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The Unseen Impact of the BP-Shell Merger on the Lubricants Industry In this episode, we delve into the potential merger between BP and Shell, a move that could be as transformative as the Exxon-Mobil merger 25 years ago. While mainstream media focuses on the larger implications, we explore what this could mean for the lubricants industry—a small but significant part of both companies' portfolios. From brand conflicts to potential divestments, especially concerning BP's Castrol, we analyze the changes that could ensue for brands, users, and distributors. We examine Shell's diverse lubricant portfolio, BP's reliance on Castrol, and the historical context of previous industry mergers to speculate on the future landscape of the lubricant market. 00:00 Introduction to the BP and Shell Merger 00:14 The Overlooked Lubricants Industry 00:42 Shell's Business Breakdown 01:36 Market Competition and Merger Motivations 02:22 Impact on Lubricants Brands 03:23 Historical Context and Brand Conflicts 05:17 Potential Divestments and Future Speculations 07:17 Conclusion and Final Thoughts