I need to set up an openclaw agent to keep track of AIS info for tankers coming into New Zealand. My guess is we're down to 14 days of diesel in the country.
I know the MBIE says we have 50 days or so, but I'm pretty sure they're lying (or refuse to believe their own numbers). The war is 13 days old. The strait has been close that long. Korea has limited exports. We just returned 6 days of our contracts to the IEA.
Gaspy is down at the moment (you know why lol) - but last I checked diesel was up 25% in a week.
My guess is the government will announce rationing next week.