Author Topic: Shortages & JIT Problems  (Read 4626 times)

RE

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NZ is also short on Jet Fuel.

https://www.usatoday.com/story/travel/airline-news/2022/12/11/orlando-international-airport-could-run-out-fuel-sunday/10877704002/

Orlando Airport could run out of fuel Sunday night. Here's what travelers should know.

RE

Bummer for a single airport I suppose. Good news being according to data, distillate stocks are up for the 10th week in a row.   The solution to diesel doom is apparently...go make some more.

Jet Fuel isn't Diesel.

RE

FarmGirl

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Bummer for a single airport I suppose. Good news being according to data, distillate stocks are up for the 10th week in a row.   The solution to diesel doom is apparently...go make some more.

Jet Fuel isn't Diesel.

RE

Quite true. But both are distillates. And distillates are up! Robert Rapier wrote about this weeks ago, the why, and the solution that was already kicking into motion. They should have read his work prior to getting excited. Supplies/imports were redirected to handle the Russia drop off of their imports, and  distillate inventories have been reflecting it for months now. Folks with tractors and farm equipment and those who fly can kick back and relax a little bit now I suppose.

Jet A and Jet A-1 are very similar to diesel in physical characteristics. The beauty of them being so similar is that when diesel imports arrive, refineries here in the US can kick over to making more of the other one. And the best news of all is that there is just more to go around. Diesel and jet fuel doom averted. Or in this case, has been dodged for months now, but that doen't get you web hits I suppose.Now supplies need to continue increasing to get the distillate price premium back into balance with MoGas.

Has anyone seen this cool movie, can't recall its name, where a newspaper editor was schooling a reporter on how to report the news? I've never forgotten it in this internet age. The young reporter was being told that bold, action, bad news things made great front page news. And the reporter just couldn't think of anything, so the editor person waved at the skyline (they were walking along a bluff with the ocean behind them) and said "what do you see?". And the new reporter said "some waves, a squall off in the distance" and the editor said "well there is your headline! Storm approaching, town in danger!!" and the reporter reacted poorly and said..."but it isn't true!" and the editor said, "how do you know? Look at that thing! It is big and scary and just because it is off in the distance and  no one is worried now doesn't mean you can't juice up the story a little!". The reporter says, "but what if the storm doesn't hit, and just keeps heading up the coast or out to sea?" and the editor says, "well then you have the next days headline, 'disaster avoided, town is saved!'".

I've always kept that story in mind, when reading the various claims on the internet on how terrible something is going to be tomorrow. The problem being, afterwards, the folks who wrote the first headline never bother to write the second one, they just keep looking for the exciting hook story when the last one turned out to be the storm heading back out to sea.



  What are distillates?

Distillate
Generally, the distillate products are considered to include:

Kerosene
Jet fuel
Diesel
Heating oil
Industrial gasoil (IGO)
Marine gasoil (MGO)

« Last Edit: December 16, 2022, 03:59:57 pm by FarmGirl »

RE

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Bummer for a single airport I suppose. Good news being according to data, distillate stocks are up for the 10th week in a row.   The solution to diesel doom is apparently...go make some more.

Jet Fuel isn't Diesel.

RE

Quite true. But both are distillates. And distillates are up! Robert Rapier wrote about this weeks ago, the why, and the solution that was already kicking into motion. They should have read his work prior to getting excited. Supplies/imports were redirected to handle the Russia drop off of their imports, and  distillate inventories have been reflecting it for months now. Folks with tractors and farm equipment and those who fly can kick back and relax a little bit now I suppose.

Jet A and Jet A-1 are very similar to diesel in physical characteristics. The beauty of them being so similar is that when diesel imports arrive, refineries here in the US can kick over to making more of the other one. And the best news of all is that there is just more to go around. Diesel and jet fuel doom averted. Or in this case, has been dodged for months now, but that doen't get you web hits I suppose.Now supplies need to continue increasing to get the distillate price premium back into balance with MoGas.

Has anyone seen this cool movie, can't recall its name, where a newspaper editor was schooling a reporter on how to report the news? I've never forgotten it in this internet age. The young reporter was being told that bold, action, bad news things made great front page news. And the reporter just couldn't think of anything, so the editor person waved at the skyline (they were walking along a bluff with the ocean behind them) and said "what do you see?". And the new reporter said "some waves, a squall off in the distance" and the editor said "well there is your headline! Storm approaching, town in danger!!" and the reporter reacted poorly and said..."but it isn't true!" and the editor said, "how do you know? Look at that thing! It is big and scary and just because it is off in the distance and  no one is worried now doesn't mean you can't juice up the story a little!". The reporter says, "but what if the storm doesn't hit, and just keeps heading up the coast or out to sea?" and the editor says, "well then you have the next days headline, 'disaster avoided, town is saved!'".

I've always kept that story in mind, when reading the various claims on the internet on how terrible something is going to be tomorrow. The problem being, afterwards, the folks who wrote the first headline never bother to write the second one, they just keep looking for the exciting hook story when the last one turned out to be the storm heading back out to sea.



  What are distillates?

Distillate
Generally, the distillate products are considered to include:

Kerosene
Jet fuel
Diesel
Heating oil
Industrial gasoil (IGO)
Marine gasoil (MGO)

Whack-a-mole.

RE