
Banking Day
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Banking Day
@bankingday
News and commentary on banking in Australia and New Zealand. https://t.co/r2pmRAzsIc



My live tracking confirms the diesel problem in real time. I'm independently monitoring 28 inbound fuel tankers from 9 open sources (port schedules, AIS satellite, fixture reports). The numbers: Diesel burns at ~92 ML/day. Petrol at 44. Jet at 25. Same diesel-skew you've identified — and it shows up starkly in the forward projection. With verified-only supply, diesel exhaustion is projected ~16 May. Petrol? Beyond 90 days. The diesel gap is the crisis. I've built a live model showing exactly this at fuelaustralia.org/reserves — toggle between "Verified" and "Est. Flow" to see the range of outcomes. Also a tool to look at some solutions... Would be interested in your take on the structural storage gap. Australia's 25-day reserve has been the norm for years — the crisis just exposed what was always there. Agree with your EV point. Mining, agriculture, trucking, and defence can't electrify overnight. 33,500 ML/year of diesel demand doesn't disappear with passenger EVs — you need green ammonia for shipping, e-fuels for aviation, and battery-electric haul trucks for mining (see the long-term vision page). fuelaustralia.org

I have repeatedly met serious sounding intelligent people - Jews - who quote the promise of Genesis as a justification for policies today. It’s (part of) what Palestinian aspirations are up against.


















