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The David Lin Report · Wednesday, September 16, 2026

Global Diesel Demand Expected to Outstrip Supply

Paul Sankey predicts that global diesel demand will significantly exceed available supply in the coming months. This imbalance is identified as a primary driver of the current crisis.

personPaul Sankey

The tape

2 quotes
“The demand for diesel is going to be so much higher than what we can actually produce.”
Paul Sankey
“We're looking at a situation where demand is going to seriously outstrip supply.”
Paul Sankey
Heard on The David Lin Report — “Global Diesel Shortage: ‘Major Crisis’ Is Already Here—And Getting Worse | Paul Sankey”, published Wednesday, September 16, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.05
Global Diesel Demand Expected to Outstrip Supply — Heardvine