Fall fuel

[biglentil]

Ugly situation developing. Rates spiking, cpi screaming higher the already squeezed consumer is getting pummeled. There is no going back to Jan 2026, there has been a structural geopolitical shift that cannot be undone. The hegemony of the USD and the petrodollar is over.

Consumers will piss and moan at high fuel prices, but what do they do if unavailable?

[biglentil]

Wiseguy I would fill the tanks, more pain coming imo.

[Wiseguy]

Wont filling at coop or flying j

Too high

[foragefarmer]

Every second day, "We have a Deal" meanwhile diesel prices keep climbing. Nothing but market manipulation.

"Thank Donald" only one post identifying the cause, gets no "LIKES" for posting the truth .

Mighty quiet thread for the unwarranted expense Trump has brought upon all of us.

Tough to be critical now, eh guys. Save Face. Agriville Trumpers

Now back to TCB.

[AlbertaFarmer5]

It never ceases to astound me how anyone in the commodity production business could complain about higher commodity prices.

[shtferbrains]

The extreme crack spread is an indication of a shortage of refining capacity that is a world wide problem that has been coming for a long time and won't go away soon. The wars are a contributor, Russia has banned exports, California regulated 2 huge refineries to closure requiring imports from Asia as they have no pipelines from the gulf coast.
Refineries are the ultimate NIMBY target. California is just an example of what is going on in G20 countries.
We don't want to do any ot that dirty stinking stuff anymore so surprisingly, industry goes elsewhere, mostly Asia.
Jet fuel and Diesel volumes can be shifted as a % of the crack and JP shortages are real .
Diesel used to be cheaper than gas but now the spread seems to keep widening.
Trump might be benefiting from the volitility but I don't think he can fix it.

JMHO,

Just to add, Western Canada is a net exporter of Diesel, like Nitrogen,
Our western heavy crude cracks a higher % of diesel. Shouldn't be a risk of actual significant shortages here unless they pump the tanks dry on demand from regular customers in the northern states?
The fact that Heavy gives more Diesel is probably part of the reason for Trump's renewed interest in a pipeline?

[agstar77]

1.70 Monday from Coop.

[makar]

Try 1.91 coop ufa 2.00.

[biglentil]

Probably nothing