Are We Sleepwalking into a Diesel Shortage?(thehonestsorcerer.substack.com)

thehonestsorcerer.substack.com

Are We Sleepwalking into a Diesel Shortage?

https://thehonestsorcerer.substack.com/p/are-we-sleepwalking-into-a-diesel

2 comments

bormaj7개월 전

Interesting article, but about halfway through what was a convincing analysis of an ongoing diesel shortage turned into a fear piece on the US/China relations and a corresponding economic collapse.

Diesel production capacity is limited and shrinking. Demand is there, albeit sticky (due to certain demand sources that are not easily electronified) and shrinking at a slower pace (due to slowing global economic growth). Rather than discussing a hypothetical blockade of Chinese oil imports, I wish the author would have addressed more probable short term outcomes re: supply/demand shock triggers and possible market plays.

Feel like this was a missed opportunity to look at recent geopolitical events under a more nuanced lens.

chasing0entropy7개월 전

Legit article, I understand 2/3 of the financials I read stating medium crude supply has been at critical levels for a decade, suppliers are letting their reserves run dry, prices are going to go bananas soon.

My armchair click to robinhood bet conclusion is Calls on petroleum, Puts on cruise liners.