The biggest problem imo is that any time just about any government official in any country in any continent anywhere on the planet says trust us there is no need to panic people cast their minds back to the previous times they have heard that and (rather naturally) go 'Yeah, right!' and so think to themselves 'better safe than sorry'.
The UK gov has done a U-Turn and said that they will grant 5000 temporary work visas to EU HGV drivers .... that expire on Christmas Eve. Quelle surprise the take up rate has been rather low.
BP met with the govt on Thursday, they said that supply levels were roughly at the level they had been since the start of the summer, low but manageable. Allegedly, they said they were only closing 10 or their 1,200 locations. They also said stock was low below normal levels.
Someone leaked this information to the media for the Thursday night news (it is very unlikely that it was anyone but the RHA). The person who did this left out several important details, in particular the fact that BP planned to close almost no locations. BP briefed the media later they were closing 20 (it was assumed initially that they were behind the leaks as the initial report was that the meeting was lobbying to lift visa rules, it seems not to have been the case). Other retailers briefed they had no issues with stock at all. Too late.
And the reason why people suspect the RHA is because they have been lobbying aggressively for most of this year to change visa rules. Visa rules were changed for them a few hours after this all kicked off (they also did poultry workers, this group have been working closely with RHA on lobbying)...this alone should suggest who is responsible.
RHA are, however, not backing down. This is not surprising as they are traditionally one of the most combative lobbying groups (the BMA is the other, SMMT has quietened down, NFU is combative but prefers to operate in the shadows when they are in govt). But, given that their lobbying has been successful, it is notable that they are continuing to push hard for further concessions (their line has modified ever so slightly though, they are talking about improving conditions...although they still sound quite angry that some HGV drivers are being offered £50k packages).
Unfortunately, lobbyists have worked out they have the media and the public in the palm of their hands. The outrage cycle in the UK has become rapid. After May folded to Nissan/SMMT (another lobbying group), lobbyists have realised there is a lot of money in briefing aggressively against the govt with a very pliant media (the RHA has been most aggressive by far, and has aligned itself with the big food lobbyists too). Brexit is inevitably part of this: 95% of journalists voted Remain, and there is a subset of the population who read a lot of news and talk about nothing but Brexit (if you are from the US, it is basically: what Trump did to Dems, what Obama did to Reps...it is non-stop).
EDIT: I made an error. The actual date of the govt meeting is not clear. Shapps may have said it was ten days ago, I am sure I read somewhere else it was on Thursday...I don't know. If it was ten days ago, that is obviously...unusual because the leak, most likely, wasn't accidental but premeditated. BP have completely washed their hands of it and claimed they weren't operating in the media on Friday morning...I don't quite believe that.
What? This is a stocks and flows problem. If everyone filled up to the brim every time, but followed the same pattern of use otherwise, the weekly fuel consumed is exactly the same (modulo some tiny loss of efficiency due to cars being marginally heavier).
Of course a nation of half-full cars suddenly filling them to the brim demands much more fuel during the (short) period of time over which they make that transition, but that shouldn't create an expectation of drastically increased future _consumption_ of fuel.
That assumes people fill up every week. Not everyone does, it really depends on the amount of driving they do and size of their tank.
> Of course a nation of half-full cars suddenly filling them to the brim demands much more fuel during the (short) period of time over which they make that transition, but that shouldn't create an expectation of drastically increased future _consumption_ of fuel.
Isn't that what's being stated? That there's no actual industry shortage, just a short term shortage and demand spiked unexpectedly for a day or two but to such a degree that the normal per-station reserves and delivery cycle was unable to cope? The expected result would be that the following days or even weeks (to a lesser degree) would see reduced demand, since it's less an increase or decrease in demand overall but really just a shift of some future demand to the present.
But to the broader point, perhaps I misread. I fixated on the ‘cannot be kept up with’ bit which I read as implying a change in expected future consumption, but I see could also be read as a referring specifically to the demand shock.