John Psaltis
63.3K posts

John Psaltis
@JohnPsaltis
@johnpsaltis.bsky.social












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







Trump says Iran is very unfairly blocking the Strait of Hormuz because the US has already won the war. “It’s even unfair on their part. We already won! They have no right to keep doing what they’re doing.” Who else watching this 💩 show in complete horror?















