The Engine Oil Crisis Is Closer Than You Think
I have been warning about supply chain vulnerabilities for years, but even I was taken aback by the warning letters that started arriving in early 2026. Honda, Nissan, and AutoZone are rumored to have notified dealers of imminent supply cuts to brand-name engine oil supplies — reductions of up to 50%. As I reported back in mid-2022, the entire U.S. supply of diesel engine oil was nearly wiped out in just eight weeks because chemical additive manufacturers declared force majeure [1]. Now, those same dynamics are playing out on a far larger scale, triggered by a war that has shut the Strait of Hormuz.
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