EIGHT WEEKS TO EMPTY SHELVES. SIXTY DAYS TO FAMINE.

[CousinIT]

https://substack.com/home/post/p-196912511

. . .

If you can hear me, your life depends on what is in this article. I am not being dramatic. I am not overstating this. I am telling you that the data says the United States of America will run out of usable oil by July 4, 2026. Europe will run out this month. The food system that feeds you runs on diesel. Diesel runs out first.

. . .

U.S. distillate inventories (diesel and jet fuel combined) are 11 percent below the five-year average and at the lowest levels since 2005. In Michigan, diesel hit $6.00 per gallon. In the Great Lakes region, it is above $6.00. In California, projections range from $6.00 to $8.90 per gallon depending on how long the crisis continues.

Diesel is not a luxury fuel. Diesel is the blood supply of the American economy. Seventy percent of all agricultural and food products in the United States are transported by truck. Every truck runs on diesel. Every tractor in every field runs on diesel. Every combine harvester runs on diesel. Every refrigerated trailer keeping food cold on its way to your grocery store runs on diesel. Every freight train pulling grain cars runs on diesel.

When diesel becomes scarce, trucks stop moving. When trucks stop moving, food does not get picked up from farms. It does not get delivered to processing plants. It does not get driven to distribution centers. It does not arrive at grocery stores.

This is not inflation. Inflation is when prices go up. This is when the shelves go empty because there is nothing to put on them. There is nothing to put on them because there is no fuel to move the food from where it grows to where you live.

[hedda_foil]

1. This writer isn't an authority on the subject. His opinion is no more valuable than any of us.

[A HERETIC I AM]

7. But but but...He's a "spiritual guy"!

I was a professor, a social justice journalist, a consultant, and eventually a PhD fellow at Pondicherry University in India, where I studied Indian spirituality, cultural studies, and the writings of Tagore. I hold an Honorary Professorship at the School of Ancient Wisdom in India. My academic work in nursing education is used in more than fifty universities. I left academia in 2018 to focus full time on writing, art, and the work you are now reading.

That CLEARLY makes him a competent authority on the international oil distillates market and supply chain.

Doncha think?



https://substack.com/home/post/p-196952936

[in2herbs]

8. There was an article posted a week or so stating that the last tanker of oil had reached LA. That gives US

about 60 days, unless F45 dips into our reserves which can't be replenished because we're out of oil to replenish our reserves.

No oil, no transportation, no food, no feed for stock.

[Walleye]

2. Maybe Maga will notice when there's a shortage of cheap beer

[Metaphorical]

3. It is inflation.

Most inflation is due to supply side shocks initially, then price gouging until warehouse storage costs becomes an issue. This was what happened with the pandemic, its what's about to happen now.

Milton Friedmans contention that inflation is due to increasing the money supply is mostly wrong, but moreover its too simplistic. The connection between money supply and inflation is weak, but every major increase in prices is directly correlated to exogenous shocks and supply chain disruptions.

[bearsfootball516]

4. This is sensationalism.

There's no doubt that the longer the war in Iran goes on, the more it impacts us.

But claiming that we'll be in famine 60 days from now is absurd.

[Jilly_in_VA]

5. This is why

I buy from a farm stand. Fresh and local food. Sure, it's more expensive, but worth it. And why I have a stockpile of dried beans and such. It will keep us going for awhile.

[oasis]

6. July 4th. Smack dab on Trump's celebration day.

[Srkdqltr]

9. Please remember back to 1999 if you will. Airplanes will fall out of the skies, elevators will fall, ATMs wont give $$$

Remember?? None of that happened.
This time prices will go up no doubt.

[NBachers]

10. Worth reading

[sarisataka]

11. Should I panic?

Move to a country that produces oil?

[Qutzupalotl]

14. No. We produce oil.

We are one of the world’s top producers, in fact. I think the OP blogger is being hyperbolic .

[popsdenver]

12. You can bet your sweet ass

that the Republicans have a humongous reserve of Jet Fuel, so their fearless leader can continue his weekly trips on AFOne to his Golf resorts..........

[JoseBalow]

13. Cool story bro

[roamer65]

15. I expect reinstatement of the oil export ban.

Diesel will be very expensive but will be available. We are headed for 1970’s style “odd and even” gasoline rationing again.

[swong19104]

16. Buy canned goods now.

And lots of dry pasta.

[eppur_se_muova]

17. The US has been exporting more oil and petroleum products than it imports since August 2021.

Updated Mar 2, 2026
by the USAFacts team

In 2025, the US exported more crude oil and petroleum products than it imported.

Crude oil is a fossil fuel that can be refined into petroleum products such as jet fuel and gasoline. The US used to consistently import more petroleum and crude oil than it exported. But exports exceeded imports starting in October 2019. It’s been a net exporter in all but seven months since then.

In 2025, the US exported 35% more oil than it imported.

Of all petroleum exports, 37% was crude oil.

Of the petroleum and crude oil that the US imported in 2025, the majority was from Canada. The top five exporters to the US were:
Canada (57%)
Mexico (6%)
Saudi Arabia (4%)
Iraq (3%)
Brazil (3%)
The remaining 27% came from 63 other countries, territories, or other areas of special sovereignty.

https://usafacts.org/articles/is-the-us-a-bigger-oil-importer-or-exporter/ (links to datasets to explore)