I really hate dipping my head into the PCEO section here. However…
As others noted, GTL can be exchanged with other group III’s without much of a problem.
Other things to consider:
There’s going to be different formulations at different times around the U.S. for products like Quaker State. It’s considered shell’s fighting brand (outside Shell’s “Formula Shell”)
So the blend can and will change region to region. It can also change pretty much without announcement. (And will!)
How much base oils change depends alot on the time. Right now there’s a huge glut of base oils in the U.S. So it’s very realistic that Shell is shoving their GTL oils into everything.
If the GTL dries up for whatever reason, it would make perfect sense that QS gets aramcoULTRA shoved into it. Again, fighting brand. This is what happens.
These deals happen all the time. It’s the reality of the oil industry. It might not be economical at the time for Shell to get GTL over to Gordon terminal. So they’ll use something more economical to that region. Or maybe it is economical and suddenly they’ll be shoving it into everything. Including Rotella. (Rotella gas truck oil anyone?!)
The more you know about oil and the industry. The more you eye roll at things. Just my .02. Yeah, I’m the typical bad news bear. But hey, just the truth.