there's no storage space left in the Harbor

So this really is purely a distribution problem then. Gasoline piling up in NYH unable to get to the Southwest. Explains why Euro gasoline cracks took a dive yesterday - little demand over here and the US physically unable to absorb excess barrels.

Logistics is a very complex task. Once routines start to come apart, the imbalance will likely cause more imbalance.

The wheels can come off the cart very quickly. And unlike financials, you cannot print more food and gasoline.