Global Diesel Shortage: ‘Major Crisis’ Is Already Here—And Getting Worse | Paul Sankey

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Paul Sankey, President of Sankey Research, discusses the global diesel shortage, tightening energy supplies, China’s oil demand, and what rising fuel prices could mean for inflation, markets, and the economy heading into winter.*This video was recorded on September 15, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PAUL SANKEY:Website: https://sankeyresearch.com/X (@SankeyResearch): https://twitter.com/SankeyResearchYouTube: https://www.youtube.com/@sankeyresearchFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Oil Shock, Record Diesel & the Fed2:52 - Why the Energy Crisis Is Getting Worse5:23 - China’s Return to the Oil Market9:48 - China’s Oil Reserves & Supply Risk11:23 - When Does Demand Destruction Begin?13:29 - America’s Diesel & Refining Crisis16:45 - Can Washington Bring Energy Prices Down?21:20 - Can Venezuelan Oil Make a Difference?25:04 - The Global Diesel Shortage27:00 - How High Could Diesel & Oil Go?30:26 - Fed Policy in an Inflationary Supply Shock32:56 - Record Tanker Rates & Shipping Costs37:56 - Russia, China & Global Oil Supply40:12 - Oil Outlook Into Winter#economy #oil #investing