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Posted: 5/9/2022 9:36:50 PM EDT
[#1]
Well, this is one step toward a brighter future.
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Posted: 5/9/2022 9:36:53 PM EDT
[#2]
Quote HistoryQuoted: Psssh. My Uber Eats guy drives a Tesla. I’ll be fine.  Quote HistoryQuoted: Quoted: Going to get real ugly when the gulf coast gets hit with a couple hurricanes. Psssh. My Uber Eats guy drives a Tesla. I’ll be fine. In all seriousness, I wonder how many coal or LNG power plants are supplied by rail. Diesel prices will drive overall electricity prices up for places like that. But, you know, pipelines evil, must not have them. 
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Posted: 5/9/2022 9:37:18 PM EDT
[#3]
Quote HistoryQuoted: So, should I go ahead and buy that 500 gal fuel tank and fill it at ~$5/gal diesel to hedge the coming increase? I already have a 300 gal tank. Fill both? I am here in SE TX and this fuel pricing SUX. Diesel was 4.99/gal at Costco in Omaha Sunday. It sucks everywhere. |
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Posted: 5/9/2022 9:38:11 PM EDT
[#4]
Quote HistoryQuoted: I'd be fine just opening up the US oil industry. Let's sell to Europe at a profit and also become self sufficient again. The EV owners will still have to go to the camps though Quote HistoryQuoted: Quoted: It sounds like what we really need is this war in Ukraine to get wrapped up one way or another so the eurofags can go back to buying Russian oil. That alleviates the supply issues here in the US. I'd be fine just opening up the US oil industry. Let's sell to Europe at a profit and also become self sufficient again. The EV owners will still have to go to the camps though They'll run out of charge on the way there and 2/3 of the charging stations will have their cords cut off by people trying to reycle copper to feed their kids who are near starvation due to baby food shortages. Trying for 2022 irony but not sure I made it. |
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Posted: 5/9/2022 9:38:12 PM EDT
[#5]
Quote HistoryQuoted: Anyone know the fuel situation in the middle of the country or on the west coast? |
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Posted: 5/9/2022 9:38:18 PM EDT
[#6]
Hearing jet fuel is just as high, and just as scarce. Worry there could be spot shortages with any kind of hiccup, which in this world, is a given.
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Posted: 5/9/2022 9:38:23 PM EDT
[#7]
Quote HistoryQuoted: Diesel was 4.99/gal at Costco in Omaha Sunday. It sucks everywhere. 4.89 to 5.29 here. |
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Posted: 5/9/2022 9:38:47 PM EDT
[#8]
Quote HistoryQuoted: Nooooooooooooooo! We can’t do that!!! We need more wind turbines and solar panels! Oil company baaaaaaad!!!! Quote HistoryQuoted: Quoted: I'd be fine just opening up the US oil industry. Let's sell to Europe at a profit and also become self sufficient again. The EV owners will still have to go to the camps though Nooooooooooooooo! We can’t do that!!! We need more wind turbines and solar panels! Oil company baaaaaaad!!!! Can't make them without the evil oil companies. LOL. |
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Posted: 5/9/2022 9:41:47 PM EDT
[#9]
Quote HistoryQuoted: The construction industry can’t get much worse. We’re still busy as hell even with serious lead time issues. Structural steel is 6-8 months right now. Joists are pushing a year. Galvanizes are 3+ months out. Garage doors are pushing a year to be shipped with missing hardware. Common electrical gear is pushing 30 week lead times. HVAC units have stretched to 40 weeks. Common items have become unobtainium. Survey whiskers are one color now and even those are hard to get. Things are bad and only getting worse. Quote HistoryQuoted: Quoted: Yeah it’s going to be a rocky period in time. Investors don’t want to drop the cash to drill, because the political winds against them. Hard to find drilling crews. Supply chain issues. Etc. Not going to be a fun summer in the trucking industry. I expect a further collapse of the trucking industry. Construction industry is going to get trounced. Inflation will continue to sky rocket. Biden is… being Biden. And not actually doing anything remotely helpful. The construction industry can’t get much worse. We’re still busy as hell even with serious lead time issues. Structural steel is 6-8 months right now. Joists are pushing a year. Galvanizes are 3+ months out. Garage doors are pushing a year to be shipped with missing hardware. Common electrical gear is pushing 30 week lead times. HVAC units have stretched to 40 weeks. Common items have become unobtainium. Survey whiskers are one color now and even those are hard to get. Things are bad and only getting worse. Try bidding asphalt or dirt work. When you have no idea what your product costs are (asphalt) or what your fuel costs will be (dirt work.) Fucked and fucked. Even if you bid fuel at $4 a gallon last year. You’re screwed now. |
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Posted: 5/9/2022 9:42:05 PM EDT
[#10]
Quote HistoryQuoted: The construction industry can’t get much worse. We’re still busy as hell even with serious lead time issues. Structural steel is 6-8 months right now. Joists are pushing a year. Galvanizes are 3+ months out. Garage doors are pushing a year to be shipped with missing hardware. Common electrical gear is pushing 30 week lead times. HVAC units have stretched to 40 weeks. Common items have become unobtainium. Survey whiskers are one color now and even those are hard to get. Things are bad and only getting worse. Lol just wait until everyone stops having things built |
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Posted: 5/9/2022 9:42:50 PM EDT
[#11]
We made some record profits on export diesel over the last few weeks. With PES shutting a couple years ago, East Coast fuel has lost ~ 400k bbls or refining a day.
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Posted: 5/9/2022 9:43:52 PM EDT
[#12]
That will bring a shortage of gasoline. Diesel hauls gasoline to the pumps.
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Posted: 5/9/2022 9:44:08 PM EDT
[#13]
Quote HistoryQuoted: Building back better To the closet left and lurkers, May you die a painful death of ass cancer HERE HERE!!! Might as well throw the never Trumpers in as well. As for the current diesel shortage & prices. We’re fucked. Not a word I use often, but I can’t think of one that better describes this situation. FJB! |
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Posted: 5/9/2022 9:44:46 PM EDT
[#14]
Quote HistoryQuoted: Gonna suck, wonder if that includes heating oil? I thought they were basically the same. There was a thread about the cost of home heating oil going through the roof. |
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Posted: 5/9/2022 9:45:13 PM EDT
[#15]
Will hotdogs still be cheaper come 4th of July?
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Posted: 5/9/2022 9:45:43 PM EDT
[#16]
Does this mean I’ll be able to pick up a brodozer on the cheap soon? I would love a huge brodozer to roll coal with but they are just so expensive.
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Posted: 5/9/2022 9:46:03 PM EDT
[#17]
Quote HistoryQuoted: Try bidding asphalt or dirt work. When you have no idea what your product costs are (asphalt) or what your fuel costs will be (dirt work.) Fucked and fucked. Even if you bid fuel at $4 a gallon last year. You’re screwed now. Quote HistoryQuoted: Quoted: Quoted: Yeah it’s going to be a rocky period in time. Investors don’t want to drop the cash to drill, because the political winds against them. Hard to find drilling crews. Supply chain issues. Etc. Not going to be a fun summer in the trucking industry. I expect a further collapse of the trucking industry. Construction industry is going to get trounced. Inflation will continue to sky rocket. Biden is… being Biden. And not actually doing anything remotely helpful. The construction industry can’t get much worse. We’re still busy as hell even with serious lead time issues. Structural steel is 6-8 months right now. Joists are pushing a year. Galvanizes are 3+ months out. Garage doors are pushing a year to be shipped with missing hardware. Common electrical gear is pushing 30 week lead times. HVAC units have stretched to 40 weeks. Common items have become unobtainium. Survey whiskers are one color now and even those are hard to get. Things are bad and only getting worse. Try bidding asphalt or dirt work. When you have no idea what your product costs are (asphalt) or what your fuel costs will be (dirt work.) Fucked and fucked. Even if you bid fuel at $4 a gallon last year. You’re screwed now. Why we vertically integrated and hit the futures markets to fix our bid price. Working with Pimoris/PSC, Belcan, and Keller N’A on similar On the asphalt, that’s real tough on timing. Why we tried to purchase PRLLC recently. |
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Posted: 5/9/2022 9:46:12 PM EDT
[#18]
Well at least Lyondell is closing their 260,000 barrel a day refinery in Houston next year.
(don't worry someone will probably buy it) |
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Posted: 5/9/2022 9:46:29 PM EDT
[#19]
Quote HistoryQuoted: We made some record profits on export diesel over the last few weeks. With PES shutting a couple years ago, East Coast fuel has lost ~ 400k bbls or refining a day. Europe is even more dependent on diesel, and there are widespread outages now. They're outbidding us for the product right now. |
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Posted: 5/9/2022 9:47:03 PM EDT
[#20]
Remain calm!
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Posted: 5/9/2022 9:48:13 PM EDT
[#21]
Quote HistoryQuoted: Lol just wait until everyone stops having things built We’ve had two jobs shutdown already this year. Both (well at least one) that you wouldn’t think would be cash poor. |
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Posted: 5/9/2022 9:48:36 PM EDT
[#22]
Quote HistoryQuoted: If this is true, I’m going to have a lot of trucks sitting. They were talking about it this morning on Fox business. It is real. Brandon has f&$#ed us good. When people get the bill for filling their oil tanks or budget plan for NG they will not be happy. Let it happen before they vote. |
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Posted: 5/9/2022 9:49:16 PM EDT
[#23]
It was $6.59 or $6.69 a gallon at the cheapest place In my area today. Truckers I know are posting pics of $1400 fill ups. This country is fucked. We have a president who barely knows his name and no reasonable way to correct this problem....
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Posted: 5/9/2022 9:49:42 PM EDT
[#24]
Quote HistoryQuoted: Will hotdogs still be cheaper come 4th of July? Asking the real questions. |
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Posted: 5/9/2022 9:50:07 PM EDT
[#25]
Quote HistoryQuoted: Learn to code. I did that for over 30 years. My NG bill was still almost double this past year. |
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Posted: 5/9/2022 9:52:14 PM EDT
[#26]
During the reign of Obama, I spent $4000 for the last winter to heat my house in Massachusetts. It super sucked! I'm glad I only had to live there for two years.
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Posted: 5/9/2022 9:53:42 PM EDT
[#27]
#2 ULSD is $6.09 here last I checked.
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Posted: 5/9/2022 9:53:43 PM EDT
[#28]
Quote HistoryQuoted: I need more ammunition Diesel delivers packages. |
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Posted: 5/9/2022 9:58:29 PM EDT
[#29]
Quote HistoryQuoted: It was $6.59 or $6.69 a gallon at the cheapest place In my area today. Truckers I know are posting pics of $1400 fill ups. This country is fucked. We have a president who barely knows his name and no reasonable way to correct this problem.... And you can't throw him out because you just end up with Cumala.. |
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Posted: 5/9/2022 9:59:46 PM EDT
[#30]
Quote HistoryQuoted: And you can't throw him out because you just end up with Cumala.. Quote HistoryQuoted: Quoted: It was $6.59 or $6.69 a gallon at the cheapest place In my area today. Truckers I know are posting pics of $1400 fill ups. This country is fucked. We have a president who barely knows his name and no reasonable way to correct this problem.... And you can't throw him out because you just end up with Cumala.. |
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Posted: 5/9/2022 10:07:07 PM EDT
[#31]
Quote HistoryQuoted: That will bring a shortage of gasoline. Diesel hauls gasoline to the pumps. One of our local stations here in NCFL told a friend that his past tank fill was 4.20 a gal, and his next fill was 4.40 or higher. We've been hovering between 3.99 at the cheapest places and 4.30 at the stupidly expensive places for gas here. |
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Posted: 5/9/2022 10:09:04 PM EDT
[#32]
Quote HistoryQuoted: Diesel delivers packages. Quote HistoryQuoted: Quoted: I need more ammunition Diesel delivers packages. I wonder what fuel is looking like for water shipping. 
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Posted: 5/9/2022 10:11:15 PM EDT
[#33]
Quote HistoryQuoted: Anyone know the fuel situation in the middle of the country or on the west coast? Gas shot up 25 cents since yesterday. No storages at the pump from what I'm seeing. |
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Posted: 5/9/2022 10:11:15 PM EDT
[#34]
If there's no diesel for rail transports or trucks, that will fuck my refinery in the ass.
We're recovering from a "thing", and that's impacting our diesel make. And that doesn't even include all the ass-basket issues we deal with on a daily basis. Many of which are self-inflicted. |
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Posted: 5/9/2022 10:11:56 PM EDT
[#35]
Quote HistoryQuoted: In before EV doesn't have this problem. Gasoline doesn't have this problem.
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Posted: 5/9/2022 10:12:47 PM EDT
[#36]
Quote HistoryQuoted: Gas shot up 25 cents since yesterday. No storages at the pump from what I'm seeing. Quote HistoryQuoted: Quoted: Anyone know the fuel situation in the middle of the country or on the west coast? Gas shot up 25 cents since yesterday. No storages at the pump from what I'm seeing. Happy to pay more to have it available vs gone. Inb4 muh price gouge |
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Posted: 5/9/2022 10:16:14 PM EDT
[#37]
Quote HistoryQuoted: Diesel delivers packages. Yes that’s my concern People kill other people over a chicken sandwich around here |
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Posted: 5/9/2022 10:20:05 PM EDT
[#38]
Quote HistoryQuoted: Going to get real ugly when the gulf coast gets hit with a couple hurricanes. |
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Posted: 5/9/2022 10:23:03 PM EDT
[#39]
Quote HistoryQuoted: It's good to have confirmation, but not on things like this.  This, on top of a reported baby food shortage. Quote HistoryQuoted: Quoted: For OP
https://pbs.twimg.com/media/FR7FuLqX0AAKzHO?format=png&name=900x900 It's good to have confirmation, but not on things like this. This, on top of a reported baby food shortage. After food will be diapers. Time stamp it. |
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Posted: 5/9/2022 10:26:31 PM EDT
[#40]
Quote HistoryQuoted: Diesel delivers packages. Quote HistoryQuoted: Quoted: I need more ammunition Diesel delivers packages. |
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Posted: 5/9/2022 10:27:44 PM EDT
[#41]
Quote HistoryQuoted: So ... combined pile of stupid. Quote HistoryQuoted: Quoted: European demand for US fuel is up something like 600% from an article I read today. Refineries re tooled for either gasoline or renewable diesel (lol) in 2020. They’re going to gear up a little bit for distillates over the summer. But I don’t expect diesel prices to go down anytime soon. Drilling isn’t coming online nearly as fast as it needs to. There’s a lot of instability in the market. The political forces are still against the O&G industry. The false push for renewables. Etc. So ... combined pile of stupid. And we are still in the coming attractions phase of the movie. 
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Posted: 5/9/2022 10:29:23 PM EDT
[#42]
Hopefully they can figure how to lower the prices
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Posted: 5/9/2022 10:30:57 PM EDT
[#43]
Quote HistoryQuoted: We made some record profits on export diesel over the last few weeks. With PES shutting a couple years ago, East Coast fuel has lost ~ 400k bbls or refining a day. And Congress will fix it.... by making new legislation taking your profits. |
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Posted: 5/9/2022 10:34:51 PM EDT
[#44]
Quote HistoryQuoted: And Congress will fix it.... by making new legislation taking your profits. Quote HistoryQuoted: Quoted: We made some record profits on export diesel over the last few weeks. With PES shutting a couple years ago, East Coast fuel has lost ~ 400k bbls or refining a day. And Congress will fix it.... by making new legislation taking your profits. Making a recession during a recession. If we're lucky. Shades of FDR. Oh boy, are the historians going to LOVE the biden junta. ... and to think, some of these people really believe that "but what will the historians think of you, be on the right side of history" is scary. No, historians by and large are a disaster. Just look at who they rate as the greatest presidents. |
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Posted: 5/9/2022 10:38:14 PM EDT
[#45]
Quote HistoryWhen/if Rs are let back in charge not much will change, sept MSM will blame them for everything |
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Posted: 5/9/2022 10:48:06 PM EDT
[#46]
Enjoy the ride. Not going to quickly drill your way out of this one.
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Posted: 5/9/2022 10:51:53 PM EDT
[#47]
Quote HistoryQuoted: So, should I go ahead and buy that 500 gal fuel tank and fill it at ~$5/gal diesel to hedge the coming increase? I already have a 300 gal tank. Fill both? I am here in SE TX and this fuel pricing SUX. We just filled up two 1000 gallon tanks, one for each water pump we have running that are priming the canals so we can water the rice fields. $4.06 per gallon and that’s at our wholesale price. |
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Posted: 5/9/2022 10:54:24 PM EDT
[#48]
Quote HistoryQuoted: Hopefully they can figure how to lower the prices 
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Posted: 5/9/2022 10:54:57 PM EDT
[#49]
Quote HistoryQuoted: We just filled up two 1000 gallon tanks, one for each water pump we have running that are priming the canals so we can water the rice fields. $4.06 per gallon and that’s at our wholesale price. Quote HistoryQuoted: Quoted: So, should I go ahead and buy that 500 gal fuel tank and fill it at ~$5/gal diesel to hedge the coming increase? I already have a 300 gal tank. Fill both? I am here in SE TX and this fuel pricing SUX. We just filled up two 1000 gallon tanks, one for each water pump we have running that are priming the canals so we can water the rice fields. $4.06 per gallon and that’s at our wholesale price. Dyed is still around $4 a gallon here. Cost is actually $3.79 |
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Posted: 5/9/2022 10:55:14 PM EDT
[#50]
Oh boy!
Everyone pile on! https://www.zerohedge.com/commodities/power-grid-operators-warn-potential-electricity-shortages-amid-transition-clean-energy Power-grid operators across the US warn that power-generating capacity struggles to keep up with demand, a worrying sign ahead of summer where heatwaves could lead to rolling blackouts.
The Midcontinent Independent System Operator, or MISO, operating in 15 states across the US Central region, said last month that capacity shortages this summer due to soaring summer demand might result in outages. Last Friday, California Independent System Operator, or California ISO, outlined energy shortfalls this summer because of heat and wildfires. Texas over the weekend saw triple-digit temperatures in some portions of the state, though grid stability was maintained despite several power plants being offline for maintenance. WSJ explains grid instability and increased risk of power shortages this summer comes as fossil fuel power plants are "being retired more quickly than they can be replaced by renewable energy and battery storage." Power grids are racing to retire conventional power plants fueled by natural gas, coal, and diesel to green forms of energy, such as solar power and wind. There's also the retirement of aging nuclear power plants. |
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