Union Pacific is demanding that Pilot Flying J reduce its shipments of diesel exhaust and ethanol, or face embargoes on future shipments. UP claims they're making this mandate because their railways are too congested, but it smells like fuckery is afoot. Whatever the case, we've got yet another link in the supply chain breaking soon. To put some context on it, Pilot's CEO estimates the shortage will reduce overall trucking capacity by 10% nationwide.