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Re: Potential DEF shortage?
[Re: 83mvp]
#8620732
06/15/22 11:58 AM
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Joined: Jul 2019
Posts: 14,920
Hudbone
THF Celebrity
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THF Celebrity
Joined: Jul 2019
Posts: 14,920 |
Thinking about getting into my status symbol and go get a taco at Granzins. No wait, maybe I'll start up the Scrambler.
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Re: Potential DEF shortage?
[Re: DukeCigars]
#8620914
06/15/22 03:21 PM
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Joined: Sep 2008
Posts: 6,696
Cochise
THF Trophy Hunter
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THF Trophy Hunter
Joined: Sep 2008
Posts: 6,696 |
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.
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Re: Potential DEF shortage?
[Re: 83mvp]
#8621259
06/15/22 11:45 PM
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Joined: Nov 2009
Posts: 3,909
leswad
Extreme Tracker
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Extreme Tracker
Joined: Nov 2009
Posts: 3,909 |
FJB
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