[kbenson]

> the weekly fuel consumed is exactly the same

That assumes people fill up every week. Not everyone does, it really depends on the amount of driving they do and size of their tank.

> Of course a nation of half-full cars suddenly filling them to the brim demands much more fuel during the (short) period of time over which they make that transition, but that shouldn't create an expectation of drastically increased future _consumption_ of fuel.

Isn't that what's being stated? That there's no actual industry shortage, just a short term shortage and demand spiked unexpectedly for a day or two but to such a degree that the normal per-station reserves and delivery cycle was unable to cope? The expected result would be that the following days or even weeks (to a lesser degree) would see reduced demand, since it's less an increase or decrease in demand overall but really just a shift of some future demand to the present.

[kristjansson]

s/weekly/per unit time/g

But to the broader point, perhaps I misread. I fixated on the ‘cannot be kept up with’ bit which I read as implying a change in expected future consumption, but I see could also be read as a referring specifically to the demand shock.