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Re: Potential DEF shortage? [Re: 83mvp] #8620732 06/15/22 11:58 AM
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Thinking about getting into my status symbol and go get a taco at Granzins. No wait, maybe I'll start up the Scrambler.

Re: Potential DEF shortage? [Re: DukeCigars] #8620914 06/15/22 03:21 PM
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Originally Posted by DukeCigars
I work in the trucking parts industry and work/sell for the largest (domestic) DEF producer out there

There are DEF shortages coming, but not as bad as some paint it to be. Our manufacturer is still filling orders and strategically adding new customers. We do not supply Union Pacific nor Flying J/Pilot with their stuff, but the numbers in there are accurate (UP cutting half the supply to Pilot/Flying J by 50% and Pilot/FJ has 30% of the market). This is more of their core supplier having issues more than the market itself being messy

Urea comes from fertilizer and those shortages are slowing domestic production. My MFR is almost all domestic production, so import numbers don’t impact us as much

That being said, I have told my neighborhood buddies with diesels that haven’t deleted their systems to grab a few extra jugs


So WHO owns Union Pacific?

Hedge funds. With Vanguard and Blackrock being two of the biggest.

Who is out there buying up any property they can? Same players.

Once you realize it's the same players across multiple sectors of the economy - maybe you'll realize this is all by design.

Re: Potential DEF shortage? [Re: 83mvp] #8621259 06/15/22 11:45 PM
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