About this episode

The episode discusses the critical state of diesel supply in America and its implications for various sectors.

In this week's Stansberry Investor Hour , Dan welcomes Stansberry Research's Director of Research Matt Weinschenk back to the show in a special crossover episode with Top Stocks . In this collaborative episode, the two discuss diesel, and Matt shakes things up by asking Dan most of the questions. Matt and Dan kick things off by discussing the current state of diesel. The reserve diesel supply is now low enough that it's being measured in days instead of the usual months. The most recent report says that America only has 20 days' worth in reserve. This doesn't bode well for AI data centers since they cannot afford to have long downtimes, and at least 90% of their backup generators run on diesel. Another issue is that the fuel has a limited shelf life. If it's being stored, it can only last for so long, and if it's sitting in a generator, it has to be used or switched out so the generator isn't filled with gunk. And Dan says that even if global issues suddenly got better, diesel's current predicament wouldn't be resolved for a while. (0:00) Next, the two explain how difficult it is to get a permit to build a new diesel refinery in the U.S., along with the pressure of building one…

People in this episode

Host: Dan

Guest: Matt Weinschenk

Topics covered

• diesel supply
• energy crisis
• fuel storage
• refinery permits
• AI data centers

Keywords

• diesel
• fuel supply
• energy crisis
• refinery
• AI data centers
• backup generators
• diesel costs

Mentioned in this episode

Organizations: Stansberry Research, Top Stocks

Places: America

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