CRISIS Eight Weeks To Empty Shelves. Sixty Days To Famine

billet

Veteran Member
Much, much more in the link. Too long to post

I called this timeline months ago. June and July 2026. I said it when there was no data to support it. I said it when people thought I was wrong. I said it when even the AI systems I work with told me I was getting ahead of the evidence. I said it because I could see the convergence coming through my training in systems analysis and because something deeper than data was telling me the timeline was right.

Now the data is here. And it confirms everything.

I have run this research across four separate large language models. I have cross-referenced every claim against the U.S. Energy Information Administration, the International Energy Agency, Bloomberg, Goldman Sachs, JPMorgan, Fortune, the Associated Press, Reuters, PBS, CNN, and the United Nations. I have verified the expert assessments from Carlyle Group, Rystad Energy, Shell, Chevron, and the EIA administrator himself.

What I am about to show you is not speculation. It is not opinion. It is the documented, sourced, verified trajectory of the global oil supply as it exists right now, on May 8, 2026.

If you can hear me, your life depends on what is in this article. I am not being dramatic. I am not overstating this. I am telling you that the data says the United States of America will run out of usable oil by July 4, 2026. Europe will run out this month. The food system that feeds you runs on diesel. Diesel runs out first.

Read this. Understand it. Act on it today. Not tomorrow. Today.
 

Zoner

Veteran Member
Jim Rickards is saying the same thing.

Here is the next paragraph in the article:

THE LAST TANKER

On May 3, 2026, a Hong Kong-flagged tanker called the New Corolla docked at the Port of Long Beach, California. It was carrying two million barrels of Iraqi crude oil loaded at the Port of Basra on February 24, four days before the United States and Israel launched Operation Epic Fury against Iran and the Strait of Hormuz effectively closed.

That tanker was the last one. The last oil shipment from the Middle East to reach American shores. It arrived, it unloaded, and now it is gone.

The buffer that kept fuel flowing for two months, tankers that were already at sea when the war started, is exhausted. Bryon Stock, director of the Chevron El Segundo refinery, the largest refinery on the West Coast, called it a “significant milestone that I’ve not seen or faced in my 27-year career.” His refinery normally receives 20 percent of its crude from the Arab Gulf. That supply is now zero. California imports roughly 60 percent of its crude. Roughly 20 percent of that came from the Middle East. Gone.

For two months, the world coasted on oil that was already at sea. That floating inventory masked the full scale of what was happening. It kept prices high but stable. It kept fuel flowing. It kept people thinking this was just another spike at the pump.

That illusion ended on May 3 in Long Beach.

We are no longer in a price crisis. We are entering a physical shortage. A point where fuel stops being available at any price because there is none left to sell.
 

wait-n-see

Veteran Member
I had posted this in another thread yesterday, but it also belongs here. WAR - US/Iran war. Non news discussion. (my post copied below)

This video from Peter dovetails nicely in with your post. That oil gap is not going to be closed and the impact is coming for us sometime this summer.

Enjoy the "quiet time" we are having now.

The die has been cast already. The longer the war last only means it will be years more pain for the world.

We are in for a rough number of years at the very least.

@@@

Markets Flash Back to the Past || Peter Zeihan​

View: https://www.youtube.com/watch?v=DSMbL5gCZwc

Run time - 7:40
May 8, 2026

Before you get too excited, NO, I'm not giving away any financial advice. However, whatever the global markets are doing right now doesn't match the physical reality of the Iran war.
 

bw

Fringe Ranger
The liberal Trump-orange-man-bad scare piece shouldn't be taken too seriously.

That being said, when news gets out and people believe the food will stop, then it will take about three or four days to empty the shelves. The food will be stockpiled by those fast enough to get it and keep it. The famine will start on day five or six, not sixty, when those who couldn't get to the stores run out of food at home.

So I question this guy's grasp of the pipeline situation, and of the crowd dynamics if something were to pop loose.
 

Zagdid

Veteran Member
When to the Dollar store and found a lot of empty shelf space. Ask cashier about that and was informed that it was due to a corporate cut of paid store hours. Claimed the inventory was on site but no available hours for employees to stock shelves.
 

pauldingbabe

The Great Cat
Yesterday went to Michael’s (hobby shop) to buy flower garlands for my dog’s cart.

Almost all shelves empty.

Hardly any 4th of July merch.

Highly unusual. Found my flower garlands at 60% off.

Their getting ready to set Christmas. Hobby Lobby is always set by the 4th of July. Since Michael's and JoAnn merged, they might be following suit with HL.

Just a thought
 

Bubble Head

Has No Life - Lives on TB
Diesel in California will be a problem regardless. They have screwed the refineries and it can’t be fixed in a year. However the big variable remains without much discussion. No water in the Colorado River and no snowpack to replenish. Not only food but good everday water is going to be a problem. They could have put desalination plants in long ago but no.
World wide will suffer. The Americas less than others. New alliances in the New World.
 
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hiwall

Has No Life - Lives on TB
From the Iran Non-news thread....
"20 million barrels per day (b/d) of crude oil and petroleum products passed through the Strait of Hormuz"
So it has basically had none go through for 60 days so that is 1.2 billion barrels of oil the world is short so far because of this war.


Those billion barrels of oil are gone. They will not be "made up for" later. The Strait is still closed. By the first of next month (June) it will be about 2 billion barrels of oil gone.
That has to leave a mark somewhere.
 

blueinterceptor

Veteran Member
This is just more nonsense in an effort to garner more clicks. And to apply pressure on Trump to cave.

Could there be somethings in short supply, yes, but nobody is going to starve if we run out of chinese made junk.
anything that can be transported by a diesel powered truck can be transported by a gasoline powered truck. or rail.

I’ll bet we are all here sept 1 missing summer.
if there is fertilizer for grass, there’s fertilizer for crops.
if you feel you need something buy it
rice pasta sauce frozen meatballs or chicken tenders will keep well
 
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bw

Fringe Ranger
anything that can be transported by a diesel powered truck can be powered by a gasoline powered truck. or rail.
I get that you're not onboard with whipping up the panic, but to be fair the trains run on diesel, and big trucks do too. And the fuels can be swapped - refineries can push gas or diesel from the same barrel of oil, depending on the market. So a shortage is a shortage.

But like I said, the OP was pushing panic for political reasons, and the truth is somewhere more centered than that.
 

IceWave

Veteran Member
The issue is where does the truth lie? Somewhere between "everything's fine, don't worry about it" and "this is it, this how it ends". Hard to say right now without the benefit of hindsight, but it would seem prudent to lean towards the worse option and put back a little extra. Not cleanout the 401k and buy everything in sight, but maybe add a little to the weekly grocery run. It's food you would eat anyway so just buy a little extra of the storable stuff.
 

KFhunter

You have insufficient privileges to reply here
I get that you're not onboard with whipping up the panic, but to be fair the trains run on diesel, and big trucks do too. And the fuels can be swapped - refineries can push gas or diesel from the same barrel of oil, depending on the market. So a shortage is a shortage.

But like I said, the OP was pushing panic for political reasons, and the truth is somewhere more centered than that.

I’ll worry when the US implements oil export restrictions
 

King Samson

I'm Here
Let's see, what do we know about the author in the OP:

Seemorerocks

Robin Westenra
@seemorerocks

I have been blogging for 10:years with the most recent material on seemorerocks.is. My main concern at the moment is the covid-19 plandemic.


So, they're a single person, blogger, still focused on Covid.... Yep, we should all listen to this one....

Take a scroll through its posts:

 

K99

Fridge Ranger
I get that you're not onboard with whipping up the panic, but to be fair the trains run on diesel, and big trucks do too. And the fuels can be swapped - refineries can push gas or diesel from the same barrel of oil, depending on the market. So a shortage is a shortage.

But like I said, the OP was pushing panic for political reasons, and the truth is somewhere more centered than that.
Remember what that last bullet is for ;)
 

hiwall

Has No Life - Lives on TB
We have oil here. I am not very concerned about an oil shortage in the USA.

But someone somewhere in the world is today short well over a billion barrels of oil and will soon enough be 2 Billion barrels or 84 Billion gallons of oil. Or about 1000 of the largest oil tankers full of oil.
That oil is not there and even if oil starts flowing again they will still be short that 2 billion barrels of oil.
Whatever they were going to do with all that oil will not be done. Maybe they have cut way back now on their usage and just keep rationing for many months until they can maybe get back closer to their normal usage amount.
No matter what there will be some ugliness somewhere in the world because of the oil shortage.
How much oil will we have in our so-called strategic oil reserves in a couple months?
 
Let's see, what do we know about the author in the OP:

Seemorerocks

Robin Westenra
@seemorerocks

I have been blogging for 10:years with the most recent material on seemorerocks.is. My main concern at the moment is the covid-19 plandemic.


So, they're a single person, blogger, still focused on Covid.... Yep, we should all listen to this one....

Take a scroll through its posts:

As I posted above - not accredited properly. You a, brilliant savant, posted info on someone who re-posted the original. So now, here I am wondering just how I should interpret anything you post. For now, it's "Rainman" looking for beer.

===
.
 

Ragnarok

On and On, South of Heaven
All I know is the food prices are getting unsustainable. Figure in the gas prices and I don't know how people are going to survive more than 4-6 months longer.

6 months from now?

Midterms.

I know things will be getting incredibly dark and bleak worldwide in the future and although I don't know the exact timeline, I would say in the near future.

Prep your mind and soul as well as the body.

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674127-Henry-Kissinger-Quote-Control-oil-and-you-control-nations-control.jpg
1778362662531.jpeg
 
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Ragnarok

On and On, South of Heaven
Let's see, what do we know about the author in the OP:

Seemorerocks

Robin Westenra
@seemorerocks

I have been blogging for 10:years with the most recent material on seemorerocks.is. My main concern at the moment is the covid-19 plandemic.


So, they're a single person, blogger, still focused on Covid.... Yep, we should all listen to this one....

Take a scroll through its posts:


You are researching the wrong person. Robin Westenra just reposted the article.

The original author is Mark Shyrock:

 

blueinterceptor

Veteran Member
I get that you're not onboard with whipping up the panic, but to be fair the trains run on diesel, and big trucks do too. And the fuels can be swapped - refineries can push gas or diesel from the same barrel of oil, depending on the market. So a shortage is a shortage.

But like I said, the OP was pushing panic for political reasons, and the truth is somewhere more centered than that.
yep Nothing to panic about yet. There are a variety of alternative transportation options. Gasoline trucks. Not as large as TT but they’ll get the job done. And there are electric trains too.
if it needs to get done it’ll get done.
 

Ragnarok

On and On, South of Heaven
We have oil here. I am not very concerned about an oil shortage in the USA.

We have oil.

How much refinery capacity do we have?

Of the 132 operable refineries, as of January 1, 2025, 131 were operating with crude distillation capacity of 18.4 million bbl/cd.

The United States consumes an average of approximately 20.6 million barrels of petroleum per day
as of 2025/2026. This figure represents the total "petroleum product supplied", which includes motor gasoline, diesel, and jet fuel.

Now figure in all of the other things that need petroleum in their production and you might be a little concerned.
 
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