AdBlue Story

 This is a funny story....which is also pretty dramatic.

So we have this product mandate in Germany call AdBlue.  In simple terms, you have a diesel delivery truck/van, and you need to run it at a clean-level.  So after you fill the tank up....you are supposed to add some AdBlue liquid to your tank.

Current cost of AdBlue?  It had been around 6.50 Euro for a while, and because of the production business....it's now up to around 10 Euro (late August prices).

The general idea is one liter, per each fill-up.....for a diesel van.  More, for the big rigs.

All of this....because of the EU-6 mandates?  Yes.

So the biggest producer of the AdBlue liquid was a company in Germany called SKW (40-percent of AdBlue in Germany was made by them).  They halted production two weeks ago.  

What they say....a lot of the production leads back to natural gas usage, and their pricing was going to crazy levels.  

AdBlue a byproduct of ammonia production?  Yes.

So here's the thing which is going to lead to a logistical crisis in a matter of weeks, as reported by Focus.  Around 800,000 delivery vehicles in Germany require this AdBlue...to function.  

On a daily basis, between the logistics folks and regular folks with diesel vehicles?  There's around 2.5 to 5 million liters used.  Yearly?  Over a billion liters required.

Making up for SKW?  Well....only if you grasp the price per liter, and this will be heading way up in the next month.  

I looked at pricing for early September, it's up to around 19 Euro for a 10-liter can.  My humble view for December?  It'll probably be going for 30 Euro minimum.  Yeah, if you could find a pallet of the stuff currently.....I'd buy 500 containers and just sit on them for sixty days to double my money.

The bus and logistics folks will end up having to halt operations because of the stupid pricing?  Well...yeah, this could happen.  

All leading back to Russia's war?  Yeah.  That's the amazing part of the story....with the EU mandate to force clean air, and regulate things.