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re: Refineries Are Now the Main Chokepoint for Global Energy Supplies

Posted on 9/20/26 at 9:59 am to
Posted by Stat M Repairman
Member since Jun 2023
3638 posts
Posted on 9/20/26 at 9:59 am to
quote:

Second and Third World countries


Wild what after 40-years of politicians championing globalism, free trade and that the internet would usher in a new era of peace and prosperity ...

We back to the 1st 2nd and 3rd world model starting with BRICS v USD.
Posted by LSUFanHouston
NOLA
Member since Jul 2009
41898 posts
Posted on 9/20/26 at 10:03 am to
When you outsource to other countries, you take on the risk of wfat happens in those other countries and along the trade routes from those other counties.
Posted by Ben Rumson
Anywhere but a town
Member since Sep 2026
82 posts
Posted on 9/20/26 at 10:07 am to
quote:

momentum is now growing to ban exports of the fuel to lower prices ahead of the midterm elections.


quote:

Finally some America First ideas


Didn't realize America first ideas included eliminating free market capitalism for government controlled socialism.

You must be one of those lefties
Posted by Ben Rumson
Anywhere but a town
Member since Sep 2026
82 posts
Posted on 9/20/26 at 10:16 am to
Maybe someone here can explain what is happening on the Red Sea side of the Middle East.

Gulf countries go to great effort to get the oil piped from the east side of Saudi Arabia to the Red Sea side which initially was a success in reducing the impact of Iran's control of oil through Hormuz.

Then the Houthis come out of their holes to mass large open attacks on the Red Sea side of the peninsula and we just watch it happen?

That is when oil started this latest spike.

Haven't seen a good explanation from the administration or the lame stream media as to why we didn't attack them.
This post was edited on 9/20/26 at 10:17 am
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
80292 posts
Posted on 9/20/26 at 10:21 am to
Houthis are backed by Iran. Iran opened up a second front by putting the houthis into action.

Saudi sends a lot.of oil and refined products into Europe from Yanbu area (west saudi) as well as exports to East Asia through BAM strait.

Killing the east-west pipeline two weeks ago basically cut off that export route. Allegedly they will get some capacity back on the pipeline in the next few weeks but it is just a bandaid and the pipeline is fully exposed.

Some talks that Trump has some sort of agreement with the Houthis, which seems unlikely. Really I think they just can't/ won't expand the war and will let Saudi handle.it. although if you read into the last 24hrs of Israel/US meetings then you might be inclined to believe it is about to get a lot worse.
This post was edited on 9/20/26 at 10:26 am
Posted by Ben Rumson
Anywhere but a town
Member since Sep 2026
82 posts
Posted on 9/20/26 at 10:34 am to
I only saw one short clip of the Saudi's "handling" the Houthi situation.

Reminded me of the scene from Monty Python where the knights are running away from the cave rabbit.
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
80292 posts
Posted on 9/20/26 at 10:35 am to
Yep. The Saudi's count on the US for protection so they keep a weaker military to prevent a coup.

Only problem is they can't respond that great right now. But no worries, we are about to send them some F35s. Never has sending a middle east country weapons worked out bad for us.
Posted by AllDayEveryDay
The Sticks
Member since Jun 2015
9957 posts
Posted on 9/20/26 at 10:45 am to
Time to get back into refining, gotta get them truck nuts reinstalled.
Posted by Ben Rumson
Anywhere but a town
Member since Sep 2026
82 posts
Posted on 9/20/26 at 10:46 am to
We always seem to be hesitant to react.

We try to overthrow Iran 2 months after the internal uprising had started and been put down with the loss of thousands of Iranian patriots,

then we have hundreds of Houthis running around in a wide open desert in their Toyotas and we just watch.
Posted by tigerinthebueche
Member since Oct 2010
38344 posts
Posted on 9/20/26 at 10:49 am to
quote:

The geopolitical downside is we basically tell our allies, “when things get tight, you’re on your own,” which makes us look less reliable and gives Russia and China more room to gain influence.


Well considering the rest of the world has told us about as much regarding the Iran conflict, I’m more than happy to tell every other cock sucker on the planet to eat shite, you’re on your own.
Posted by Mung
Ba’on Rooj
Member since Aug 2007
9586 posts
Posted on 9/20/26 at 10:53 am to
Russia FAFOed. But like our frick ups, they affect the entire world and not just them.
Posted by Ben Rumson
Anywhere but a town
Member since Sep 2026
82 posts
Posted on 9/20/26 at 10:55 am to
quote:

Well considering the rest of the world has told us about as much regarding the Iran conflict, I’m more than happy to tell every other cock sucker on the planet to eat shite, you’re on your own.


Yeah, well Trump beat you to it.

He told most of our allies to eat shite, you're on your own BEFORE he decided to start a war with Iran, besides all the economic attacks on them with his tariff crap,

What did you expect them to do, go to Trump on their hands and knees like Maga does?

Posted by Ben Rumson
Anywhere but a town
Member since Sep 2026
82 posts
Posted on 9/20/26 at 10:58 am to
Also, there was no consensus beforehand. He didn't include our allies in the planning or any discussion before hand, he just jumped in with Israel and then when things didn't go as planned as they never do with Trump, it was then that he asked for their help.

Anyone criticizing what use to be our allies for not jumping into what they already knew was a very bad idea, just really isn't able to follow the plot.
Posted by Schmelly
Member since Jan 2014
16680 posts
Posted on 9/20/26 at 10:59 am to
Well if they’d quit shutting refineries down & selling them off for parts like they’re doing at Motiva maybe we wouldn’t have this problem
Posted by Ben Rumson
Anywhere but a town
Member since Sep 2026
82 posts
Posted on 9/20/26 at 11:08 am to
quote:

Well if they’d quit shutting refineries down & selling them off for parts like they’re doing at Motiva maybe we wouldn’t have this problem


Someone on here posted an informative article last week on how that came about.

Refineries were not restarted with the rebound from Covid. Refinery profit rates quadrupled with the increase in demand but without the corresponding increase in supply.

Our government that is supposed to be looking out for us evidently did not ask questions.

Oil and Gas political donations increased during this time from $50 million to $220 million or so in 2024, 88% of it going to republican candidates and PACs.
(according to the article)
This post was edited on 9/20/26 at 11:09 am
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
80292 posts
Posted on 9/20/26 at 11:30 am to
quote:

Refineries were not restarted with the rebound from Covid. Refinery profit rates quadrupled with the increase in demand but without the corresponding increase in supply.

Our government that is supposed to be looking out for us evidently did not ask questions.


Refiners didn't have money to restart those refineries after covid. Demand also dropped in the years following the rebound causing terrible earnings and consolidation. People are laughing at California for closing refineries but the closures are in response to demand falling off and the refineries not being profitable enough.
Posted by Powerman
Member since Jan 2004
175933 posts
Posted on 9/20/26 at 11:32 am to
quote:



Finally some America First ideas

Holy shite you're retarded

It literally says their motivations are strictly for short term political gain right there in front of you
Posted by fightin tigers
Downtown Prairieville
Member since Mar 2008
80292 posts
Posted on 9/20/26 at 11:36 am to
Congress let out early to prevent the guy in charge from being brought up on charges.

Very unlikely this ban gets any traction.
Posted by Turbeauxdog
Member since Aug 2004
24286 posts
Posted on 9/20/26 at 11:44 am to
quote:

Great for us in the short term but eventually domestic producers would cut production if they can't sell into the higher-priced markets


They'll have to cut runs, we can't keep the refineries full if we can't export diesel.

There isn't enough domestic demand or infrastructure if there were.
Posted by loogaroo
Welsh
Member since Dec 2005
43920 posts
Posted on 9/20/26 at 11:57 am to
quote:

quote:eventually domestic producers would cut production if they can't sell into the higher-priced markets


quote:

I would have to disagree with this.


It’s true. It’s partly why there is a shortage of diesel right now. Crack spread last year and the year before wasn’t there to incentivize refining more diesel. Europe started paying a premium. Then they burned through the stockpile and ramped up a little late. Throw in the green new deal regulations and Ukraine attacking Russian refineries, and here we are.
This post was edited on 9/20/26 at 11:59 am
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