The inventory neeps at PO.com speculate that it's oil that might have otherwise gone to China. California got a big increase, and China didn't import last month (or didn't import as much). Hence the shortages over there.

Whack-A-Mole.

Our turn next month.

that implies a rather stark reality if correct. I sometimes think we are all going to burn.

Boris
London

Whac-A-Mole for anyone else who needs to figure out this very cute metaphor.

A woman playing Whac-a-mole.