Thread by @Mining_Atoms

Fractions of Crude Oil🧵
Crude oil is a mixture of liquidy-sludgy hydrocarbons. Crudes come in many grades. Crudes are separated through refining - based on specific gravity.

Civilization's INDUSTRY is 100% dependent on "heavy distillates" (kerosene-jet fuel-and below). Heavy = BLOOD. Everything above kerosene is a BYPRODUCT from industry's POV.

The US "technolution" produces gas and LIGHT oils that do not make much heavy distillates. It comes out more in the petrol range. SO US refiners are starving for heavy distillates.

So let's say Congress passes a magic law to reduce inflation by building things that require prestigious volumes of metals and other atoms that need mining. What does mining need? Oceans of heavy distillates. But for every barrel of light crude, we can't make diesel.

So naturally the price of diesel, metals, and everything else "reduces" just like the law told them to do.🤔Reduce inflation. Laws are Magic! Meanwhile, the USA is now literally out of heavy distillates. Mission Accomplished.

Focusing on reducing the use of GASOLINE via EVs while demanding oceans of DIESEL serves what purpose? Gasoline is a byproduct of the blood supply. Spilling more blood for things we don't need, like thousands of miles of new electric transmission, is patently absurd.

Utah has exceptional heavy black wax crude oil that's ideal for making heavy distillates and avoiding gasoline. We already have too much gasoline.

The crude is stranded because the paraffinic crude is so heavy it solidifies. So it cannot be put in a pipeline. Trucking crude to Salt Lake has logistic bottlenecks. The citizens of lovely Heber City have to put up with thousands of trucks on Main Street almost 24/7.

There is a proposal to build a new rail line in the Uinta Basin to haul huge volumes of crude to other refineries. Rail is orders of magnitude more efficient and safer than trucking.

So of course the Biden Administration and Greenies detached from objective reality HATE IT. reuters.com/legal/litigati…

These are the same people trying to double the world's copper production 2x in 10 years while deflating the cost.

Meanwhile, in the real world, the black wax crude feedstock is like a blood transfusion to a patient bleeding out. And the righteous greenies are making darn sure the transfusion never comes. Inflation?usatoday.com/story/money/ec…

MAIN POINT: Investing trillions? on EVs to SAVE GASOLINE will greatly expand the demand for HEAVY distillates, the production of which naturally makes prestigious volumes of MORE GASOLINE.

To me, this is idiotic energy policy. But I'm just a dumb lawyer who sucks at math.

Meanwhile, your state legislature is planning on making new oceans of gasoline through Rube Goldgerg-style energy policy--to rid the world of Evil Gasoline. Can't get diesel without gasoline. Matched set. cbsnews.com/sanfrancisco/n…