Official energy telemetry reveals that U.S. distillate reserves have plunged below the critical 100-million-barrel threshold for the first time since 2003. Despite political narratives and paper market optimism driving prices down toward $103 per barrel, domestic refineries are heavily overextended at 94.5% capacity while facing severe supply chain constraints. Maritime choke points like the Strait of Hormuz remain heavily restricted, exacerbating the overall scarcity of physical petroleum products. Consequently, operational directives mandate an immediate transition to strict fuel conservation and complete independence from municipal supply lines. Internal protocols urge leaders to ignore superficial market noise and instead prioritize on-site fuel security ahead of peak winter demands.
AV PodCast - The US Diesel Shortage - Priority Report
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Hormuz Blockade and the Global Polycrisis
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