[Jtsummers]

6 weeks stored isn't surprising, but what's happening now is that they are getting their last deliveries from the Gulf (those ships that left before this idiotic war began). They won't be getting resupplied until the Strait of Hormuz is open and then probably weeks after that for the deliveries to arrive.

[jzb]

In some ways it's as if the universe is conspiring to stop people traveling so much and burning so many fossil fuels. When COVID hit, we had severe curtailing of travel for a while. Now we have insanity fueling (heh) another disruption that may cause a even larger hit to travel. This story is about air fuel, but I'm sure that we'll be seeing similar effects at some point for cars, etc.

[OgsyedIE]

I'm sure it's just that we have the combination of economics that value hyperconnectedness and politics that are skeptical if not negative on hyperconnectedness. New problems will keep showing up, up until the day it changes.