GUTSHOT PODCAST EP 67 - ARE WE REALLY BETTER OFF THAN OUR PARENTS?

 

Stesen Minyak Kena Tanggung Sabsidi Dulu. Claim Balik Kemudian. Cashflow Terjejas.

'Bekalan stesen minyak terjejas kerana jurang harga subsidi, pasaran kian besar'
Alyaa Alhadjri
Diterbitkan:  Apr 13, 2026 9:00 AM
Dikemaskini: 9:22 AM

• perbezaan melebar antara harga subsidi dan harga pasaran utk bahan api
• di samping kos tambahan untuk pembelian digital
• antara sebab stesen minyak tertentu di negara ini kehabisan bahan api.
• meskipun jaminan kerajaan bahawa petrol dan diesel cukup hingga akhir Mei 

Persatuan Pengusaha Stesen Minyak Bumiputera M'sia (Bumipeda) 
memberitahu Mkini sebarang gangguan bekalan melangkaui isu logistik sementara
"Gangguan bekalan semasa bukan sekadar isu logistik sementara
tetapi mencerminkan ketidakpadanan struktur dalam sistem semasa.

OSTB: ketidakpandaian means not clever

• "Pengusaha beroperasi dalam margin terkawal sebagai 'price taker'
• namun menanggung kos dan risiko yg semakin meningkat 
• tanpa keupayaan untuk menyesuaikan harga
• disokong Dewan Perniagaan Melayu M'sia & Majlis Tindakan Ekonomi M'sia 

susulan laporan stesen minyak tertentu telah kehabisan diesel
harga runcit semasa diselaraskan setiap minggu sejak April 2017 
mewujudkan "ketidakpadanan" dgn harga sebenar stok yg dibeli oleh peniaga

• "Ini wujudkan situasi harga runcit berubah lebih cepat dpd kos stok di stesen"
• "Implikasinya, pengusaha terdedah kepada risiko turun naik harga. 
• Dalam keadaan harga menurun, mereka terpaksa menjual stok yang dibeli pada harga lebih tinggi tanpa mekanisme pampasan, menyebabkan kerugian stok"
• pengusaha perlu beli bahan api pada harga pasaran penuh
• tetapi menjual kepada pengguna pada harga subsidi yang lebih rendah
• "Perbezaan harga tersebut tidak dibayar terus kepada pengusaha
• sebaliknya dituntut oleh syarikat minyak daripada kerajaan. 
• pengusaha secara efektif dahulukan pembiayaan subsidi guna modal sendiri
• modal ini boleh mencecah ratusan ribu ringgit pada satu-satu masa. 
• pengusaha bukan sekadar pengedar runcit, tetapi pembiaya sistem subsidi 

• 8 April Kementerian umum naik harga 70 sen kpd RM6.72 seliter diesel 
• meskipun terdapat penurunan harga minyak global 
• juga umumkan RON97 naik 40 sen kpd RM5.35 seliter
• RON95 naik 40 sen kepada RM4.27 seliter.
• RON95 bersubsidi kekal RM1.99 seliter 
• diesel subsidi RM1.88, RM2.05 dan RM2.15 seliter pada sektor industri
• Penstrukturan semula diperlukan
• kenaikan harga meningkatkan keperluan modal kerja dgn mendadak
• lebih 3,000 peniaga stesen minyak Bumiputera
• model perniagaan yang semakin tidak mampan
• pengusaha bumiputera bergerak utk menjual stesen minyak mereka

"Tekanan ini dipengaruhi lagi oleh kelewatan penerimaan bayaran (T+1 atau lebih lama), yang menyebabkan modal kerja terkunci dalam sistem dan meningkatkan kebergantungan kepada pembiayaan jangka pendek serta kos kewangan tambahan," 

gesaan untuk semakan menyeluruh terhadap mekanisme penetapan harga, struktur kos dan reka bentuk dasar bagi memastikan daya maju stesen minyak 

• pembelian tanpa tunai mengenakan kos tambahan 1% melalui MDR
• "diesel RM6.72 seliter, caj MDR 1% (6.72 sen seliter)
• lebih separuh profit margin pengusaha
• "Bagi 50,000 liter diesel menjana pendapatan kasar RM6,400 
• tetapi caj MDR sebanyak RM3,360
• Selepas tolak kos operasi, keuntungan sangat minimum atau negatif

caj MDR dikenakan ke atas nilai penuh termasuk subsidi
mewujudkan ketirisan indirect melalui kos transaksi 

https://www.malaysiakini.com/news/772444

My Comments:

Sekali lagi pengusaha kecil SME seperti stesen minyak terpaksa tanggung beban yang lebih. Syarikat minyak gergasi yang menjual minyak kepada stesen minyak menerima bayaran penuh secara cash.  Ikut laporan Malaysiakini stesen minyak terpaksa tanggung financial cost dan opportunity cost sebab mereka terpaksa bayar harga mahal (termasuk sabsidi) tetapi jual minyak pada harga sabsidi yang lebih murah. Harga beli yang mahal tolak harga jualan bersabsidi yang lebih murah = jumlah cash yang mereka akan claim balik daripada kerajaan.

Kalau sistem kerajaan untuk stesen minyak claim balik duit sabsidi adalah efficient maka masalah ini tidak akan timbul. Tetapi kalau kerajaan slow untuk membayar balik duit sabsidi yang didahulukan oleh stesen minyak maka kemungkinannya akan ada stesen minyak yang akan rugi besar dan terpaksa tutup kedai.   

The most important thing adalah yang berikut. Stesen minyak ramai. Syarikat pembekal minyak (oil companies) satu atau dua sahaja. Stesen minyak bumiputera saja lebih 3,000 ahli. Maknanya sekurang-kurangnya 3,000 undi.  Stesen minyak bukan Melayu mungkin ramai lagi.  Jadi banyak undi boleh hilang. Bukan saja Sabah sudah terbang, tapi Sarawak sampai ke Perlis semuanya boleh melayang. 

Dont say I did not warn you.

Rupanya Kera Di Hutan Needs Diesel.

There are some viral videos floating around our Social Media talking about the Philippines importing diesel from you know where.

1.  First up here is the MCA's Wong Siew Mun in a TikTok video saying that Philippines imported 329,000 barrels of diesel from you know where:    

Click here https://vt.tiktok.com/ZSHVW319A/     

2.  Then Isham Jalil is saying basically the same thing, quite loudly, on YouTube click the link here:   https://youtu.be/kyMpq_vVOUY?si=Y4oTkT1BdYmWD8f-  

3. Then there is this fellow who denied that the reports are true. Click here: 

https://youtube.com/shorts/0u3NcJWYhJU?si=H0uRkVBaXYjRJS16  

Because they mentioned the Department of Energy of the Philippines so I went to their website here

And here is the news from their website (I have shortened it)

Date published: Mar 30 2026 
MEDIA RELEASE  30 March 2026
DOE: 165.7M Liters of diesel secured through April to strengthen national fuel supply

The Department of Energy (DOE) today announced that 1.042 million barrels of diesel, equivalent to 165,678,000 liters, have been secured for delivery through April as part of the government’s decisive actions to reinforce the country’s fuel supply position amid continued volatility in the global oil market due to the Middle East conflict.

The first shipment, consisting of 142,000 barrels or 22,578,000 liters from Japan, arrived in the Philippines on 26 March 2026. 

The remaining deliveries are set to arrive as follows:

• 300,000 barrels (47,700,000 liters) from M----sia/Singapore - early April
• 300,000 barrels (47,700,000 liters) from North Asia/India - mid-April
• 300,000 barrels (47,700,000 liters) from Oman/Singapore - end April

My Comments:

I hope the Philippine Dept of Energy website is not fake. 

Going on face value, the Philippine Dept of Energy website says they are getting 300,000 barrels or 47,700,000 liters of diesel in early April. Today is the 12th of April.

So Wong Siew Mun is not klentonging. 
Neither is Isham Jalil.

What do I say? Takpelah. 
If Philippines needs diesel, let them import diesel.  
After all it is big profits for someone. 

The big question mark is who exports the diesel to the Philippines? 
Who makes the big profits?
I can think of two names.
Well both of them are c@bron. 

Isham Jalil talks about kera di hutan and so on.
Brother Isham - rupanya kau bukan kera bro. 
Nasib baik juga.  

DATA CENTERS AND HEAT POLLUTION

Scientists have found an alarming environmental impact of vast data centers

• data centers creating “heat islands” 
• warming land around them by up to 16 degrees Fahrenheit
• big gaps in our understanding of the impacts of data centers
• heat released through energy-intensive processes
• data centers house thousands of servers over million square feet
• surface temperatures increased average 3.6 degrees Fahrenheit 
• after data center started operations
• extreme cases, temperatures increase by up to 16.4 degrees Fahrenheit
• increases were consistent across the globe
• Mexico’s Bajio temperature rises of around 3.6 degrees over 20 years
• in Aragon, Spain, recorded temperature increase of 3.6 degrees 
• temperature increases affected areas up to 6.2 miles away
• findings alarming because data centers set to boom 

WHAT IS SPECIAL PLEADING?

Special pleading is a logical fallacy where someone applies a standard, rule, or principle to others but unfairly exempts themselves (or their own case) without a valid justification.

Simple idea:

It’s basically saying:

“The rules apply to everyone… except me (or this case), because I say so.”

Example:  “Everyone needs evidence to support their claims—but my belief doesn’t need evidence because it’s special.”

That’s special pleading because the person is avoiding the normal burden of proof without giving a solid reason.

Why it’s a problem:   It breaks fair reasoning. If you make an exception for yourself,  it’s just bias.

Another everyday example:  A student says: “Deadlines are important, so everyone should submit on time… but I should get extra time because I’m stressed.”

(Others are also stressed, the rule should apply equally).

There are other examples of Special Pleading for example Two Tier Policing. Police action is carried out "normally" against law breakers but some classes or groups of people are treated with kid gloves. Or no action is taken against them at all.

For example the "normal" run of the legal system may see criminal cases being investigated by the Police and then brought to the Court within weeks or months.

Then there maybe other cases which have not been resolved even after five years, 10 years or more. The delays maybe for no good reason. That is another example of Special Pleading.

PAKISTAN, MESIR, ARAB SAUDI, TURKI DAMAIKAN KONFLIK ASIA BARAT

WAKIL KAMPONG DOGOI MISSING IN ACTION.

GUTSHOT PODCAST EP 65 - PREACHERS OF HATE

 

12 TYPES OF @$$E$ YOU SHUD NOT VOTE FOR IN GE 16

 

TRAFFIC THROUGH THE STRAITS OF HORMUZ

Here is a live map of shipping traffic going through the Straits of Hormuz as at 5 PM Saturday 4th April 2026. It is a live map from marinetraffic.com (click here).

It is a live map available 24/7 so it changes by the minute.

You can see the ship movements, their cargo and destinations.

COUNTRIES THAT CANNOT SURVIVE

 

GUTSHOT PODCAST - WHAT THEY DO NOT SPEAK ABOUT

 

Here is  the Gutshot podcast. Sam was in Australia so we Zoomed it. This was recorded last Friday.