tractor supply shows 5 gal. buckets of the rotella too.

https://www.tractorsupply.com/tsc/p...4AoXr_WHZ57ctHgPD9JfDIih2NhoCd7wQAvD_BwE

tractor supply shows 5 gal. buckets of the rotella too.

https://www.tractorsupply.com/tsc/p...4AoXr_WHZ57ctHgPD9JfDIih2NhoCd7wQAvD_BwE

]This what I got from a Vendor on the DEF issue.

Good morning, Robert ,
 
From our Geoff Bohlender- Director of DEF & S-CORE Solutions: Over the past week I have had conversations with several you regarding rumors in the market about DEF Supply and concerns regarding a shortage or even runouts in North America like what Korea experienced last year. Whether we are talking about the Facebook post, the RV Summer Travel article or one on the Sinopec website they all seem logical and sharing seemingly legit information, they are all grossly overblown. Normally, I would ignore these types of posts, but unfortunately, they seem to have gone viral, and are stirring up a lot of concern in people.

We have had several customers asking you to respond to these types of posts and DEF supply. As I mentioned, these posts seem creditable as much of it references players in the market like, Union Pacific and Pilot Flying J, and the railroad cutting 50% of the rail volume to Pilot Flying J and Pilots very public response to this. 

The post states several misleading and incorrect facts to support a conspiracy of dismantling the US. The post states that Pilot will not be able to get DEF because the UP railroad is cutting their supply by 50% or more, which will lead to a stoppage in trucking and Pilot to go out of business. I reached out to people I know who run the Pilot DEF business as well as other leaders in the market, and they have assured me as well as many of their other customers that: 
• Union Pacific is committed to shipping DEF for Pilot/Flying J 
o As a point of reference, back in April Union Pacific went to every large customer, including large shippers like CF, KOCH, Nutrien, etc. asking for them to reduce shipments by 10-20% to help them reduce the glut of freight while they were struggling to support the freight from the ports affecting the supply shortages of all products that the US was facing earlier in the year. 
§ This forced the UREA producers (CF, KOCH, N7, Nutrien and others) to shift a lot of their rail cars to 50% vs. a mix of either 50% or 32.5% 

The posts also incorrectly claim that the US imports most of their DEF supply from Russia, China, and the Middle East. 
• The fact is that North American DEF supply is 90% supported by multiple domestic urea suppliers who have ample capacity to supply the North American market with most of the urea imports coming from YARA, a Norwegian company and one of the largest fertilizer/urea producers globally. 
• The national DEF infrastructure that we (domestic producers, marketers, truck-stops, and distributors) have built over the past 12 years has proven it can support the trucking industry with DEF. 
• There is no arguing the fact that globally Russia and China are players in urea/fertilizer supply, which is why costs have remained historically high, but the supply locally is currently safe. 

While Supply is safe, does that mean that it is plentiful? Not exactly, there will still be times when supply could become tight (i.e. scheduled plant shut downs) but again we don’t see these temporary issues creating the doomsday scenarios outlined in some of these articles found on the web and Facebook.