# U.S. Fluid and Lubricant Market

> U.S. fluid and lubricant market: USD 25.8 billion in 2025, rising 1.80% a year to USD 30.8 billion by 2035 as synthetic oils lift price while tonnes slip.

Publisher: Douglas Insights  
Author: Douglas Insights Research Desk  
Report code: DI-CM-10784  
Published: 2026-10-25  
Last updated: 2026-10-25  
Next review: Apr 2027  
Page: https://www.douglasinsights.com/u-s-fluid-and-lubricant-market/

## Key figures

| Measure | Value | How it is built |
| --- | --- | --- |
| Market size · 2025 | $25.8 Bn | About 4.06 million tonnes x USD 6,350 a tonne; 74.7% of the North America row of the global model. |
| Forecast · 2035 | $30.8 Bn | Base case: -0.20% tonnes and 2.00% price per tonne a year. |
| Revenue CAGR · 2026–2035 | 1.80% | (0.9980 x 1.0200) minus 1. |
| Volume · 2035 | 3.98 million tonnes | About 4.06 million tonnes falling 0.20% a year for 10 years. |
| Leading segment | Passenger car motor oils, 30.0% | USD 7.73 billion in 2025; synthetic oil changed at quick-lube chains. |
| Fastest segment | Turbine and compressor oils, 3.40% | USD 1.68 billion to USD 2.34 billion as data-centre turbines and engines need oil fills. |
| Fastest state | Louisiana, 2.40% | USD 619 million to USD 784 million on liquefied natural gas terminals. |
| Market leader | ExxonMobil, about 15.0% | Douglas Insights estimate; top three with Shell and Chevron about 37.0%. |
| Event | Hybrids record 16% of U.S. light-duty sales, battery electric 6% | EIA Today in Energy, 27 July 2026. |

## Key takeaways

- The U.S. fluid and lubricant market is worth USD 25.8 billion in 2025 and USD 30.8 billion in 2035, a 1.80% revenue CAGR.
- About 4.06 million tonnes at USD 6,350 a tonne make up the 2025 base; tonnes fall 0.20% and price rises 2.00% a year.
- Passenger car motor oils lead at 30.0%; turbine and compressor oils grow fastest at 3.40% a year.
- Texas uses 16.9% of U.S. value; Louisiana grows fastest at 2.40% a year.
- About 94% of new U.S. light-duty vehicles still had an engine sump in the second quarter of 2026.

Hybrid cars took a record 16% of U.S. light-duty vehicle sales in the second quarter of 2026 while battery electric cars slipped to 6% from 7% a year earlier, after federal clean vehicle tax credits expired on 30 September 2025, the [Energy Information Administration (EIA) reported on 27 July 2026](https://www.eia.gov/Todayinenergy/detail.php?id=67885); about 94% of new American vehicles still carry an engine that needs oil. The U.S. fluid and lubricant market covers finished lubricants sold in the United States: passenger car motor oils, heavy-duty engine oils, hydraulic fluids, transmission and driveline fluids, greases, metalworking fluids, process and marine oils, and turbine and compressor oils, valued at blender selling prices. Douglas Insights sizes it at USD 25.8 billion in 2025, from about 4.06 million tonnes at an average USD 6,350 a tonne, and at USD 30.8 billion in 2035, a revenue CAGR (compound annual growth rate) of 1.80%. The United States is 74.7% of the North America row of our worldwide [Fluid and Lubricant Market](https://www.douglasinsights.com/fluid-and-lubricant-market/) report, the study sits in our [chemicals and materials coverage](https://www.douglasinsights.com/industry/chemicals-materials/), and every figure follows the Douglas Insights [research methodology](https://www.douglasinsights.com/research-methodology/).

## Which U.S. lubricants earn the most: motor oils, heavy-duty oils or industrial fluids?

Passenger car motor oils earn the most U.S. fluid and lubricant value, 30.0% of 2025, USD 7.73 billion, because almost every U.S. car has an engine. Turbine and compressor oils grow fastest, 3.40% a year.

| Product | Share 2025 | Value 2025 | CAGR 2026-2035 | Value 2035 |
| --- | --- | --- | --- | --- |
| Passenger car motor oils | 30.0% | USD 7.73 billion | 1.30% | USD 8.80 billion |
| Heavy-duty engine oils | 20.0% | USD 5.16 billion | 1.40% | USD 5.93 billion |
| Hydraulic fluids | 11.5% | USD 2.96 billion | 2.10% | USD 3.65 billion |
| Transmission and driveline fluids | 11.0% | USD 2.84 billion | 2.40% | USD 3.59 billion |
| Greases | 7.5% | USD 1.93 billion | 2.20% | USD 2.40 billion |
| Metalworking fluids | 7.0% | USD 1.80 billion | 2.00% | USD 2.20 billion |
| Process and marine oils | 6.5% | USD 1.68 billion | 1.60% | USD 1.96 billion |
| Turbine and compressor oils | 6.5% | USD 1.68 billion | 3.40% | USD 2.34 billion |

Passenger car motor oils lead at USD 7.73 billion, above their 27.4% share in our worldwide model, because U.S. drivers buy mostly full synthetic oil and change it at quick-lube chains that charge for service. They grow only 1.30% a year: litres fall as drain intervals lengthen, but price per litre rises. Heavy-duty engine oils, USD 5.16 billion, grow 1.40% because diesel trucks still haul most U.S. freight and the 2026 rollback of truck greenhouse gas rules keeps diesel engines in new fleets.

Turbine and compressor oils, USD 1.68 billion, grow fastest at 3.40% a year because gas turbines and reciprocating engines built to power data centres need large oil fills. Transmission and driveline fluids, USD 2.84 billion, grow 2.40% as hybrid transmissions and electric drive unit fluids carry higher prices; hydraulic fluids, USD 2.96 billion, 2.10% on construction and farm equipment; greases, USD 1.93 billion, 2.20%; metalworking fluids, USD 1.80 billion, 2.00% on reshored machining; process and marine oils, USD 1.68 billion, 1.60%, the slowest industrial line. Product values for 2035 sum to USD 30.9 billion, 0.24% above the headline. Metalworking concentrates are sized in more depth in our [Water Soluble Cutting Oil Market](https://www.douglasinsights.com/water-soluble-cutting-oil-market/) report.

## What drives U.S. lubricant value up 1.80% a year while tonnes slip?

U.S. fluid and lubricant value grows 1.80% a year because price per tonne rises 2.00%, from USD 6,350 to about USD 7,740 in 2035, on synthetic oils, new specifications and cost pass-through, while tonnes fall 0.20% a year.

Tonnes fall from about 4.06 million to 3.98 million, because longer drain intervals and electric cars outweigh industrial growth. Four drivers make up the 2.70-point gross price leg.

### Synthetic shift: 1.30 points

Synthetic oil adds 1.30 points. New U.S. cars specify low-viscosity grades that only synthetic or Group III base oils can meet, and quick-lube operators sell the upgrade: Valvoline's system-wide same-store sales rose 8.0% in the quarter to June 2026, helped by pricing actions, and it raised its fiscal 2026 growth guidance to 7.5% to 8%, its [results of 5 August 2026](https://www.sec.gov/Archives/edgar/data/0001674910/000167491026000062/q32026earningsrelease.htm) show.

### New engine oil specifications: 0.50 points

Specifications add 0.50 points. The American Petroleum Institute (API) began licensing ILSAC GF-7 oils on 31 March 2025, and more than 1,800 GF-7 and 2,500 API SQ products were licensed within months, including ultra-low-viscosity SAE 0W-8 and 0W-12 grades, [Autosphere reported](https://autosphere.ca/mechanical/2025/08/13/api-licenses-over-1800-ilsac-gf-7-engine-oils-as-new-standard-gains-traction/). Each new category raises additive treat rates and price.

### Cost pass-through and service channel: 0.90 points

Base oil and additive cost pass-through adds 0.60 points and the shift to installed service, where oil is sold inside a priced oil change, 0.30 points. Valvoline completes more than 30 million services a year across 2,456 stores. The four contributions, 1.30 + 0.50 + 0.60 + 0.30, give 2.70 points.

## What holds back U.S. lubricant demand: longer drains, electric cars or private label?

Restraints take 0.70 points off U.S. fluid and lubricant tonnes and 0.70 points off price: longer drain intervals remove 0.40 points of volume, electric vehicles 0.30, private-label oil 0.40 points of price and Group III base oil supply 0.30.

Longer drains are the largest brake on volume. Many new U.S. cars now use oil-life monitors and synthetic oil to stretch the interval between oil changes, so the same car uses fewer litres a year. Electric vehicles remove 0.30 points: battery electric cars were 6% of sales in the second quarter of 2026, lower than a year earlier, so Douglas Insights removes less than our worldwide model does. Industrial demand, steel mills, auto plants and construction, adds 0.50 points of gross volume, leaving the -0.20% net leg.

On price, private-label motor oils sold by retailers and warehouse clubs remove 0.40 points by capping shelf prices, and plentiful Group III base oil from the Middle East and Asia removes 0.30 points by narrowing the premium for synthetic blends. Quaker Houghton said its end markets were "similar to prior year levels" and expected "flat to slightly positive end markets" for the rest of 2026, even as its Americas volumes rose 4%, in its [results of 30 July 2026](https://investors.quakerhoughton.com/node/22971). Lubricants that resist these pressures are sized in our [Silicone-Based Lubricant Market](https://www.douglasinsights.com/silicon-based-lubricant-market/) report.

## Where in the United States are lubricants used, and why do Texas and Louisiana lead growth?

Texas uses the most U.S. fluid and lubricant value of any state, USD 4.36 billion or 16.9% of 2025, almost twice California's USD 2.37 billion. Louisiana grows fastest, 2.40% a year, with Texas at 2.30%.

| State or region | Value 2025 | Share 2025 | Value 2026 | CAGR 2026-2035 | Value 2035 |
| --- | --- | --- | --- | --- | --- |
| Texas | USD 4.36 billion | 16.9% | USD 4.46 billion | 2.30% | USD 5.47 billion |
| California | USD 2.37 billion | 9.2% | USD 2.40 billion | 1.20% | USD 2.67 billion |
| Florida | USD 1.16 billion | 4.5% | USD 1.18 billion | 2.10% | USD 1.43 billion |
| Ohio | USD 928 million | 3.6% | USD 941 million | 1.40% | USD 1.07 billion |
| Illinois | USD 877 million | 3.4% | USD 889 million | 1.40% | USD 1.01 billion |
| Louisiana | USD 619 million | 2.4% | USD 634 million | 2.40% | USD 784 million |
| Rest of South | USD 5.67 billion | 22.0% | USD 5.79 billion | 2.10% | USD 6.98 billion |
| Rest of Midwest | USD 3.87 billion | 15.0% | USD 3.93 billion | 1.50% | USD 4.49 billion |
| Northeast | USD 3.35 billion | 13.0% | USD 3.40 billion | 1.30% | USD 3.81 billion |
| Rest of West | USD 2.58 billion | 10.0% | USD 2.62 billion | 1.80% | USD 3.08 billion |

State shares follow the EIA's lubricant consumption estimates for 2024, which put U.S. use at 28.8 million barrels: Texas 4.88 million, California 2.65 million, Florida 1.30 million, Ohio 1.04 million, Illinois 971,000 and Louisiana 682,000, its [State Energy Data System table](https://www.eia.gov/state/seds/sep_fuel/html/pdf/fuel_use_lu.pdf) shows. Texas, USD 4.36 billion, uses 2.92 million barrels in industry alone, for refineries, petrochemical plants, drilling rigs and pipelines, and grows 2.30% as Gulf Coast plants and data centres expand. Louisiana, USD 619 million, grows fastest at 2.40% on liquefied natural gas terminals whose compressors run on turbine oils.

California, USD 2.37 billion, grows slowest at 1.20% because it has the highest electric car share and strict fleet rules. Florida, USD 1.16 billion, grows 2.10% on population and boating. Ohio, USD 928 million, and Illinois, USD 877 million, grow 1.40% on steady auto and machinery plants; the rest of the South, USD 5.67 billion, 2.10%; the rest of the Midwest, USD 3.87 billion, 1.50%; the Northeast, USD 3.35 billion, 1.30%; the rest of the West, USD 2.58 billion, 1.80%. State values for 2035 sum to USD 30.8 billion, 0.03% below the headline; in the data table the row labelled Global holds the U.S. total, USD 25.8 billion in 2025.

## Who supplies U.S. lubricants: ExxonMobil, Shell, Chevron or the new Castrol?

ExxonMobil holds the largest share of U.S. fluid and lubricant value, about 15.0% of 2025, USD 3.87 billion, Douglas Insights estimates. With Shell and Chevron the top three hold about 37.0%; hundreds of independent blenders share the rest.

| Company | What the U.S. position rests on | Estimated U.S. share 2025 | Estimated value 2025 |
| --- | --- | --- | --- |
| ExxonMobil | Mobil 1, Mobil Delvac and industrial Mobil brands | 15.0% | USD 3.87 billion |
| Shell | Pennzoil, Quaker State, Rotella; Jiffy Lube franchise network | 14.0% | USD 3.61 billion |
| Chevron | Havoline, Delo and industrial lubricants | 8.0% | USD 2.06 billion |
| Valvoline Global Products (Aramco) | Valvoline-branded oils sold in stores and Valvoline service centres | 7.5% | USD 1.93 billion |
| Castrol | Castrol Edge and GTX; majority sale to Stonepeak agreed | 6.5% | USD 1.68 billion |
| Phillips 66 | Kendall and Phillips 66 lubricants | 3.5% | USD 902 million |
| FUCHS | Industrial and automotive specialties | 2.5% | USD 645 million |
| Quaker Houghton | Metalworking and steel-mill fluids | 2.0% | USD 516 million |
| Other companies | Idemitsu, Amsoil, Petro-Canada (HF Sinclair), Lubrication Engineers, private label and regional blenders | 41.0% | USD 10.6 billion |

The shares are Douglas Insights estimates because no supplier reports U.S. lubricant revenue on its own. Shell said in 2026 it had led the global lubricants market for a 20th consecutive year, its [release](https://www.shell.com/business-customers/industrial-lubricants-and-specialty-fluids-for-business/news-and-media-releases/2026/shell-tops-global-lubricants-market-for-a-record-20th-consecutive-year.html) states, but in the United States ExxonMobil's Mobil 1 position in synthetic oil puts it slightly ahead. The biggest ownership change is Castrol: bp agreed on 24 December 2025 to sell 65% of it to Stonepeak at an enterprise value of USD 10.1 billion, with completion expected by the end of 2026, the [bp release](https://www.bp.com/press-and-publications/press-releases/bp-agrees-to-sell-a-65-per-cent-shareholding-in-castrol-to-stonepeak-at-an-enterprise-value-of-10-billion) states.

Service chains decide where much of the motor oil goes. Valvoline Inc., now a pure service company, added 47 stores in one quarter to reach 2,456, and Shell's Jiffy Lube network sells Pennzoil and Quaker State through its bays. Oils for cooling compressors, a specialist niche, are sized in our [Refrigeration Oil Market](https://www.douglasinsights.com/refrigeration-oil-market/) report.

## What does a tonne of lubricant cost in the U.S., and why is it 52% above the world average?

A tonne of finished lubricant sold in the United States averaged USD 6,350 in 2025, Douglas Insights estimates, from about USD 2,800 for bulk mineral industrial oil to more than USD 10,000 for full synthetic motor oil.

| Tier | Typical price per tonne, 2025 | Typical U.S. product |
| --- | --- | --- |
| Bulk mineral industrial oils | USD 2,800 to USD 3,800 | Process oils, general hydraulic oils |
| Mainstream engine oils | USD 4,500 to USD 6,000 | Conventional and synthetic-blend motor oil, CK-4 diesel oil |
| Full synthetic motor oils | USD 8,000 to USD 12,000 | GF-7 SAE 0W-20 and 0W-16 |
| Specialty fluids and greases | USD 7,000 to USD 15,000 | Turbine oils, synthetic greases, e-fluids |
| U.S. average | USD 6,350 | All products, Douglas Insights estimate |

The bands are Douglas Insights estimates at blender selling prices, before distributor and retail margins. The U.S. average sits about 52% above the USD 4,170 world average in our global model because the U.S. mix leans to synthetic motor oil and specialty fluids. At the service counter, prices are rising faster: Valvoline credited pricing actions for part of its 8.0% same-store sales growth. Average price reaches about USD 6,480 a tonne in 2026 and USD 7,740 in 2035.

## Which U.S. rules shape lubricant demand: the EPA rollback, GF-7 or the end of EV tax credits?

Three policies shape U.S. fluid and lubricant demand: the Environmental Protection Agency's (EPA) 12 February 2026 rescission of vehicle greenhouse gas standards, the ILSAC GF-7 and API SQ engine oil categories, and the end of electric car tax credits.

The EPA rescinded its 2009 endangerment finding and all greenhouse gas standards for light-, medium- and heavy-duty vehicles, including Phase 3 truck standards for model year 2027 and later, and said the action would save Americans over USD 1.3 trillion in vehicle costs, its [fact sheet](https://www.epa.gov/system/files/documents/2026-02/420f26001.pdf) states; fuel economy standards set by the National Highway Traffic Safety Administration stay in place. For lubricant makers this keeps more combustion engines in new U.S. fleets, and more engine oil demand, than the earlier rules implied.

Standards push the other way on volume and the same way on price. GF-7 and API SQ allow thinner oils that improve fuel economy and protect against low-speed pre-ignition, and car makers use them to justify longer drains. The federal New Clean Vehicle Credit and Qualified Commercial Clean Vehicle Credit ended on 30 September 2025, which slowed battery electric sales and lengthened the life of the engine oil market.

## What if electric cars rebound or industry booms: where does U.S. lubricant value land in 2035?

The U.S. fluid and lubricant market ends 2035 between USD 26.8 billion and USD 35.0 billion across our three cases, around a base of USD 30.8 billion. Electric car uptake and synthetic pricing set the spread.

| Case | Tonnes leg | Price leg | 2035 value |
| --- | --- | --- | --- |
| Slower | -1.00% | 1.40% | USD 26.8 billion |
| Base case | -0.20% | 2.00% | USD 30.8 billion |
| Faster | 0.50% | 2.60% | USD 35.0 billion |

In the slower case electric car sales recover to a quarter of new cars by the early 2030s and private-label oil wins share. In the faster case reshored factories, data-centre power plants and liquefied natural gas terminals lift industrial tonnes while synthetic oil keeps its premium. One extra point of yearly price growth adds USD 3.16 billion to 2035 U.S. fluid and lubricant value; one point less removes USD 2.89 billion.

Our 1.80% sits just below the 1.86% North America rate and the 2.60% worldwide rate in our global model, because U.S. tonnes are already falling while Asia Pacific still adds vehicles and factories.

## Douglas Exclusive: the U.S. Engine Oil Sump Ledger

The U.S. Engine Oil Sump Ledger is a Douglas Insights model, not an official register, built from 15 figures in 7 government and company documents dated 2024 to 2026, tracking how many new U.S. vehicles still need engine oil.

| Date | Figure | What it moves |
| --- | --- | --- |
| 2024 data | EIA: 28.8 million barrels of lubricants, 52% transportation, 48% industrial | Tonnage base |
| 31 March 2025 | First ILSAC GF-7 licence; 1,800 GF-7 and 2,500 API SQ products | Price per litre |
| 30 September 2025 | Federal clean vehicle credits expire | Electric car share |
| 24 December 2025 | bp agrees to sell 65% of Castrol at USD 10.1 billion enterprise value | Supplier ownership |
| 12 February 2026 | EPA rescinds vehicle greenhouse gas standards | Combustion engines in new fleets |
| 27 July 2026 | EIA: hybrids 16%, battery electric 6%, plug-in hybrids 1.4% of sales | Sump share of sales |
| 30 July 2026 | Quaker Houghton Americas volumes +4% | Industrial fluids |
| 5 August 2026 | Valvoline same-store sales +8.0%, 2,456 stores | Service channel pricing |

The finding, a Douglas Insights estimate: about 94% of U.S. light-duty vehicles sold in the second quarter of 2026 had an engine sump, counting hybrids and plug-in hybrids, against about 93% a year earlier. If battery electric cars reach about 15% of sales by 2035, the share of the U.S. car parc that needs oil changes still stays near 90% in 2035, because cars stay on American roads for well over a decade. Passenger car motor oil tonnes therefore fall by drain interval, not by electrification, and the supplier that wins is the one that sells the most synthetic oil per change.

## How does the methodology turn 4.06 million tonnes into USD 25.8 billion of U.S. lubricants?

Our methodology multiplies about 4.06 million tonnes of finished lubricant sold in the United States in 2025 by an average USD 6,350 a tonne to reach USD 25.8 billion. Tonnes start from EIA barrel estimates.

The model covers 10 states or regions, 8 products, 2 end uses and 2 base oil types, and uses 104 data points, 24 sourced and 80 modelled. The EIA's 28.8 million barrels for 2024, at 0.88 tonnes per cubic metre, equal about 4.03 million tonnes; we add 0.7% for 2025. Arithmetic: 4.06 million x USD 6,350 = USD 25.8 billion; 25.8 x (0.9980 x 1.0200)^10 = USD 30.8 billion. Tonnes reach about 4.05 million in 2026 and 3.98 million in 2035; price reaches USD 6,477 in 2026.

Two cross-checks agree. First, USD 25.8 billion is 74.7% of the USD 34.5 billion North America row of our worldwide fluid and lubricant model. Second, the EIA split of 52% transportation and 48% industrial matches our automotive share of 61% of value once higher prices for motor oils are applied. AI tools help draft the text and automated checks test the arithmetic and links; the Douglas Insights research desk chooses the sources, builds the model and approves publication, as our [editorial standards](https://www.douglasinsights.com/research-methodology/) explain.

## What counts in the U.S. fluid and lubricant market, and what is excluded?

The U.S. fluid and lubricant market counts finished lubricants and greases used in the United States, valued at blender selling prices. Base oil sold alone, separate additives, fuels, coolants and brake fluids are excluded.

The by-product split covers the eight products above; the by-end-use split covers automotive and industrial; the by-base-oil split covers mineral and synthetic or specialty; the by-state split covers Texas, California, Florida, Ohio, Illinois, Louisiana, the rest of the South, the rest of the Midwest, the Northeast and the rest of the West. Value is counted where the lubricant is used.

## Market by segment

| Segment | Share | Value |
| --- | --- | --- |
| Passenger car motor oils | 30% | $7.73 Bn |
| Heavy-duty engine oils | 20% | $5.16 Bn |
| Hydraulic fluids | 11.5% | $2.96 Bn |
| Transmission and driveline fluids | 11% | $2.84 Bn |
| Greases | 7.5% | $1.93 Bn |
| Metalworking fluids | 7% | $1.80 Bn |
| Process and marine oils | 6.5% | $1.68 Bn |
| Turbine and compressor oils | 6.5% | $1.68 Bn |

## Market by region (USD million)

| Region | 2025 | 2026 | 2035 | CAGR 2026-2035 |
| --- | --- | --- | --- | --- |
| Global | 25,781 | 26,244 | 30,804 | 1.8% |
| Texas | 4,357 | 4,457.2 | 5,469.4 | 2.3% |
| California | 2,371.9 | 2,400.3 | 2,672.3 | 1.2% |
| Florida | 1,160.1 | 1,184.5 | 1,428.1 | 2.1% |
| Ohio | 928.1 | 941.1 | 1,066.6 | 1.4% |
| Illinois | 876.6 | 888.8 | 1,007.3 | 1.4% |
| Louisiana | 618.7 | 633.6 | 784.4 | 2.4% |
| Rest of South | 5,671.8 | 5,790.9 | 6,982 | 2.1% |
| Rest of Midwest | 3,867.2 | 3,925.2 | 4,488 | 1.5% |
| Northeast | 3,351.5 | 3,395.1 | 3,813.6 | 1.3% |
| Rest of West | 2,578.1 | 2,624.5 | 3,081.6 | 1.8% |

## Dataset

| Series | Value | Unit |
| --- | --- | --- |
| Market size 2025 | 25,781 | USD million |
| Market size 2035 | 30,804 | USD million |
| Revenue CAGR 2026-2035 | 1.8 | percent |
| Volume CAGR 2026-2035 | -0.2 | percent |
| Price per tonne CAGR 2026-2035 | 2 | percent |

## Frequently asked questions

### How big is the U.S. fluid and lubricant market?

USD 25.8 billion in 2025, from about 4.06 million tonnes at an average USD 6,350 a tonne, rising to USD 30.8 billion by 2035 at a 1.80% revenue CAGR.

### Which lubricant earns the most in the United States?

30.0% of 2025 value, USD 7.73 billion, goes to passenger car motor oils, because U.S. drivers buy mostly full synthetic oil and change it at quick-lube chains.

### Which segment grows fastest, and why?

3.40% a year for turbine and compressor oils, from USD 1.68 billion to USD 2.34 billion by 2035, because gas turbines and engines powering data centres need large oil fills.

### Which U.S. state uses the most lubricant?

16.9% of U.S. value, USD 4.36 billion in 2025, is used in Texas, which consumed 4.88 million barrels in 2024 according to the EIA; Louisiana grows fastest at 2.40% a year.

### Who supplies the most lubricant in the United States?

About 15.0% of 2025 value goes to ExxonMobil on Douglas Insights estimates; with Shell and Chevron the top three hold about 37.0%.

### What does a tonne of lubricant cost in the U.S.?

USD 6,350 on average in 2025, 52% above the USD 4,170 world average, ranging from about USD 2,800 for bulk mineral oil to more than USD 10,000 for full synthetic motor oil.

### Do electric cars shrink U.S. engine oil demand?

6% of U.S. light-duty sales were battery electric in the second quarter of 2026, down from 7%, while hybrids reached a record 16%, so about 94% of new vehicles still need engine oil.

### How wide is the 2035 range?

USD 26.8 billion in the slower case and USD 35.0 billion in the faster case, against a USD 30.8 billion base.

## Sources

- [US Energy Information Administration, Lubricants consumption estimates, 2024, State Energy Data System](https://www.eia.gov/state/seds/sep_fuel/html/pdf/fuel_use_lu.pdf)
- [US Energy Information Administration, Hybrid vehicles gain market share as EV sales decline after tax credit expiration](https://www.eia.gov/Todayinenergy/detail.php?id=67885)
- [US Environmental Protection Agency, Repeal of greenhouse gas emission standards and endangerment finding, fact sheet](https://www.epa.gov/system/files/documents/2026-02/420f26001.pdf)
- [Valvoline, filed with the SEC, Valvoline Inc. reports third quarter results (Form 8-K)](https://www.sec.gov/Archives/edgar/data/0001674910/000167491026000062/q32026earningsrelease.htm)
- [Quaker Houghton, Quaker Houghton announces second quarter 2026 results](https://investors.quakerhoughton.com/node/22971)
- [bp, bp agrees to sell a 65% shareholding in Castrol to Stonepeak](https://www.bp.com/press-and-publications/press-releases/bp-agrees-to-sell-a-65-per-cent-shareholding-in-castrol-to-stonepeak-at-an-enterprise-value-of-10-billion)
- [Shell, Shell tops global lubricants market for a record 20th consecutive year](https://www.shell.com/business-customers/industrial-lubricants-and-specialty-fluids-for-business/news-and-media-releases/2026/shell-tops-global-lubricants-market-for-a-record-20th-consecutive-year.html)
- [Autosphere, API licenses over 1,800 ILSAC GF-7 engine oils](https://autosphere.ca/mechanical/2025/08/13/api-licenses-over-1800-ilsac-gf-7-engine-oils-as-new-standard-gains-traction/)

## How to cite

Douglas Insights, "U.S. Fluid and Lubricant Market", DI-CM-10784, updated 2026-10-25, https://www.douglasinsights.com/u-s-fluid-and-lubricant-market/