June 14, 2022

NEVER UNDERESTIMATE JOE’S ABILITY TO, WELL, YOU KNOW: Get ready for the catastrophic DEF shortage. “DEF is the acronym for Diesel Exhaust Fluid. Every diesel truck that has been made since 2010 is required to use it. It’s a product made of 67% urea (made from natural gas) and 33% de-ionized water. DEF is kept in a separate tank in the truck and the trucks using it will not start unless the DEF system is working properly. There are regulators inside the engine that mix DEF with the diesel exhaust to reduce diesel emissions. That’s the purpose of DEF. . . . So: US urea imports are falling, US DEF imports are falling. And US domestic manufacture of DEF is likewise falling and may very quickly turn critical. But what about consumer sales? How will that be affected? Let’s connect some dots. Here is dot one, Flying J and the Union Pacific railroad. . . . Remember that the trucks will not run if their DEF tanks run dry. DEF is sold through the same pumps at fuel stations as diesel fuel is. If a driver cannot fill both tanks, he can only park the truck.”

Bottom line: “Unless the nation’s truckers can refill with Diesel Exhaust Fluid, the trucks will stop. Literally. DEF production is about to crater and the country’s largest truck-fueling company, Flying J, has been directed by Union Pacific railroad to decrease its DEF-receiving shipments by 50 percent or be 100 percent embargoed. Unless resolved, this demand may cause countless thousands of 18-wheelers to be force-parked very soon, perhaps starting this month. That would be a very, very terrible event, because according to the federal Bureau of Transportation Statistics, the trucking industry transports almost three-quarter of all goods shipped in the country. Union Pacific’s largest two shareholders are Vanguard and BlackRock. Vanguard’s largest shareholder is BlackRock. BlackRock’s key figure for strategy and policy is Tom Donilon, President Obama’s former National Security Advisor. Donilon’s wife, daughter, and brother work at the Biden White House. There is no wand to be waved to make the DEF shortage simply disappear. But doing nothing is both reprehensible and indefensible. There is no one better positioned to bring this looming catastrophe to the front burner than two men and two women named Donilon. Yet nothing is exactly what is being done. Why? Well, draw your own conclusions.”

UPDATE: A Knoxville friend writes: “Ha, Rural King literally had pallets of 2.5 gallon DEF containers in their stores. $6.99, then $9.99. Now none. Same at Walmart. Tractor Supply etc. All of the newer ag equipment, tractor’s, combines etc require DEF. Talk about food shortages!”

We just need a hack so it’ll run without it. But EPA will probably block this. I liked it better when Atlas Shrugged was just a novel.

ANOTHER UPDATE: They were warned this was coming 6 months ago: The DEF Shortage – As Prices Rise, Supply Challenges Continue.

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