The CEO of Pilot Flying J warned that Union Pacific railroad is forcing a 26% to 50% reduction in shipments, which includes Diesel Exhaust Fluid (DEF). Most trucks manufactured after 2010 require DEF to operate, and a shortage could sideline a significant portion of the U.S. trucking fleet. There is speculation that the shortage is linked to urea being diverted to fertilizer production or potential ESG-driven market manipulation.




