NEVER UNDERESTIMATE JOE’S ABILITY TO, WELL, YOU KNOW:
Get ready for the catastrophic DEF shortage.
“DEF is the acronym for 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 (made from natural gas) and 33% de-ionized water. DEF is kept in a separate tank in the truck and the trucks using it will not start unless the DEF system is working properly. There are regulators inside the engine that mix DEF with the diesel exhaust to reduce diesel emissions. That’s the purpose of DEF. . . . So: US urea imports are falling, US DEF imports are falling. And US domestic manufacture of DEF is likewise falling and may very quickly turn critical. But what about consumer sales? How will that be affected? Let’s connect some dots. Here is dot one, Flying J and the Union Pacific railroad. . . . Remember that the trucks will not run if their DEF tanks run dry. DEF is sold through the same pumps at fuel stations as diesel fuel is. If a driver cannot fill both tanks, he can only park the truck.”
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