From the sky article linked;
The relatively small increase (just over 5 litres) in the average person’s demand, coupled with a near tripling in the number of customers in a very short time led to shortages across the system.
Yep, so an increase in the average fill of five litres coupled with the number of people taking the average fill tripling definitely supports a conclusion that the supply chain is to blame…
Secondly, this whole flaming of JIT supply fails to put in proportion what it would cost to store the quantity of fuel that would support this kind of demand. I really should do the math. I can’t be arsed so I’ll just accept I’ll lose the argument.