Foxtrot08 makes an oil thread! (Page 152 of 161)
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Originally Posted By Foxtrot08: There is a significant amount of jockeying by the majors in protecting their OEMs. Mobil dropped Nissan to hold onto GM / Toyota / CAT. Shell just lost a *major* OEM brand, which explains why they picked up Nissan. P66 just won a major OEM brand. Which is what they were holding back for. We will see what happens with the Euro brands like BMW, as shell can no longer service them with synthetics. It’s basically musical chairs right now. When the music stops, who’s not going to have a seat is the question. Damn. Thanks for keeping everyone updated, especially considering youve probably got a shit ton going on with all of this in you world. This is what makes this place so great. Real SMEs that we can all communicate with, yet we lost so many other over the years due to BS  Thanks again for all the updates, sorry for all the tone deaf shit you ran into in GD in other threads.  So much more than "MuH gAs PRice", and they cant think past their cro magnon foreheads |
"Makes me realize why there are warning labels on hemorrhoid cream about not using it orally" - Weomi
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Originally Posted By TheLASwamp: So... Is it time to head back to Wal Mart to pick up more oil? Will we be seeing actual shortages or will it just be price spikes with mostly full shelves? ETA: I know that's very difficult to predict. Best guess? Lol im good for 80,000 miles worth of oil changes |
SI VIS PACEM PARA BELLUM
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Originally Posted By TheLASwamp: So... Is it time to head back to Wal Mart to pick up more oil? Will we be seeing actual shortages or will it just be price spikes with mostly full shelves? ETA: I know that's very difficult to predict. Best guess? How fancy the oil you need is determines a lot. Numbah go up either way. |
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Originally Posted By M855Bukkake: How fancy the oil you need is determines a lot. Numbah go up either way. I bought 5-20 and 5-30, and they will probably still be available, but at double the price. R&P for the exterra, and advanced protection for the wife's ride. I also have some high mileage syn blend in both weights for those that may need it. |
World ain't what it seems, is it Gunny?
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Originally Posted By grambosc: Once is happenstance. Twice is coincidence... Originally Posted By grambosc: Originally Posted By rbutcher: TPC Group also had a power outage and resulting fire at their Houston plant today. Once is happenstance. Twice is coincidence... I think my son does a lot of work with butadiene as a chemist and he works in Houston. I'll have to see if he'll be affected. |
Liberals are a curious mix of communism and fascism, they want to destroy you but want to use your own money to do it.
I'm getting down to the last box, the others have all been destroyed...
I'm getting down to the last box, the others have all been destroyed...
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Originally Posted By TheLASwamp: We were separated at birth. Originally Posted By TheLASwamp: Originally Posted By FlyLeaf: Lol im good for 80,000 miles worth of oil changes We were smart and acted on the warning. Thanks again, Foxtrot08. |
I love a good double entendre.
| Full price PUP 5qt is $49 at advance, M1 flavors are $44-49. At least I can bundle K&N oil filter to save more than the 20% off $100 coupon. I'll probably just buy more and then swap out the oldest stock in the 30+ gallon fort. Just kidding, $34.99 Argos 5w-30 is going in everything. Does it really matter if a 85k mile 2021 5.3 GM V8 had its 3rd set of lifters before 30k miles... |
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Originally Posted By TaxPayer77: Full price PUP 5qt is $49 at advance, M1 flavors are $44-49. At least I can bundle K&N oil filter to save more than the 20% off $100 coupon. I'll probably just buy more and then swap out the oldest stock in the 30+ gallon fort. Just kidding, $34.99 Argos 5w-30 is going in everything. Does it really matter if a 85k mile 2021 5.3 GM V8 had its 3rd set of lifters before 30k miles... |
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Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. |
Direction, not intention, determines destination.
Integrity is the essence of everything successful.
Integrity is the essence of everything successful.
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Ha. I found 10 gallons of 15w40 I must have stashed this spring. One of the guys yesterday told me his truck is due for a change. I gotta stock back up on 5W30, we only have about 5 gallons on the shelf. |
If you want to view paradise, simply look around and view it.
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Associated Press addresses Costco price increases and quantity limits: Associated Press People who say, "Oh bummer I can only buy a couple cases a week." Don't get it. The purchase limits are not aimed at Mr. GeeDee doing his oil changes. They are aimed at the Quicky-Oil down the street that can't get its bulk oil. |
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Foxtrot08 (and anyone else with a well informed opinion), what do you think about the pricing and supply of gear oils over the next year or so. Will there be issues similar to engine oils? Specially, what about common synthetic gear oils like 75W-90, 80W-90, 75W-140, etc. which are used in a lot of cars and trucks. I know this thread has recently been focused on common synthetic engine oils, and supply and pricing problems due to conflict in the Middle East. But it's not clear how this affects the supply and pricing of common synthetic gear oils. Obviously, people, dealerships, repair shops, etc. don't go through the volume of gear oil like engine oil. But eventually, gear oil availability and pricing will become a problem if there are significant supply difficulties. Thank you for all of your thoughts and information posted in this thread. HighSpeedSteel |
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Originally Posted By HighSpeedSteel: Foxtrot08 (and anyone else with a well informed opinion), what do you think about the pricing and supply of gear oils over the next year or so. Will there be issues similar to engine oils? Specially, what about common synthetic gear oils like 75W-90, 80W-90, 75W-140, etc. which are used in a lot of cars and trucks. I know this thread has recently been focused on common synthetic engine oils, and supply and pricing problems due to conflict in the Middle East. But it's not clear how this affects the supply and pricing of common synthetic gear oils. Obviously, people, dealerships, repair shops, etc. don't go through the volume of gear oil like engine oil. But eventually, gear oil availability and pricing will become a problem if there are significant supply difficulties. Thank you for all of your thoughts and information posted in this thread. HighSpeedSteel |
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Originally Posted By Foxtrot08: Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. If we operate under the assumption price has been suppressed thus far for things there are reserves and other mechanisms for, that means the real price increases have not yet begun. Ooof. |
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Attached File |
"The past is a foreign country; they do things differently there."
L.P. Hartley
L.P. Hartley
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Originally Posted By HighSpeedSteel: Foxtrot08 (and anyone else with a well informed opinion), what do you think about the pricing and supply of gear oils over the next year or so. Will there be issues similar to engine oils? Specially, what about common synthetic gear oils like 75W-90, 80W-90, 75W-140, etc. which are used in a lot of cars and trucks. I know this thread has recently been focused on common synthetic engine oils, and supply and pricing problems due to conflict in the Middle East. But it's not clear how this affects the supply and pricing of common synthetic gear oils. Obviously, people, dealerships, repair shops, etc. don't go through the volume of gear oil like engine oil. But eventually, gear oil availability and pricing will become a problem if there are significant supply difficulties. Thank you for all of your thoughts and information posted in this thread. HighSpeedSteel Right now, 6cst and 8 cst group 3s are more available than 3cst and 4cst base oils. This is why 5w30 is more common than 0w8 to 0w20. Your lighter transmission oils - the ULVs especially - are having significant issues. Your heavier products, the gear oils and the 50w transmission fluids, etc. are safer for the moment. But with everything going on right now, I’m sure their availability is going to suffer. I know Mobil particularly discontinued a bunch of their odd ball branded ones. I assume Shell is in the same boat right now. Which is just going to push consumers into other brands that can’t take that much volume on. |
Direction, not intention, determines destination.
Integrity is the essence of everything successful.
Integrity is the essence of everything successful.
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Originally Posted By FZJ80: https://www.ar15.com/media/mediaFiles/434728/IMG_9692_jpeg-3827597.JPG It was a pumping station along the pipeline that got hit. Which is bad. Not knowing any details, the right question to ask is if this pumping station can be bypassed with a lower flow-through rate, or if it is a single point of failure for some or all of the pipelines in the E-W. It's a shitload easier to replace some pipe than magic those pumps back into existence. The Saudi E-W has separate lines for crude and refined products, from my understanding. It is also very relevant if this pumping station served one, the other, or both, and if it was a single point of failure for either or both. |
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Originally Posted By M855Bukkake: It was a pumping station along the pipeline that got hit. Which is bad. Not knowing any details, the right question to ask is if this pumping station can be bypassed with a lower flow-through rate, or if it is a single point of failure for some or all of the pipelines in the E-W. It's a shitload easier to replace some pipe than magic those pumps back into existence. The Saudi E-W has separate lines for crude and refined products, from my understanding. It is also very relevant if this pumping station served one, the other, or both, and if it was a single point of failure for either or both. I've read that they hit several pumping stations and numerous spots on the pipeline as well. Someone on here in another thread said it was no big deal, Saudi can repair the pipeline in a few days. Satellite photos are showing at least one pumping station completely gone now. Won't be back online for at least a month. 2nd largest producer of oil in the world got taken off the global market in a matter of a few days. |
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Originally Posted By Mr_Woodsy: I've read that they hit several pumping stations and numerous spots on the pipeline as well. Someone on here in another thread said it was no big deal, Saudi can repair the pipeline in a few days. Satellite photos are showing at least one pumping station completely gone now. Won't be back online for at least a month. 2nd largest producer of oil in the world got taken off the global market in a matter of a few days. Originally Posted By Mr_Woodsy: Originally Posted By M855Bukkake: It was a pumping station along the pipeline that got hit. Which is bad. Not knowing any details, the right question to ask is if this pumping station can be bypassed with a lower flow-through rate, or if it is a single point of failure for some or all of the pipelines in the E-W. It's a shitload easier to replace some pipe than magic those pumps back into existence. The Saudi E-W has separate lines for crude and refined products, from my understanding. It is also very relevant if this pumping station served one, the other, or both, and if it was a single point of failure for either or both. I've read that they hit several pumping stations and numerous spots on the pipeline as well. Someone on here in another thread said it was no big deal, Saudi can repair the pipeline in a few days. Satellite photos are showing at least one pumping station completely gone now. Won't be back online for at least a month. 2nd largest producer of oil in the world got taken off the global market in a matter of a few days. ''For sale, 10 year old gas saving Honda, will trade straight up for 3/4 or one ton truck with low miles and under 3 years old.'' 
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Liberals are a curious mix of communism and fascism, they want to destroy you but want to use your own money to do it.
I'm getting down to the last box, the others have all been destroyed...
I'm getting down to the last box, the others have all been destroyed...
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Originally Posted By M855Bukkake: It was a pumping station along the pipeline that got hit. Which is bad. Not knowing any details, the right question to ask is if this pumping station can be bypassed with a lower flow-through rate, or if it is a single point of failure for some or all of the pipelines in the E-W. It's a shitload easier to replace some pipe than magic those pumps back into existence. The Saudi E-W has separate lines for crude and refined products, from my understanding. It is also very relevant if this pumping station served one, the other, or both, and if it was a single point of failure for either or both. Originally Posted By M855Bukkake: Originally Posted By FZJ80: https://www.ar15.com/media/mediaFiles/434728/IMG_9692_jpeg-3827597.JPG It was a pumping station along the pipeline that got hit. Which is bad. Not knowing any details, the right question to ask is if this pumping station can be bypassed with a lower flow-through rate, or if it is a single point of failure for some or all of the pipelines in the E-W. It's a shitload easier to replace some pipe than magic those pumps back into existence. The Saudi E-W has separate lines for crude and refined products, from my understanding. It is also very relevant if this pumping station served one, the other, or both, and if it was a single point of failure for either or both. I bet they could have them online by the end of the week if they didn’t waste time on laser alignment |
mene mene tekel upharsin
That others may think
That others may think
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New Kioti HST Tractor. I just did the 50hr service and replaced all filters/fluids. Used Mobil Delvac for hydraulic fluid which I believe is the same as 424 to get the yak fat that Kioti did the initial fill out of there. Will run this for a 50-100hrs and then want to swap to a high quality semi synthetic for running at 0. I only need to meet Deere's J20C specs, but it gets cold in MO and I use the tractor year round. Previously I had a Kubota and ran Super UDT2 which would exceed J20C specs. But any recommendations? Or I can just run to the Kubota Dealer. I'd like to stock up on 3 - 5 gal pails to get me though the next couple years of shortages. |
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Originally Posted By JP_in_STL: New Kioti HST Tractor. I just did the 50hr service and replaced all filters/fluids. Used Mobil Delvac for hydraulic fluid which I believe is the same as 424 to get the yak fat that Kioti did the initial fill out of there. Will run this for a 50-100hrs and then want to swap to a high quality semi synthetic for running at 0. I only need to meet Deere's J20C specs, but it gets cold in MO and I use the tractor year round. Previously I had a Kubota and ran Super UDT2 which would exceed J20C specs. But any recommendations? Or I can just run to the Kubota Dealer. I'd like to stock up on 3 - 5 gal pails to get me though the next couple years of shortages. Kubota dealer oils/fluids.....................bring your first and secondborn children. They would prefer they be able to work for no wages...... |
Liberals are a curious mix of communism and fascism, they want to destroy you but want to use your own money to do it.
I'm getting down to the last box, the others have all been destroyed...
I'm getting down to the last box, the others have all been destroyed...
|
Originally Posted By Foxtrot08: Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. I hear ya. My take, and I've said this before...there isn't enough money to pay me to be PGPA for a major right now. Wirth's "I told you so" in Austin, while true, plays a little too clean. The majors talk a lot about integrity and corporate citizenship, but the reality is diesel margins have been fat while the domestic consumer eats a $6/gallon average for the first time ever. I'm a free-market guy, but I'm also been in the industry long enough to know you don't shit where you eat. Anyone can see the export math while a CEO is warning about a "fuel crisis" is a bad look, even if every dollar of it is legal and rational. On the DPA, there's an active provision (Title I) that specifically covers mandatory allocation and pricing of fuel and feedstock. It's not the WW2-era broad price control title, that one's expired. But it's real, and it's fuel-specific. Doesn't matter if it'd survive a court challenge. This administration has shown it'll threaten the maximalist read of its own authority just to force a reaction, real intent or not, and I don't think Wirth wants to be the guy who calls that bluff in public in an election year. He's been around too long, and is too political, to make that mistake twice. My honest read: the industry is playing chicken with an administration that's shown it'll go loud, not just in the press but with whatever tools it can point to. My bet is this gets political before November regardless of who's actually right on the merits. If the House flips, the next round looks a lot like the last four years under Biden, just with different names attached, and the majors end up back where they started post-COVID, maybe worse off. It's a shame the industry keeps taking the black eye for the short-term win instead of playing the long game. I'm not trying to grind an axe here, this is genuinely disappointing to watch from inside the business. |
The flow of memes cannot be stopped
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Originally Posted By mcantu:
Peons are going to be screwed this winter, they better stock up on bicycles and blankets. |
Liberals are a curious mix of communism and fascism, they want to destroy you but want to use your own money to do it.
I'm getting down to the last box, the others have all been destroyed...
I'm getting down to the last box, the others have all been destroyed...
Attached File |
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Originally Posted By PhuzzyGnu:
https://www.ar15.com/media/mediaFiles/69748/10575_png-3827947.JPG Hey I met that guy. 
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Direction, not intention, determines destination.
Integrity is the essence of everything successful.
Integrity is the essence of everything successful.
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Originally Posted By Manchu65: I hear ya. My take, and I've said this before...there isn't enough money to pay me to be PGPA for a major right now. Wirth's "I told you so" in Austin, while true, plays a little too clean. The majors talk a lot about integrity and corporate citizenship, but the reality is diesel margins have been fat while the domestic consumer eats a $6/gallon average for the first time ever. I'm a free-market guy, but I'm also been in the industry long enough to know you don't shit where you eat. Anyone can see the export math while a CEO is warning about a "fuel crisis" is a bad look, even if every dollar of it is legal and rational. On the DPA, there's an active provision (Title I) that specifically covers mandatory allocation and pricing of fuel and feedstock. It's not the WW2-era broad price control title, that one's expired. But it's real, and it's fuel-specific. Doesn't matter if it'd survive a court challenge. This administration has shown it'll threaten the maximalist read of its own authority just to force a reaction, real intent or not, and I don't think Wirth wants to be the guy who calls that bluff in public in an election year. He's been around too long, and is too political, to make that mistake twice. My honest read: the industry is playing chicken with an administration that's shown it'll go loud, not just in the press but with whatever tools it can point to. My bet is this gets political before November regardless of who's actually right on the merits. If the House flips, the next round looks a lot like the last four years under Biden, just with different names attached, and the majors end up back where they started post-COVID, maybe worse off. It's a shame the industry keeps taking the black eye for the short-term win instead of playing the long game. I'm not trying to grind an axe here, this is genuinely disappointing to watch from inside the business. Originally Posted By Manchu65: Originally Posted By Foxtrot08: Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. I hear ya. My take, and I've said this before...there isn't enough money to pay me to be PGPA for a major right now. Wirth's "I told you so" in Austin, while true, plays a little too clean. The majors talk a lot about integrity and corporate citizenship, but the reality is diesel margins have been fat while the domestic consumer eats a $6/gallon average for the first time ever. I'm a free-market guy, but I'm also been in the industry long enough to know you don't shit where you eat. Anyone can see the export math while a CEO is warning about a "fuel crisis" is a bad look, even if every dollar of it is legal and rational. On the DPA, there's an active provision (Title I) that specifically covers mandatory allocation and pricing of fuel and feedstock. It's not the WW2-era broad price control title, that one's expired. But it's real, and it's fuel-specific. Doesn't matter if it'd survive a court challenge. This administration has shown it'll threaten the maximalist read of its own authority just to force a reaction, real intent or not, and I don't think Wirth wants to be the guy who calls that bluff in public in an election year. He's been around too long, and is too political, to make that mistake twice. My honest read: the industry is playing chicken with an administration that's shown it'll go loud, not just in the press but with whatever tools it can point to. My bet is this gets political before November regardless of who's actually right on the merits. If the House flips, the next round looks a lot like the last four years under Biden, just with different names attached, and the majors end up back where they started post-COVID, maybe worse off. It's a shame the industry keeps taking the black eye for the short-term win instead of playing the long game. I'm not trying to grind an axe here, this is genuinely disappointing to watch from inside the business. I may be living up to my arfcom persona a little much tonight. And I may be sipping on bourbon. But, the very last paragraph is key. It is disappointing. I’m not sure how much the viewers in this thread realize it. The majors are also punishing the little players right now in their own industry. There’s going to be consolidation and bankruptcy in my sector of the industry. When trucking companies or contractors start folding, it’s going to be who dodges the bullet survive. I dodged a bullet recently to the tune of $68,000. A company went bankrupt that I sold fuel to. I stopped selling them right around the time this started because their money was always a little “funny.” A friendly competitor picked up their business and is now eating it because of the bankruptcy. I say friendly competitor because we do business together. We aren’t enemies. We go to dinner together. Etc. But when a 107 year old company walks away from business. There’s normally a reason. He didn’t ask the “why are you doing this?” Will they survive? Yes. But there’s going to be alot of people like me that don’t have the experience, that want to learn with their own mistakes…. Who won’t. It’s going to be a hard winter in a lot of ways. |
Direction, not intention, determines destination.
Integrity is the essence of everything successful.
Integrity is the essence of everything successful.
|
Originally Posted By Foxtrot08: I may be living up to my arfcom persona a little much tonight. And I may be sipping on bourbon. But, the very last paragraph is key. It is disappointing. I’m not sure how much the viewers in this thread realize it. The majors are also punishing the little players right now in their own industry. There’s going to be consolidation and bankruptcy in my sector of the industry. When trucking companies or contractors start folding, it’s going to be who dodges the bullet survive. I dodged a bullet recently to the tune of $68,000. A company went bankrupt that I sold fuel to. I stopped selling them right around the time this started because their money was always a little “funny.” A friendly competitor picked up their business and is now eating it because of the bankruptcy. I say friendly competitor because we do business together. We aren’t enemies. We go to dinner together. Etc. But when a 107 year old company walks away from business. There’s normally a reason. He didn’t ask the “why are you doing this?” Will they survive? Yes. But there’s going to be alot of people like me that don’t have the experience, that want to learn with their own mistakes…. Who won’t. It’s going to be a hard winter in a lot of ways. Originally Posted By Foxtrot08: Originally Posted By Manchu65: Originally Posted By Foxtrot08: Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. I hear ya. My take, and I've said this before...there isn't enough money to pay me to be PGPA for a major right now. Wirth's "I told you so" in Austin, while true, plays a little too clean. The majors talk a lot about integrity and corporate citizenship, but the reality is diesel margins have been fat while the domestic consumer eats a $6/gallon average for the first time ever. I'm a free-market guy, but I'm also been in the industry long enough to know you don't shit where you eat. Anyone can see the export math while a CEO is warning about a "fuel crisis" is a bad look, even if every dollar of it is legal and rational. On the DPA, there's an active provision (Title I) that specifically covers mandatory allocation and pricing of fuel and feedstock. It's not the WW2-era broad price control title, that one's expired. But it's real, and it's fuel-specific. Doesn't matter if it'd survive a court challenge. This administration has shown it'll threaten the maximalist read of its own authority just to force a reaction, real intent or not, and I don't think Wirth wants to be the guy who calls that bluff in public in an election year. He's been around too long, and is too political, to make that mistake twice. My honest read: the industry is playing chicken with an administration that's shown it'll go loud, not just in the press but with whatever tools it can point to. My bet is this gets political before November regardless of who's actually right on the merits. If the House flips, the next round looks a lot like the last four years under Biden, just with different names attached, and the majors end up back where they started post-COVID, maybe worse off. It's a shame the industry keeps taking the black eye for the short-term win instead of playing the long game. I'm not trying to grind an axe here, this is genuinely disappointing to watch from inside the business. I may be living up to my arfcom persona a little much tonight. And I may be sipping on bourbon. But, the very last paragraph is key. It is disappointing. I’m not sure how much the viewers in this thread realize it. The majors are also punishing the little players right now in their own industry. There’s going to be consolidation and bankruptcy in my sector of the industry. When trucking companies or contractors start folding, it’s going to be who dodges the bullet survive. I dodged a bullet recently to the tune of $68,000. A company went bankrupt that I sold fuel to. I stopped selling them right around the time this started because their money was always a little “funny.” A friendly competitor picked up their business and is now eating it because of the bankruptcy. I say friendly competitor because we do business together. We aren’t enemies. We go to dinner together. Etc. But when a 107 year old company walks away from business. There’s normally a reason. He didn’t ask the “why are you doing this?” Will they survive? Yes. But there’s going to be alot of people like me that don’t have the experience, that want to learn with their own mistakes…. Who won’t. It’s going to be a hard winter in a lot of ways. Wife used to work for a propane/oil/fuel/fuel oil company [corrigan oil] and they had businesses they only dealt with CASH on the barrelhead paid BEFORE pumping. Way to many business jerks like to drag out payment as long as they can which hurts every company they do business with. Lord help any company that does the same thing to them though............................... If there is ANYTHING I have learned it's pay your debts as soon as possible because they likely already have at least some of those funds earmarked for their own payroll and payments to their suppliers. At some point there is no elasticity left in the chain. |
Liberals are a curious mix of communism and fascism, they want to destroy you but want to use your own money to do it.
I'm getting down to the last box, the others have all been destroyed...
I'm getting down to the last box, the others have all been destroyed...
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Originally Posted By fxntime: Wife used to work for a propane/oil/fuel/fuel oil company [corrigan oil] and they had businesses they only dealt with CASH on the barrelhead paid BEFORE pumping. Way to many business jerks like to drag out payment as long as they can which hurts every company they do business with. Lord help any company that does the same thing to them though............................... If there is ANYTHING I have learned it's pay your debts as soon as possible because they likely already have at least some of those funds earmarked for their own payroll and payments to their suppliers. At some point there is no elasticity left in the chain. Originally Posted By fxntime: Originally Posted By Foxtrot08: Originally Posted By Manchu65: Originally Posted By Foxtrot08: Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. I hear ya. My take, and I've said this before...there isn't enough money to pay me to be PGPA for a major right now. Wirth's "I told you so" in Austin, while true, plays a little too clean. The majors talk a lot about integrity and corporate citizenship, but the reality is diesel margins have been fat while the domestic consumer eats a $6/gallon average for the first time ever. I'm a free-market guy, but I'm also been in the industry long enough to know you don't shit where you eat. Anyone can see the export math while a CEO is warning about a "fuel crisis" is a bad look, even if every dollar of it is legal and rational. On the DPA, there's an active provision (Title I) that specifically covers mandatory allocation and pricing of fuel and feedstock. It's not the WW2-era broad price control title, that one's expired. But it's real, and it's fuel-specific. Doesn't matter if it'd survive a court challenge. This administration has shown it'll threaten the maximalist read of its own authority just to force a reaction, real intent or not, and I don't think Wirth wants to be the guy who calls that bluff in public in an election year. He's been around too long, and is too political, to make that mistake twice. My honest read: the industry is playing chicken with an administration that's shown it'll go loud, not just in the press but with whatever tools it can point to. My bet is this gets political before November regardless of who's actually right on the merits. If the House flips, the next round looks a lot like the last four years under Biden, just with different names attached, and the majors end up back where they started post-COVID, maybe worse off. It's a shame the industry keeps taking the black eye for the short-term win instead of playing the long game. I'm not trying to grind an axe here, this is genuinely disappointing to watch from inside the business. I may be living up to my arfcom persona a little much tonight. And I may be sipping on bourbon. But, the very last paragraph is key. It is disappointing. I’m not sure how much the viewers in this thread realize it. The majors are also punishing the little players right now in their own industry. There’s going to be consolidation and bankruptcy in my sector of the industry. When trucking companies or contractors start folding, it’s going to be who dodges the bullet survive. I dodged a bullet recently to the tune of $68,000. A company went bankrupt that I sold fuel to. I stopped selling them right around the time this started because their money was always a little “funny.” A friendly competitor picked up their business and is now eating it because of the bankruptcy. I say friendly competitor because we do business together. We aren’t enemies. We go to dinner together. Etc. But when a 107 year old company walks away from business. There’s normally a reason. He didn’t ask the “why are you doing this?” Will they survive? Yes. But there’s going to be alot of people like me that don’t have the experience, that want to learn with their own mistakes…. Who won’t. It’s going to be a hard winter in a lot of ways. Wife used to work for a propane/oil/fuel/fuel oil company [corrigan oil] and they had businesses they only dealt with CASH on the barrelhead paid BEFORE pumping. Way to many business jerks like to drag out payment as long as they can which hurts every company they do business with. Lord help any company that does the same thing to them though............................... If there is ANYTHING I have learned it's pay your debts as soon as possible because they likely already have at least some of those funds earmarked for their own payroll and payments to their suppliers. At some point there is no elasticity left in the chain. Corrigan is one of my direct competitors in MI.
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Direction, not intention, determines destination.
Integrity is the essence of everything successful.
Integrity is the essence of everything successful.
|
Originally Posted By Foxtrot08: Corrigan is one of my direct competitors in MI. Originally Posted By Foxtrot08: Originally Posted By fxntime: Originally Posted By Foxtrot08: Originally Posted By Manchu65: Originally Posted By Foxtrot08: Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. I hear ya. My take, and I've said this before...there isn't enough money to pay me to be PGPA for a major right now. Wirth's "I told you so" in Austin, while true, plays a little too clean. The majors talk a lot about integrity and corporate citizenship, but the reality is diesel margins have been fat while the domestic consumer eats a $6/gallon average for the first time ever. I'm a free-market guy, but I'm also been in the industry long enough to know you don't shit where you eat. Anyone can see the export math while a CEO is warning about a "fuel crisis" is a bad look, even if every dollar of it is legal and rational. On the DPA, there's an active provision (Title I) that specifically covers mandatory allocation and pricing of fuel and feedstock. It's not the WW2-era broad price control title, that one's expired. But it's real, and it's fuel-specific. Doesn't matter if it'd survive a court challenge. This administration has shown it'll threaten the maximalist read of its own authority just to force a reaction, real intent or not, and I don't think Wirth wants to be the guy who calls that bluff in public in an election year. He's been around too long, and is too political, to make that mistake twice. My honest read: the industry is playing chicken with an administration that's shown it'll go loud, not just in the press but with whatever tools it can point to. My bet is this gets political before November regardless of who's actually right on the merits. If the House flips, the next round looks a lot like the last four years under Biden, just with different names attached, and the majors end up back where they started post-COVID, maybe worse off. It's a shame the industry keeps taking the black eye for the short-term win instead of playing the long game. I'm not trying to grind an axe here, this is genuinely disappointing to watch from inside the business. I may be living up to my arfcom persona a little much tonight. And I may be sipping on bourbon. But, the very last paragraph is key. It is disappointing. I’m not sure how much the viewers in this thread realize it. The majors are also punishing the little players right now in their own industry. There’s going to be consolidation and bankruptcy in my sector of the industry. When trucking companies or contractors start folding, it’s going to be who dodges the bullet survive. I dodged a bullet recently to the tune of $68,000. A company went bankrupt that I sold fuel to. I stopped selling them right around the time this started because their money was always a little “funny.” A friendly competitor picked up their business and is now eating it because of the bankruptcy. I say friendly competitor because we do business together. We aren’t enemies. We go to dinner together. Etc. But when a 107 year old company walks away from business. There’s normally a reason. He didn’t ask the “why are you doing this?” Will they survive? Yes. But there’s going to be alot of people like me that don’t have the experience, that want to learn with their own mistakes…. Who won’t. It’s going to be a hard winter in a lot of ways. Wife used to work for a propane/oil/fuel/fuel oil company [corrigan oil] and they had businesses they only dealt with CASH on the barrelhead paid BEFORE pumping. Way to many business jerks like to drag out payment as long as they can which hurts every company they do business with. Lord help any company that does the same thing to them though............................... If there is ANYTHING I have learned it's pay your debts as soon as possible because they likely already have at least some of those funds earmarked for their own payroll and payments to their suppliers. At some point there is no elasticity left in the chain. Corrigan is one of my direct competitors in MI. I was never impressed with how it was run BUT I will say they are aggressive as heck trying to pull new business. They snagged up Buddys which is where the wife originally worked at until they bought it. I kind of figured it could be as they were in about the same biz and the same general area in Mich. |
Liberals are a curious mix of communism and fascism, they want to destroy you but want to use your own money to do it.
I'm getting down to the last box, the others have all been destroyed...
I'm getting down to the last box, the others have all been destroyed...
|
Originally Posted By Foxtrot08: Your lighter transmission oils - the ULVs especially - are having significant issues. The light ones are in trouble, and the ULVs in bigger trouble? How's that Kendall LV I bought from you a few months ago looking now, still able to buy it yourself? |
Exposure to views that distress and offend is a form of education unto itself. -U.S. Court of Appeals for the Ninth Circuit in Reges v Cauce
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Originally Posted By fxntime: I was never impressed with how it was run BUT I will say they are aggressive as heck trying to pull new business. They snagged up Buddys which is where the wife originally worked at until they bought it. I kind of figured it could be as they were in about the same biz and the same general area in Mich. Originally Posted By fxntime: Originally Posted By Foxtrot08: Originally Posted By fxntime: Originally Posted By Foxtrot08: Originally Posted By Manchu65: Originally Posted By Foxtrot08: Pay walled but: https://www.wsj.com/business/energy-oil/oil-executives-say-the-great-fuel-crisis-is-here-b6b32030 TL;DR: Chevron CEO Mike Wirth says the fuel crisis oil executives warned would follow a prolonged closure of the Strait of Hormuz has now officially arrived, with the mechanisms that mitigated price and supply risk having "largely now played out" and the system holding nowhere near the buffers it had when the war began, as Trump officials continue to claim the disruption is temporary, per WSJ. Wirth says he has not spoken to Trump since August 3, when Trump attacked him on Truth Social for not crediting the administration and demanded oil companies bring retail prices "DOWN, NOW!" I said in March, I didn’t want to be right. This would be much easier for me to just eat crow and look like an idiot on the Internet. I hear ya. My take, and I've said this before...there isn't enough money to pay me to be PGPA for a major right now. Wirth's "I told you so" in Austin, while true, plays a little too clean. The majors talk a lot about integrity and corporate citizenship, but the reality is diesel margins have been fat while the domestic consumer eats a $6/gallon average for the first time ever. I'm a free-market guy, but I'm also been in the industry long enough to know you don't shit where you eat. Anyone can see the export math while a CEO is warning about a "fuel crisis" is a bad look, even if every dollar of it is legal and rational. On the DPA, there's an active provision (Title I) that specifically covers mandatory allocation and pricing of fuel and feedstock. It's not the WW2-era broad price control title, that one's expired. But it's real, and it's fuel-specific. Doesn't matter if it'd survive a court challenge. This administration has shown it'll threaten the maximalist read of its own authority just to force a reaction, real intent or not, and I don't think Wirth wants to be the guy who calls that bluff in public in an election year. He's been around too long, and is too political, to make that mistake twice. My honest read: the industry is playing chicken with an administration that's shown it'll go loud, not just in the press but with whatever tools it can point to. My bet is this gets political before November regardless of who's actually right on the merits. If the House flips, the next round looks a lot like the last four years under Biden, just with different names attached, and the majors end up back where they started post-COVID, maybe worse off. It's a shame the industry keeps taking the black eye for the short-term win instead of playing the long game. I'm not trying to grind an axe here, this is genuinely disappointing to watch from inside the business. I may be living up to my arfcom persona a little much tonight. And I may be sipping on bourbon. But, the very last paragraph is key. It is disappointing. I’m not sure how much the viewers in this thread realize it. The majors are also punishing the little players right now in their own industry. There’s going to be consolidation and bankruptcy in my sector of the industry. When trucking companies or contractors start folding, it’s going to be who dodges the bullet survive. I dodged a bullet recently to the tune of $68,000. A company went bankrupt that I sold fuel to. I stopped selling them right around the time this started because their money was always a little “funny.” A friendly competitor picked up their business and is now eating it because of the bankruptcy. I say friendly competitor because we do business together. We aren’t enemies. We go to dinner together. Etc. But when a 107 year old company walks away from business. There’s normally a reason. He didn’t ask the “why are you doing this?” Will they survive? Yes. But there’s going to be alot of people like me that don’t have the experience, that want to learn with their own mistakes…. Who won’t. It’s going to be a hard winter in a lot of ways. Wife used to work for a propane/oil/fuel/fuel oil company [corrigan oil] and they had businesses they only dealt with CASH on the barrelhead paid BEFORE pumping. Way to many business jerks like to drag out payment as long as they can which hurts every company they do business with. Lord help any company that does the same thing to them though............................... If there is ANYTHING I have learned it's pay your debts as soon as possible because they likely already have at least some of those funds earmarked for their own payroll and payments to their suppliers. At some point there is no elasticity left in the chain. Corrigan is one of my direct competitors in MI. I was never impressed with how it was run BUT I will say they are aggressive as heck trying to pull new business. They snagged up Buddys which is where the wife originally worked at until they bought it. I kind of figured it could be as they were in about the same biz and the same general area in Mich. Just difference in running businesses. I’m not going to tell them how to run their business. We take a very slow approach to new business. To me, a new customer is a commitment. That we can give everything we can to them, so their business can grow. We sell quality products at a competitive price, with excellent service. Have for 107 years. I’m not going to sacrifice my service to my customers that have been with us longer than I’ve been alive, for a new customer. I’m going to make sure I can support that customer with the same service first. Other companies just chew through new customers. They encourage that financially with their sales reps. A customer to my sales reps, is a forever customer. We rarely lose customers. But, we technically grow more slowly. |
Direction, not intention, determines destination.
Integrity is the essence of everything successful.
Integrity is the essence of everything successful.
|
Originally Posted By PepePewPew: The light ones are in trouble, and the ULVs in bigger trouble? How's that Kendall LV I bought from you a few months ago looking now, still able to buy it yourself? Originally Posted By PepePewPew: Originally Posted By Foxtrot08: Your lighter transmission oils - the ULVs especially - are having significant issues. The light ones are in trouble, and the ULVs in bigger trouble? How's that Kendall LV I bought from you a few months ago looking now, still able to buy it yourself? It is our most allocated product. I have a ton on order. But, all I have in stock right now, is what I have. I’ll be honest. A huge customer tried to order a bunch of drums of motorcraft ULV today from me. And I had to say no. I don’t have it. I have Kendall ULV. But again, I’m not sure when I’m getting more. |
Direction, not intention, determines destination.
Integrity is the essence of everything successful.
Integrity is the essence of everything successful.
|
Stopped in to Walmart this evening to grab a couple things. Figured I’d swing by the oil section and grab a couple more jugs of VRP 5W30. Plenty on the shelf, but prices are up of course. $35 per 5 qt. jug, not horrible but about $10 more than I bought it last time. Quite the mix of Dexos and non-Dexos labeling on the shelves too. I also noticed that they’ve started putting the metallic security UPC tags on the oil now. |
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Originally Posted By 4FishLimit: Stopped in to Walmart this evening to grab a couple things. Figured I’d swing by the oil section and grab a couple more jugs of VRP 5W30. Plenty on the shelf, but prices are up of course. $35 per 5 qt. jug, not horrible but about $10 more than I bought it last time. Quite the mix of Dexos and non-Dexos labeling on the shelves too. I also noticed that they’ve started putting the metallic security UPC tags on the oil now. I'd bet a whole lot of unsavory people are trying to ''return'' used oil in the original container for a refund. |
Liberals are a curious mix of communism and fascism, they want to destroy you but want to use your own money to do it.
I'm getting down to the last box, the others have all been destroyed...
I'm getting down to the last box, the others have all been destroyed...
How do I get out of this chickenshit outfit?
Joined:
Feb 2011
Posts:
16653
EE: 100% (22)
TX, USA
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Originally Posted By 4FishLimit: Stopped in to Walmart this evening to grab a couple things. Figured I’d swing by the oil section and grab a couple more jugs of VRP 5W30. Plenty on the shelf, but prices are up of course. $35 per 5 qt. jug, not horrible but about $10 more than I bought it last time. Quite the mix of Dexos and non-Dexos labeling on the shelves too. I also noticed that they’ve started putting the metallic security UPC tags on the oil now. $10 doesn’t sound like a lot until you look at it as a % increase. The difference between $25 and $35 is 40%. Definitely not trivial. |
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Originally Posted By Foxtrot08: I have Kendall ULV. But again, I’m not sure when I’m getting more. I figured the ULV shit with the shitty shelf life was going to be a bigger problem than non-Toyota motor oils. Dexron VI is just LV, not ULV, am I right? |
Exposure to views that distress and offend is a form of education unto itself. -U.S. Court of Appeals for the Ninth Circuit in Reges v Cauce
Foxtrot08 makes an oil thread! (Page 152 of 161)
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