We're Out

 We're Out!

Baby Formula was just a test run... Do you know what DEF fluid is? It's 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 fertilizer and 33% distilled water. Every diesel truck you see driving down the road today has to have this product to drive. The engines won't start without it. There are regulators inside the engine that mix DEF with the Diesel to reduce Diesel emissions. That's the purpose of DEF.

Right now, Russia is the largest exporter of Urea by a wide margin. Qatar is second. Egypt and China are Tied for 3rd. Both Russia and China have decided to no longer export Urea. On top of that, India is the largest manufacturer of Urea in the world even though they consume most of what they make. What little they would export..........they no longer do. They are now stopping the exportation of any and all Urea minus a deal they just cut with Sri Lanka.

What does this mean for you and me? Well, first, the United States imports most of it's Urea fertilizer. We are the third largest importer in the entire world. We depend on other countries to eat, drive and ship our products.

Secondly... Flying J is the largest Service provider for Truckers around the Unites States. I'm sure you've seen their massive gas stations when traveling around the country. Flying J gets 70% of their DEF fluid from shipments via Union Pacific railroad. UP has single user access to the Fertilizer plants that Urea/DEF fluid comes from. No other rail provider has access to these distribution points. This means Flying J can't just go around Union Pacific. Union Pacific is in charge....for a reason I'm gonna mention in a few paragraphs.

Flying J provides 30% of all DEF consumed in the United States. UP has told Flying J to reduce their shipments by a whopping 50%. And if they do not comply then they will be completely embargoed. That would in effect bankrupt FJ. This means that 15% of all DEF consumed by truckers in the US is no longer available at the largest travel service center for the entire trucking industry.

Rome rotted from the inside out. It was easily invaded because it was occupied with internal problems. It appears we have discovered the Trigger. DEF fluid. If this holds up, DEF shortages will be the catalyst that causes food shortages in the coming months. Not only is there a shortage of fertilizer to grow crops in drought-stricken states (See Kansas' drop in wheat production for 2022)....but....now it looks like, unless the Federal Government intervenes via the Defense Production Act, ...which I am no longer confident they will....there is gonna be an absolute massive shortage of trucking in the coming months.

There simply isn't going to be DEF fluid sufficient to keep the engines running and moving. Home Depot is now limiting the amount of DEF you can buy in their stores.

I would think long and hard about the decisions you are making right now. Where you live. What you spend money on. How you prepare. This is so real that the CEO of Flying J, Shameek Konar was summoned to a Surface Transportation Board hearing to give them all this info.

From what I'm reading....Blackrock is the majority shareholder of Union Pacific railroad. How is that important? Americas biggest fertilizer producer is CF Industries. Their largest shareholder is Blackrock. Blackrock controls the fertilizer industry in the U.S..

Union Pacific has exclusive rights to distribution points of fertilizer. Urea is fertilizer. Flying J needs Urea/DEF. Blackrock is controlling everything.