By maxing out supply amid unending demand, they have a terrific product/market fit. https://www.eia.gov/dnav/pet/pet_pnp_unc_dcu_nus_m.htm https://www.eia.gov/

By maxing out supply amid unending demand, they have a terrific product/market fit. https://www.eia.gov/dnav/pet/pet_pnp_unc_dcu_nus_m.htm https://www.eia.gov/dnav/pet/pet_pnp_unc_dcu_nus_m.htm https://en.wikipedia.org/wiki/Supply_and_demand https://en.wikipedia.org/wiki/Supply_and_demand Here’s a map of the places that create diesel from crude oil. Note the north & south east where these shortages are occurring, and limited to. https://atlas.eia.gov/datasets/6547eda91ef84cc386e23397cf834524_0/explore?location=36.677242%2C-86.070248%2C3.63 https://atlas.eia.gov/datasets/6547eda91ef84cc386e23397cf834... It has been 45 years since a >200,000 barrel per day refinery was built in the US. 1998-2015 saw 0 upgrades to existing capacity or new builds. Since 2015, a handful of <50,000 barrel per day refineries have been built, but every single one is in Texas.