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Stock版 - 通胀打击生产力,经济滞涨已成定局
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American drivers are starting to buy less gasoline
declined by roughly 110,000 barrels a day from the prior week, to about 9.1
million barrels a day. That figure is down from about 9.4 million barrels a
day the same time last year
You have to have some demand destruction to give supply a chance to catch up
Mr. Ehrlich has been “deadheading”—driving without a load—on the East
Coast, unsure of whether he can pick up enough jobs to cover costs back to
Spokane, Wash. Less than a year ago, hauling a load covered fuel costs for
the return trip
Now with the price of fuel, you can’t do it. It’s not possible to make a
profit
U.S. refineries have reduced their capacity by about 800,000 barrels a day
since before the pandemic began.
That’s where things start to break
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