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Severe DEF and Diesel Shortages are coming

BighornHDRam

BighornHDRam

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Short part of hearing with the Surface Transportation Board and CEO of Pilot Flying J Shameek Konar explaining Union Pacific is going to cut Pilot Flying J train shipments by 26% and shortly down the road to 50% of DEF, Diesel and Ethanol or face embargo. Warren Buffet bought BNSF railroad instead of Union Pacific and owns 77.4% of it and also owns Pilot Flying J. I believe this is a way to stick it to Warren and us the consumer in the end run.

The major shareholders in Union Pacific are Vanguard and Blackrock. Blackrock lately has been investing heavily in electric cars and buses.
www.wsj.com

WSJ News Exclusive | BlackRock Bets on Electric-Vehicle Startup Arrival With $118 Million Investment

The New York-based asset manager is joining Arrival’s existing backers—auto manufacturers Hyundai and Kia, as well as U.S. delivery giant UPS.
www.wsj.com www.wsj.com

Long part of hearing.
 
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It baffles me that they have this 2 day hearing with the Surface Transportation Board and what the railroads are doing cutting car service 26%-50% to vendors and no one in the media are covering this with what's going on with fuel prices and inflation. I believe this is the cause of the high fuel prices is the rail company's cutting cars to vendors since we can only move limited amount of Fuel, Ethanol or DEF keeping supply's limited to keep prices high and we can't ship them by pipelines.

I posted in the NO POLITICS --- Gas /fuel price in your area? Today On the way to the YMCA at 8:45am Diesel was $5.29 at the Shell station I pass, on my way home 11:15am same Shell $5.59 Northern Wisconsin. It's only going to get worse as the summer months get going and I put getting a 5th wheel on hold because of it. I feel sorry for the people in the RV business as I think they are in for a hard time due to the high fuel prices.

 
Representative from Oregon Chair Peter DeFazio torches the Railroad CEO's over profit, stock buybacks. stock prices, dividends, and Precision Scheduled Railroading (PSR) all have prevailed over rail worker safety, while cutting their work force 20%, and freight delivery services delays in this video. As a former Oregon resident, I disagreed with Defazio on a lot of things, but he pretty much hit the nail on the head when it comes to railroads.

 
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On the flip side, only time I've had an issue getting def is at the pump. I've made it a point looking at stocks at various stores and it's widely available in bulk. Autozone for instance had probably a 100 boxes on the sales floor. Lowes and Home Depot appear to have multiple pallets available on display and I even noticed a couple on the shelf at Kroger. I'm not saying we won't be in a pinch at some point, but there have been stories of "shortages" going around since December and I haven't seen any signs of it actually manifesting. Union Pacific might be restricting it causing issues in specific regions, but I expect that the logistics industry as a whole is going to make adjustments to gain market share and fill in that gap.
 
BubbaWilkins said:
On the flip side, only time I've had an issue getting def is at the pump. I've made it a point looking at stocks at various stores and it's widely available in bulk. Autozone for instance had probably a 100 boxes on the sales floor. Lowes and Home Depot appear to have multiple pallets available on display and I even noticed a couple on the shelf at Kroger. I'm not saying we won't be in a pinch at some point, but there have been stories of "shortages" going around since December and I haven't seen any signs of it actually manifesting. Union Pacific might be restricting it causing issues in specific regions, but I expect that the logistics industry as a whole is going to make adjustments to gain market share and fill in that gap.
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I think it depends on location maybe. Here we have had pretty much empty shelves at Walmart for months. Earlier this year, I wanted a box and called around to the local big box stores and places like Autozone. Nobody had any. Eventually Lowes got some so I went right down. I just needed another so last week checked Lowes again. They had been out but just received a pallet so I went down immediately and bought some. Interestingly the box I just bought off the newly arrived pallet seems to have an older manufacture date than the box I got from them a couple of months ago so maybe a wonky supply chain? Although Peak has changed the date code format on their boxes a couple of times recently so it is hard to know for sure what the manufacture date is.
 
Will_T said:
I think it depends on location maybe. Here we have had pretty much empty shelves at Walmart for months. Earlier this year, I wanted a box and called around to the local big box stores and places like Autozone. Nobody had any. Eventually Lowes got some so I went right down. I just needed another so last week checked Lowes again. They had been out but just received a pallet so I went down immediately and bought some. Interestingly the box I just bought off the newly arrived pallet seems to have an older manufacture date than the box I got from them a couple of months ago so maybe a wonky supply chain? Although Peak has changed the date code format on their boxes a couple of times recently so it is hard to know for sure what the manufacture date is.
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Its false shortages just like they did with the lumber….
 
I’ve had no issues finding DEF so far, but the shelves are still devoid of Rotella 5w40
 
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