The Royal Commission is talking about years of supply. The thing is once Churchill committed the Royal Navy to maintaining stocks equivalent to 6 months of wartime usage then those stocks are anticipated as to what ships are coming into commission, it is why Churchill as First Sea Lord does not say unto Parliament "The Navy will have x tons for the foreseeable" because the stock will constantly be added to as more oil firing and mixed fired warships come into commission. Churchill's figure is less than the recommendation of 4 years' worth of supply but it is still significantly greater than you seem to give it credit for.
The Royal Commission is talking about
peacetime years of consumption, not wartime. As for the six month figure, it specifically says storage and nowhere else can I find anything in the document that specifically says they had six months on hand in 1914. Regardless of that, I can accept the Royal Navy has six months on hand for the sake of the argument. This is something important that occurred to me; that
six month figure is solely for the Navy, not the civilian merchant fleet or even the general economy. Bunker Fuel can't be re-purposed for either the BEF or civilian economy. In short, the civilian economy has collapsed by December of 1914 and the Navy will follow at the latest by February of 1915. This is the inescapable conclusion that can be had as no other resources exist to replace the Americans.
As to the my comment on the expansion of the BEF yes you can say it was a little vague but you are hard pressed to insist it must be interpreted as you insist. The BEF refers traditionally to British Army troops in France and Belgium. These were a mix OTL of Regular Army, Territorial Force and New Army men. In this timeline it is likely that the New Army will not be as large. Nor will the BEF keep adding to its stock of motor transport throughout 1916, 1917, 1918 as per OTL. It might be able to substitute some steam lorries for petrol lorries but it would be hard at this juncture to say if and how far that would go.
The comment must be taken as I insist because no other logical explanation exists. We've established the UK will run out of fuel by Christmas in general and the Navy by February at the latest. You've argued a possible solution for the UK is to not motorize nor expand the BEF to make up for this, but have argued this doesn't begin until 1916 with the New Army units despite the fact the BEF was expanded by 650,000 men over the course of 1915. Your argument thus stipulates this can somehow continue on as happened historically despite the fuel crisis with no appreciable effect on the wider British economy; essentially they can do exactly as they did IOTL with no fuel. This simply is not going to happen.
But once again you have yet to produce solid evidence for a collapse by Christmas 1914. Now I can understand arguing for a scope from Jan 1915 to maybe half way through 1917 for the Entente being forced to terms but the nice cheap war option just is a real reach. Of course odd things do happen but I still contend that 1916 is the likely middle range of probabilities for the end of the War which will end in German victory bar a sudden change of course in trends.
I already have produced solid evidence in the case of the fuel situation alone. Let's recap:
British domestic production in 1914 is
285,000 tons.
Production in India, the rest of the British Empire and Persia in 1914 is
1,989,000 tons.
Total combined production:
2,274,000 tons.
British Consumption 1914:
2,851,000 tons.
Total Deficit:
-577,000 tons.
Thus, the 1914 crop production collapses, the UK civilian economy collapses, and probably much of the logistical underpinnings of the BEF collapse as well. The Royal Navy, if we accept the comment about six month's storage is an accurate reflection of what's on hand, lasts until February and from that point on is confined to port while the HSF and USN completely cut off imports into the isles and the flow of supplies to France. Anglo-French industrial production collapses, food production collapses, and their armies will begin collapsing likewise.
There is no other interpretation to be had.
Even assuming they could instantly complete Scheme G, that is only 40,000 tons a year added, nowhere near enough to make up for this loss. Rationing was already pushed to its lowest possible limit IOTL, nothing more can be done there. They can't revert to coal for the Royal Navy, as already shown. No other suppliers of fuel exist to make up for these losses, nor could they get to them if they wanted. The inescapable conclusion is that the Entente is forced to surrender no later than February of 1915, most likely by Christmas as by that time they will be having a hunger winter due to the failed harvest and collapse in their civilian economies.