions for CEOs
- Not Sure / Need Reassuring
- Confirm Content
-
Content is provided by our partners and every effort is made to make Market Report details as clear as possible. If you are not sure the exact content you require is included in this study you can Contact us to double check. To do this you can:
Use the ‘? ASK A QUESTION’ below the license / prices and to the right of this box. This will come directly to our team who will work on dealing with your request as soon as possible.
Write to directly on support@scotts-international.com with details. Please include as much information as possible including the name of report or link so our staff will be able to work on you request.
Telephone us directly on 0048 603 394 346 and an experienced member of team will be on hand to answer.
-
- Sample Pages
-
With the vast majority of our partners we can obtain Sample Pages to support your decision. This is something we can arrange without revealing your personal details.
It is important to note that we will not be able to provide you the exact data or statistics such as Market Size and Forecasts. Sample pages usually confirm the layout or the Categories included in Charts and Graphs, excluding specific data.
To ask for Sample Pages by contact us through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346.
-
- Check for Alternatives
-
Whilst we try to make our online platform as easy to use as possible there is always the possibility that a better alternative has not been found in your search.
To avoid this possibility Contact us through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346 and a Senior Team Member can review your requirements and send a list of possibilities with opinions and recommendations.
-
- Confirm Content
- Prices / Formats / Delivery
- Prices
-
All prices are set by our partners and should be exactly the same as those listed on their own websites. We work on a Revenue share basis ensuring that you never pay more than what is offered elsewhere.
Should you find the price cheaper on another platform we recommend you to Contact us as we should be able to match this price. You can Contact us though through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346.
-
- Discounts
-
As we work in close partnership with our Partners from time to time we can secure discounts and assist with negotiations, this is part of our personalised service to you.
Discounts can sometimes be arranged for speedily placed orders; multiple report purchases or Higher License purchases.
To check if a Discount is possible please Contact our experienced team through ‘? ASK A QUESTION’, support@scotts-international.com, or by telephoning 0048 603 394 346.
-
- Available Currencies
-
Most Market Reports on our platform are listed in USD or EURO based on the wishes of our Partners. To avoid currency fluctuations and potential price differentiations we do not offer the possibility to change the currency online.
Should you wish to pay in a different currency to that advertised online we do accept payments in USD, EURO, GBP and PLN. The price will be calculated based on the relevant exchange rate taken from our National Bank.
To pay in a different above currency to that advertised online please Contact our team and a quotation will be sent within a couple of hours with payment details.
-
- Licenses
-
License options vary from Partner to Partner as is usually based on the number of Users that will benefitting from the report. It is very important that License ordered is not breached as this could have potential negative consequences for you individually or your employer.
If you have questions or need confirmation about the specific license we recommend you to Contact us and a detailed explanation will be provided.
-
- Global Site License
-
The Global Site License is the most comprehensive license available. By selecting this license, the Market Report can be shared with other ‘Allowed Users’ and any other member of staff from the same organisation regardless of geographic location.
It is important to note that this may exclude Parent Companies or Subsidiaries.
If you have questions or need confirmation about the specific license we recommend you to Contact us and a detailed explanation will be provided.
-
- Formats
-
The most common format is PDF, however in certain circumstances data may be present in Excel format or Online, especially in the case of Database or Directories. In addition, for certain higher license options a CD may also be provided.
If you have questions or need clarification about the specific formats we recommend you to Contact us and a detailed explanation will be provided.
-
- Delivery
-
Delivery is fulfilled by our partners directly. Once an order has been placed we inform the partner by sharing the delivery email details given in the order process.
Delivery is usually made within 24 hours of an order being placed, however it may take longer should your order be placed prior to the weekend or if otherwise specified on the Market Report details page. Additionally, if details have been not fully completed in the Order process a delay in delivery is possible.
If a delay in delivery is expected you will be informed about it immediately.
-
- Shipping Charges
-
As most Market Reports are delivered in PDF format we almost never have to add additional Shipping Charges. If, however you are ordering a Higher License service or a specific delivery format (e.g. CD version) charges may apply.
If you are concerned about additional Shipping Charges we recommend you to Contact us to double check.
-
- Prices
- Ordering
- By Credit Card
-
We work in Partnership with PayU to ensure payments are made securely in a fast and effortless way. PayU is the e-payments division of Naspers.
Naspers operates in over 133 International Markets and ranks 3rd Globally in terms of the number of e-commerce customers served.
For more information on PayU please visit: https://www.payu.pl/en/about-us
-
- By Money Transfer
-
If you require an invoice prior to payment, this is possible. To ensure a speedy delivery of the Market Report we require all relevant company details and you agree to maximum payment terms of 30 days from receipt of order.
With our regular clients deliver of the Market Report can be made prior to receiving payment, however in some circumstances we may ask for payment to be received before arranging for the Market Report to be delivered.
-
- By Credit Card
- Security
- Website security
-
We have specifically partnered with leading International companies to protect your privacy by using different technologies and processes to ensure security.
Everything submitted to Scotts International is encrypted via SSL (Secure Socket Layer) and all personal information provided to Scotts International is stored on computer systems with limited access in controlled environments.
-
- Credit Card Security
-
We partner with PayU (https://www.payu.pl/en/about-us) to ensure all credit card payments are made securely in a fast and effortless way.
PayU offers 250+ various payment channels and eWallet services across 4 continents allowing buyers to pay electronically, whether on a computer or a mobile device.
-
- Website security