NHC forecast points from Advisories 3, 7 and 11 and the 7 a.m. Advisory 11A position, with Gulf Coast refineries sized by capacity. Not the official cone (NHC graphics). Sources: NHC; U.S. EIA; Bloomberg via Transport Topics

Hurricane Isaias Update: Track Stays East of the Big Louisiana Refineries, but Diesel and Florida Fuel Remain at Risk

Big Oil Companies Crude Oil Crude Oil News Diesel Downstream ENB Publisher Picks Energy Policy Exploration and Production Offshore OFS Oilfield Service Top News U.S. Energy News US Energy News

Isaias had 110 mph winds at 7 a.m. CDT Friday, on the cusp of major-hurricane strength, and is expected to come ashore between Mississippi and the Florida Panhandle tonight or early Saturday. It has already shut in 62.9% of Gulf oil output. Here is what the next one to three weeks could mean at the pump, who gets hit first, and what investors are watching. We will be using this for Podcast Preparation on the Energy News Beat Stand Up for Later Today. 

In Pensacola on Wednesday, one Cumberland Farms sold more than 13,000 gallons of gas, roughly three times a normal day. By Thursday morning the store was out of propane and nearly out of ice, and a RaceWay nearby had run out of regular (Pensacola News Journal). In Talladega County, cotton farmer Jeremy Wilson was racing to pick a 100-acre field worth about $150,000 before the rain. “Once the cotton is on the ground, there’s nothing I can do with it,” he told ABC 33/40.

That is where Hurricane Isaias hits first: gas tanks, harvest budgets and trucking margins. It arrives with the U.S. average for diesel at $6.28 a gallon, about 25 cents below AAA’s Sept. 22 record, and regular gas at $4.37, up $1.26 from a year ago (AAA). This update follows our Oct. 7 report.

Stu’s Take

The track is the good news. NHC gives New Orleans and Baton Rouge less than a 3% chance of even tropical-storm winds, so most of the 2.7 million b/d of refining one analyst flagged Thursday should miss the worst. The bad news is the cushion. U.S. diesel stocks are the lowest for early October in EIA records back to 1982, the East Coast is about 30% below normal, and diesel futures jumped 26 cents Thursday.

If you live in the Panhandle, remember Florida has no refineries. Part of the western Panhandle’s fuel comes by truck and barge from the Alabama and Mississippi plants sitting near this storm. Fill up before the rush, not during it. Watch the MMA shut-in update this afternoon and the Pascagoula restart next week. Those two will tell us whether this is a one-week blip or a three-week squeeze.

 

Where Isaias is now

As of NHC Intermediate Advisory 11A, 7 a.m. CDT Fri., Oct. 9 (forecast points from Advisory 11, 4 a.m.; Advisory 12 due 10 a.m. CDT)

At 7 a.m. CDT, NHC said Isaias was “on the cusp of major hurricane strength,” with 110 mph winds, a strong Category 2, and pressure down to 958 mb. It was about 245 miles south of Pensacola and 170 miles south-southeast of the mouth of the Mississippi River, moving north-northeast at 15 mph (NHC Advisory 11A). It has not made landfall. NHC expects landfall “within the warning area tonight or early Saturday.” The Hurricane Warning runs from Ocean Springs, Miss., to the Bay/Gulf County line in Florida. NHC warns of up to 6 to 9 feet of storm surge between the Santa Rosa/Okaloosa County line and Grayton Beach, Fla., and 5 to 7 feet from Dauphin Island to there (NHC 11A).

Isaias “is likely to become a major hurricane this morning and remain a dangerous hurricane at landfall this evening or tonight,” NHC said at 7 a.m. (NHC 11A). NHC’s latest forecast points, from 4 a.m., peak at 120 mph about 1 p.m. today and put the center inland near the Alabama–Florida line by 1 a.m. Saturday (NHC Forecast/Advisory 11). Pensacola has a 99% chance of tropical-storm-force winds, Mobile 75%, Gulfport 15%. NHC also tells people to prepare for “long-duration power outages” (NHC; NHC). Chart 1 is the main picture for the aticle above: NHC forecast points from Advisories 3, 7 and 11 and the 7 a.m. Advisory 11A position, with Gulf Coast refineries sized by capacity. Not the official cone (NHC graphics). Sources: NHC; U.S. EIA; Bloomberg via Transport Topics

Chart 2. Isaias went from 35 mph to 110 mph in 60 hours and held 110 mph at 7 a.m. Friday. Source: NHC advisories 1–11A and Forecast/Advisory 11.

Offshore: nearly two-thirds of Gulf oil shut in

As of Oct. 8, 11 a.m. CDT (MMA); next update expected Friday afternoon, not yet posted at 6:55 a.m. CT

Operators had shut in 1,282,879 b/d of Gulf oil, 62.89% of output, plus 57.35% of gas, and evacuated 121 of 371 platforms (MMA). That is up from 25.08% a day earlier (MMA) and already above Michael (2018) or Sally (2020) (Chart 3). Chevron shut in five of its operated facilities and kept four producing (Chevron). Shell shut in Mars, Olympus, Ursa, Vito and Appomattox (Newsquawk). BP shut Na Kika and Thunder Horse (MarketScreener/Dow Jones).

Undamaged platforms usually restart within days (EIA), and GasBuddy’s Patrick De Haan expects production to “resume significantly by early next week” (Transport Topics). Crude is not the tight spot. Fuel is.

Chart 3. Isaias’ Gulf oil shut-in compared with past storms. Sources: MMA/BSEE; MMS; EIA.

2.7 million vs. 500,000: two definitions of “in the path”

As of company statements and reports through 3:15 p.m. EDT Thu., Oct. 8; no run cuts announced as of 6:55 a.m. CT, Fri., Oct. 9, 2026

In a CNN report Thursday, Andy Lipow of Lipow Oil Associates said about 2.7 million b/d, or 14% of U.S. refining, was “within or near” the projected path. Lipow said he expects at least some refineries in the New Orleans/Baton Rouge and Mississippi/Alabama regions will have to slow down (CNN via ABC17). On Thursday afternoon, Bloomberg counted nearly 500,000 b/d “in or near” the path. That is Chevron’s 356,000 b/d Pascagoula plant on the western edge of the cone, Vertex’s 88,000 b/d Mobile-area plant “directly in the storm’s projected path,” and Hunt’s 50,000 b/d Tuscaloosa refinery (Transport Topics/Bloomberg).

Both can be right; they draw the line in different places. EIA data puts the three Bloomberg plants at 494,440 b/d, or 2.7% of U.S. capacity. A wider corridor of Louisiana, Mississippi and Alabama plants east of Lake Charles comes to about 2.59 million b/d, close to Lipow’s figure (ENB calculation; EIA; Chart 4). Argus said the track “would likely spare most of the refineries in Louisiana” (Argus).

Chart 4. Refining capacity “in the path” under two definitions. Sources: U.S. EIA Refinery Capacity Report 2026; Bloomberg via Transport Topics; CNN.

What it could mean at the pump over the next 1–3 weeks

Retail prices: AAA, “Price as of 10/9/26.” Futures: settlements Thu., Oct. 8. Crude: Reuters, 3:19 a.m. CT Fri.

No forecaster ENB found has put a cents-per-gallon number on Isaias, and we won’t invent one. Wholesale moved first. November diesel futures (ULSD) settled at $4.8829 Thursday, up about 26 cents, while gasoline futures (RBOB) rose about 8 cents to $3.3160 (PFL; Sprague; ENB calculation). Crude eased overnight: Brent was $102.60 and WTI $90.18 at 3:19 a.m. CT, down about 1.5% after President Trump said there would be no attack on Iran before the midterms (Reuters via Global Banking & Finance). Pump averages barely moved overnight (AAA).

For the first week, the best-sourced view is a short squeeze. De Haan told NBC that flooded refineries “could take them offline for up to 10 days” (NBC). Even a Category 1 storm “can take a week to return refining operations to normal,” CNN reported (CNN). For weeks two and three, history is mixed. After Ivan hit near the Alabama–Florida line in 2004, U.S. diesel rose 17.9 cents and regular 9.2 cents over three weeks. After Michael in 2018 and Sally in 2020, national prices barely moved (ENB calculation from EIA weekly data; Appendix E). EIA’s 2023 study found a high-impact storm that cuts about 1.5 million b/d of both offshore output and refining could raise monthly gas prices 25 to 30 cents (EIA). Isaias has the offshore half of that, not yet the refinery half.

ENB’s read: if Pascagoula and the Mobile-area plant restart within a week, national diesel likely holds near current levels, with local outages and price jumps in the Panhandle and southern Alabama. If refineries flood or ports and power stay down, the 2004 diesel-led rise is the better guide, with the thinnest diesel cushion for early October in EIA records back to 1982 (Chart 6).

Chart 5. U.S. and Lower Atlantic retail gasoline and diesel prices. Sources: U.S. EIA; AAA.

Florida and the Southeast: no refineries, few pipelines

Port status as of the Alabama Port Authority update, 9:29 a.m. CDT Thu., Oct. 8, and Coast Guard bulletins through Oct. 8

Florida “has no refineries or pipelines connecting the state to supply centers along the U.S. Gulf Coast,” EIA says. The Panhandle gets fuel by long-haul truck from a Colonial Pipeline terminal in Bainbridge, Ga. “The rest of western Florida is supplied by truck and barge via the Intracoastal Waterway from nearby refineries in Alabama and Mississippi” (EIA). Those are the plants nearest this storm. More than 45% of Florida’s petroleum flows through Port Tampa Bay (FOX 13). It is well east of the track, but FOX 13 reports the storm could still disrupt fuel shipments there (FOX 13).

The Coast Guard set Port Condition YANKEE at Mobile Thursday morning, and the Alabama Port Authority suspended vessel operations at its public berths at noon (Alabama Port Authority; Coast Guard MSIB 122-26). An earlier bulletin anticipated ZULU, a full closure, at 2 a.m. Friday. ENB has not confirmed that it was set (MSIB 121-26). Port Everglades was operating normally as of Oct. 7 (Moran). Gov. Ron DeSantis said state troopers are escorting fuel trucks and more than 6,000 linemen are standing by (Florida Governor’s Office). Florida regular averaged $4.15 and diesel $5.90 today (AAA). ENB found no Colonial Pipeline notice on Isaias.

Who gets hit

Prices as of 6:55 a.m. CT, Fri., Oct. 9, 2026

  • Drivers and evacuees. At $4.37, a 15-gallon fill-up costs about $19 more than a year ago (AAA; ENB calculation). Evacuees may find stations along the coast already running short (PNJ).
  • Every 100 gallons of diesel costs about $260 more than a year ago (AAA; ENB calculation). “The sharp increase in diesel cost has quickly eaten up what little margin mom-and-pop trucking businesses have left,” OOIDA’s Lewie Pugh told the Los Angeles Times.
  • Farmers at harvest. Alabama farm diesel hit $5.42 in mid-September, nearly double the $2.73 many 2026 crop budgets assumed. Auburn economists estimate $247 million in extra harvest costs across 13 Southern states (Alabama Extension). Georgia has waived dyed-diesel penalties and suspended its motor fuel tax through Nov. 5 ( Kemp).
  • Northeast heating-oil homes. The storm is far away; the market is not. East Coast distillate stocks are 29.8% below their five-year average, and U.S. residential heating oil averaged $6.04 on Oct. 5 (EIA; EIA). A Gulf diesel squeeze reaches that tank through futures and Colonial’s distillate line. See our heating-oil report.
Chart 6. U.S. and East Coast distillate stocks against the 2021–2025 range. Source: U.S. EIA Weekly Petroleum Status Report.

How consumers and investors see it

Stock moves are Thursday, Oct. 8, closes

Consumers are not waiting. “I’ve never seen this many people here so early before,” Patrick Ruffin told the Pensacola News Journal. AAA said Isaias “could affect gas prices if oil production and refineries in the region are impacted” (AAA Newsroom).

Investors bet on refiners. On Thursday PBF rose 6.8%, Marathon Petroleum 4.8%, Valero 4.6%, Shell’s U.S. shares 3.5% and Chevron 3.1% (Exa market data; MPC; VLO; SHEL; CVX). ENB’s math puts Thursday’s diesel-to-Brent spread near $100 a barrel (Appendix B). Mizuho’s Robert Yawger called Isaias “the worst time something like this could happen in 25 years” and said a hit to U.S. refining “would basically force a diesel export ban” (CNN).

Corrections to early reports

As of 6:55 a.m. CT, Fri., Oct. 9, 2026

  • Chevron: five facilities, not four. Chevron’s 3 p.m. CDT Thursday update says it shut in five operated facilities, not the four some reports carried (Chevron).
  • “2.7 million b/d in the path” is a wide-corridor figure. On the current track, Bloomberg’s ~500,000 b/d is the better guide (CNN; Transport Topics).
  • “Two to three weeks to restart after a Category 3” is not in CNN’s report, which says a Category 1 storm can take a week (CNN).
  • Diesel futures rose about 26 cents Thursday, not 5 cents. One settlement sheet carried Wednesday’s change beside Thursday’s price (PFL; Sprague).

What to watch

  • NHC’s Advisory 12 at 10 a.m. CDT: does Isaias reach Category 3 (NHC)?
  • MMA’s Friday shut-in update, expected Friday afternoon (MMA).
  • Coast Guard reopening of Mobile, Pascagoula and Pensacola, and any run cuts or restarts at Pascagoula and Saraland.
  • Colonial Pipeline notices and next Wednesday’s EIA stock report.

A downloadable data file with the figures and chart data behind this article is available with this post.

Check out the World’s Greatest Podcast Show Notes at EnergyNewsBeat.co or EnergyNewsBeat.com. And subscribe to: The Energy News Beat Substack.

At Energy News Beat we Make Appendices Great Again. Times are U.S. Central (CDT) unless noted. Fast-moving items are current as of 6:55 a.m. CT, Fri., Oct. 9, 2026.

Appendix A. Sources (titled and dated)

Title (linked) Publisher Date
Hurricane Isaias Public Advisory Number 11 (4:00 a.m. CDT) National Hurricane Center (NOAA) Oct. 9, 2026
Hurricane Isaias Intermediate Advisory Number 11A (7:00 a.m. CDT) National Hurricane Center (NOAA) Oct. 9, 2026
Intermediate Advisory 11A, archived copy National Hurricane Center (NOAA) Oct. 9, 2026
Hurricane Isaias Forecast Discussion Number 11 National Hurricane Center (NOAA) Oct. 9, 2026
Hurricane Isaias Forecast/Advisory Number 11 National Hurricane Center (NOAA) Oct. 9, 2026
Hurricane Isaias Wind Speed Probabilities Number 11 National Hurricane Center (NOAA) Oct. 9, 2026
Hurricane Isaias (AL092026) advisory archive, Advisories 1-11A National Hurricane Center (NOAA) Oct. 6-9, 2026
Public Advisory 11, archived copy National Hurricane Center (NOAA) Oct. 9, 2026
Public Advisory 4 (hurricane and storm surge watches issued) National Hurricane Center (NOAA) Oct. 7, 2026
Public Advisory 6 (hurricane and storm surge warnings issued) National Hurricane Center (NOAA) Oct. 7, 2026
Hurricane Isaias graphics (official cone and warnings) National Hurricane Center (NOAA) Oct. 9, 2026
MMA Monitors Gulf of America Oil and Gas Activities in Response to Tropical Storm Isaias (Oct. 8) Marine Minerals Administration via BSEE Oct. 8, 2026
MMA Monitors Gulf of America Oil and Gas Activities in Response to Tropical Storm Isaias Marine Minerals Administration via BSEE Oct. 7, 2026
MMA Monitors Gulf Activities, Invest 92L Marine Minerals Administration via BSEE Oct. 6, 2026
Hurricane Isaias Shuts Down Nearly Two-Thirds of Gulf Oil Production (Mike Schuler) gCaptain Oct. 8, 2026
October 2026 severe weather updates (last updated 3:00 p.m. CDT Oct. 8) Chevron Oct. 8, 2026
Shell says evacuations complete at Appomattox, Mars, Ursa, Olympus and Vito; production shut in (headline) Newsquawk Oct. 9, 2026
BP Curbs Production at Two Platforms in Gulf of Mexico Due to Hurricane Isaias (Dow Jones) MarketScreener Oct. 9, 2026
Hurricane Isaias poses new threat to tight U.S. fuel market (Will Kubzansky, Bloomberg) Transport Topics Oct. 8, 2026
A major hurricane could cripple US refining when the world can least afford it (Matt Egan, CNN) ABC17 News (CNN syndication) Oct. 8, 2026
Hurricane Isaias threatens to raise gas prices (Rob Wile) NBC News Oct. 8, 2026
Hurricane heads for US Gulf coast: Update Argus Media Oct. 8, 2026
Hurricane Isaias shuts down nearly two-thirds of Gulf oil production; could affect gas prices WMTV 15 News Oct. 9, 2026
Short-Term Energy Outlook supplement: hurricanes and U.S. fuel prices U.S. EIA July 18, 2023
AAA Gas Prices: national averages, “Price as of 10/9/26” AAA Oct. 9, 2026
AAA state gas price averages AAA Oct. 9, 2026
Pump Prices Remain at Record Highs for Autumn (Aixa Diaz) AAA Newsroom Oct. 8, 2026
Fuel Prices Fall in 48 States as Tax Cuts and Global Reserves Are Called In (Patrick De Haan) GasBuddy (The Energy Brief) Oct. 5, 2026
Gasoline and Diesel Fuel Update (weekly retail prices through Oct. 5, 2026) U.S. EIA Oct. 6, 2026
Weekly U.S. ending stocks of distillate fuel oil (WDISTUS1) U.S. EIA Oct. 7, 2026
Weekly East Coast (PADD 1) ending stocks of distillate fuel oil (WDISTP11) U.S. EIA Oct. 7, 2026
Weekly Gulf Coast (PADD 3) refinery utilization (W_NA_YUP_R30_PER) U.S. EIA Oct. 7, 2026
Weekly U.S. No. 2 heating oil residential price U.S. EIA Oct. 7, 2026
Refinery Capacity Report 2026 (operable capacity as of Jan. 1, 2026) U.S. EIA June 2026
This Week in Petroleum: Hurricane Ian and Florida petroleum supply U.S. EIA Sept. 28, 2022
Today in Energy: Florida’s retail gasoline price stays stable after Hurricane Milton despite shortages U.S. EIA Oct. 18, 2024
Today in Energy: Florida’s growing population is increasing its fuel consumption U.S. EIA Nov. 9, 2023
Today in Energy: Colonial Pipeline and East Coast supply U.S. EIA 2016
Today in Energy: Gulf Coast to East Coast product movements; Products (SE) Pipeline U.S. EIA 2022
Today in Energy: Hurricane Ida and Gulf Coast refining U.S. EIA Sept. 16, 2021
Today in Energy: Hurricane Harvey caused U.S. Gulf Coast refinery runs to drop, gasoline prices to rise U.S. EIA Sept. 11, 2017
Today in Energy: Hurricane Laura shut in more Gulf crude than any storm since 2008 U.S. EIA Oct. 2, 2020
Release #3136: Hurricane Ivan shut-in statistics Minerals Management Service (hosted by BSEE) Sept. 15, 2004
Release #3236: Hurricane Ivan final shut-in statistics Minerals Management Service (hosted by BOEM) Feb. 14, 2005
Release #3328: Hurricane Katrina shut-in statistics Minerals Management Service (hosted by BSEE) Aug. 30, 2005
BSEE Reports Hurricane Michael activity BSEE Oct. 10, 2018
BSEE Monitors Gulf of Mexico Oil and Gas Activities (Hurricane Sally) BSEE Sept. 15, 2020
BSEE Hurricane Sally activity, final BSEE Sept. 22, 2020
BSEE Hurricane Harvey activity statistics BSEE Aug. 26, 2017
BSEE Post-Tropical Cyclone Francine release BSEE Sept. 13, 2024
PFL Petroleum Daily, Oct. 8, 2026 (NYMEX settlements, 3:54 p.m. ET) PFL Petroleum Services Oct. 8, 2026
Sprague Oil MarketWatch: Refined Products (recap of Oct. 7 trading) Sprague Energy Oct. 8, 2026
Oil Jumps Amid Hormuz Tanker Attacks, Offshore Disruption DTN Progressive Farmer Oct. 8, 2026
Oil falls as Trump comments on Iran talks ease supply concerns (Reuters, by 0819 GMT) Global Banking & Finance Review Oct. 9, 2026
Oil falls over 1% as Trump comments on Iran talks ease supply concerns (Reuters, by 0450 GMT Oct. 9 = 11:50 p.m. CT Oct. 8) Business Recorder Oct. 9, 2026
Oil headed for weekly gain on impact of Middle East tension and Hurricane Isaias The National Oct. 9, 2026
CVX daily market data, Oct. 8, 2026 Exa market data Oct. 8, 2026
VLO daily market data, Oct. 8, 2026 Exa market data Oct. 8, 2026
MPC daily market data, Oct. 8, 2026 Exa market data Oct. 8, 2026
PBF daily market data, Oct. 8, 2026 Exa market data Oct. 8, 2026
SHEL (ADR) daily market data, Oct. 8, 2026 Exa market data Oct. 8, 2026
Vertex Saraland shift explains U.S. base oil capacity rise in 2026 F&L Asia (Fuels & Lubes) July 8, 2026
Hurricane Isaias: Latest updates on Port of Mobile operations (last updated 9:29 a.m. CDT Oct. 8) Alabama Port Authority Oct. 8, 2026
Port of Mobile Suspends Vessel and Terminal Operations as Hurricane Isaias Approaches (James Bullard) South AL News Oct. 9, 2026
MSIB 121-26: Severe weather notification, Sector Mobile U.S. Coast Guard via Inland Rivers, Ports & Terminals Oct. 7, 2026
MSIB 122-26: Severe weather update, Port Status YANKEE U.S. Coast Guard via Inland Rivers, Ports & Terminals Oct. 8, 2026
MSIB 120-26: Port status update, Mobile area of operations U.S. Coast Guard via Inland Rivers, Ports & Terminals Oct. 6, 2026
Port of Mobile to suspend vessel operations ahead of Hurricane Isaias ENGINE Oct. 8, 2026
Port Update: Port Everglades, FL Moran Shipping Agencies Oct. 7, 2026
Hurricane Isaias: Storm threatens Bay Area fuel supply and cruise travel FOX 13 Tampa Bay Oct. 8, 2026
Governor Ron DeSantis Issues Updates on State Preparedness Efforts for Hurricane Isaias Executive Office of the Governor (Florida) Oct. 8, 2026
Executive Order 26-202 Executive Office of the Governor (Florida) Oct. 6, 2026
Hurricane Isaias in Pensacola: Gas stations selling out of gas, propane (Mary Lett) Pensacola News Journal Oct. 8, 2026
Extension Specialist: Rising Diesel Prices Add Pressure to Alabama Farmers at Harvest Alabama Cooperative Extension System Sept. 25, 2026
Hurricane Isaias puts Talladega cotton crop at risk ABC 33/40 Oct. 8, 2026
Gov. Kemp Suspends Penalties for Off-Road “Dyed” Diesel Use, Provides Further Relief for Truckers and Farmers Office of the Governor (Georgia) Oct. 6, 2026
Los Angeles truckers agonize over $8 diesel prices Los Angeles Times Oct. 7, 2026
Tropical Storm Isaias Threatens Gulf Oil and Refineries With Diesel Already Near a Record Energy News Beat Oct. 7, 2026
Nearly $1,700 to Fill the Tank: The Heating Oil Shock Hits Northeast Kitchen Tables Energy News Beat Oct. 2026
Natural Earth vector data (basemap) Natural Earth n.d.

 

Appendix B. Key figures

Item Figure Source
Isaias at Intermediate Advisory 11A (7 a.m. CDT Oct. 9) 27.0N 87.7W; 110 mph (Cat. 2); 958 mb; NNE 15 mph; ~245 mi S of Pensacola, ~170 mi SSE of the mouth of the Mississippi; “ON THE CUSP OF MAJOR HURRICANE STRENGTH”; Advisory 12 due 10 a.m. CDT NHC 11A
Landfall status Not yet; expected “within the warning area tonight or early Saturday”; “likely to become a major hurricane this morning and remain a dangerous hurricane at landfall this evening or tonight” NHC 11A
NHC forecast points (Adv. 11, 4 a.m.) 120 mph at 1 p.m. Fri. (28.4N 87.3W); inland 75 mph at 1 a.m. Sat. (31.0N 87.1W); “high-end category 2 intensity at landfall” NHC; NHC
Wind field (11A) Hurricane-force winds up to 30 mi; tropical-storm-force up to 185 mi from center NHC 11A
Peak surge forecast (11A) 6–9 ft Santa Rosa/Okaloosa County line to Grayton Beach, FL; 5–7 ft Dauphin Island to the Santa Rosa/Okaloosa line; 4–7 ft Grayton Beach to Indian Pass; 3–5 ft Mobile Bay NHC 11A
Tropical-storm wind odds (5-day) Pensacola 99%, Destin 94%, Mobile 75%, Panama City 63%, Montgomery 45%, Birmingham 22%, Gulfport 15%, Buras 5%; New Orleans/Baton Rouge not listed (<3%) NHC
Gulf oil shut in (Oct. 8, 11 a.m.) 1,282,879 b/d (62.89%); gas 1,127 MMcf/d (57.35%); 121 of 371 platforms; 5 rigs; 4 of 17 DP rigs MMA
Gulf oil shut in (Oct. 7, 11 a.m.) 511,619 b/d (25.08%); gas 350.25 MMcf/d (16.37%); 8 platforms MMA
Refining in/near path, Bloomberg “Nearly 500,000” b/d: Pascagoula 356k, Vertex Mobile 88k, Hunt Tuscaloosa 50k (EIA sum 494,440 = 2.7% of U.S.) TT/Bloomberg; EIA
Refining in/near path, Lipow (CNN) About 2.7 million b/d, 14% of U.S.; ENB corridor reconstruction 2,592,693 b/d (14.3%) CNN; EIA
U.S. operable refining capacity 18,160,493 b/cd (Jan. 1, 2026); Gulf Coast PADD 3 54.4% EIA
AAA national, Oct. 9 Regular $4.3718 (yday 4.3612; wk ago 4.3961; yr ago 3.1106); diesel $6.2785 (yday 6.2847; wk ago 6.3726; yr ago 3.6761) AAA
AAA records Diesel $6.5276 (9/22/26); regular $5.0165 (6/14/22) AAA
AAA states, Oct. 9 (reg./diesel) Florida $4.15/$5.90 ; Alabama $3.99/$5.94 ; Mississippi $3.94/$5.89 ; Louisiana $3.95/$5.81 ; Georgia $3.83/$5.77 ; New York $4.47/$6.51 ; Pennsylvania $4.45/$6.54 ; Massachusetts $4.33/$6.33 AAA
NYMEX ULSD (Nov.) $4.6227 (Oct. 7) → $4.8829 (Oct. 8), +26.02¢ (+5.6%) Sprague; PFL; ENB calc.
NYMEX RBOB (Nov.) $3.2342 (Oct. 7) → $3.3160 (Oct. 8), +8.18¢ (+2.5%) Sprague; PFL; ENB calc.
Crude settles, Oct. 8 Brent $104.28; WTI $91.49 PFL
Crude, overnight Oct. 8–9 Brent $102.91 / WTI $90.40 at 11:50 p.m. CT Thu. Oct. 8 (0450 GMT Oct. 9); $102.60 / $90.18 at 3:19 a.m. CT (0819 GMT) Reuters via Business Recorder; Reuters via GBF
Crack spreads, Oct. 8 settles (ENB calc.) ULSD–Brent $100.80/bbl; RBOB–Brent $34.99/bbl; 3-2-1 vs WTI $69.72/bbl PFL; ENB calc.
Stock closes, Oct. 8 CVX $211.57 (+3.13%) ; VLO $443.79 (+4.64%) ; MPC $463.38 (+4.78%) ; PBF $89.35 (+6.78%) ; SHEL $100.20 (+3.46%) Exa, Exa, Exa, Exa, Exa
Distillate stocks, week ending Oct. 2 U.S. 105.1M bbl (−11.3% vs. 2021–25 avg.; lowest for the week in EIA records back to 1982); East Coast 21.7M bbl (−29.8%) EIA; EIA; ENB calc.
Refinery utilization, week ending Oct. 2 Gulf Coast 95.0%; U.S. 92.7% EIA
U.S. residential heating oil $6.042/gal (Oct. 5) EIA
Alabama farm diesel $5.42 (week ending Sept. 18) vs. $2.73 Jan.–Feb.; $247M added harvest cost, 13 Southern states Alabama Extension
EIA high-impact hurricane scenario (2023) ~1.5M b/d offshore and similar refining lost → +25 to 30¢ monthly avg. U.S. gasoline EIA

 

Appendix C. NHC advisory history (Isaias, AL092026)

Adv. Issued Product Position Wind (mph) Pressure (mb) Motion
1 400 PM CDT Tue Oct 06 Tropical Depression Nine 22.1N 95.6W 35 1007 E 5 mph
2 1000 PM CDT Tue Oct 06 Tropical Depression Nine 22.1N 95.0W 35 1005 E 5 mph
3 400 AM CDT Wed Oct 07 Tropical Storm Isaias 22.0N 94.1W 40 1004 ENE 8 mph
4 1000 AM CDT Wed Oct 07 Tropical Storm Isaias 22.4N 93.6W 45 1000 ENE 8 mph
4A 100 PM CDT Wed Oct 07 Tropical Storm Isaias 22.6N 93.4W 50 997 ENE 8 mph
5 400 PM CDT Wed Oct 07 Tropical Storm Isaias 22.7N 92.9W 65 994 ENE 8 mph
5A 700 PM CDT Wed Oct 07 Tropical Storm Isaias 22.8N 92.4W 65 994 ENE 8 mph
6 1000 PM CDT Wed Oct 07 Tropical Storm Isaias 22.9N 91.9W 70 988 ENE 9 mph
Update 1030 PM CDT Wed Oct 07 Hurricane Isaias Tropical Cyclone Update 22.9N 91.9W 75 982 ENE 9 mph
6A 100 AM CDT Thu Oct 08 Hurricane Isaias 23.1N 91.7W 75 981 ENE 9 mph
7 400 AM CDT Thu Oct 08 Hurricane Isaias 23.3N 91.2W 80 979 ENE 9 mph
7A 700 AM CDT Thu Oct 08 Hurricane Isaias 23.7N 90.6W 80 975 ENE 9 mph
8 1000 AM CDT Thu Oct 08 Hurricane Isaias 23.7N 90.2W 85 975 ENE 10 mph
8A 100 PM CDT Thu Oct 08 Hurricane Isaias 24.0N 89.8W 85 975 ENE 10 mph
9 400 PM CDT Thu Oct 08 Hurricane Isaias 24.4N 89.3W 100 975 NE 12 mph
9A 700 PM CDT Thu Oct 08 Hurricane Isaias 24.9N 88.8W 100 974 NE 13 mph
10 1000 PM CDT Thu Oct 08 Hurricane Isaias 25.4N 88.4W 105 969 NE 14 mph
10A 100 AM CDT Fri Oct 09 Hurricane Isaias 25.8N 88.4W 105 972 NNE 14 mph
11 400 AM CDT Fri Oct 09 Hurricane Isaias 26.4N 88.0W 110 963 NNE 15 mph
11A 700 AM CDT Fri Oct 09 Hurricane Isaias 27.0N 87.7W 110 958 NNE 15 mph

 

Advisory 11A (7 a.m. CDT Oct. 9): no watch/warning changes; headline “ISAIAS ON THE CUSP OF MAJOR HURRICANE STRENGTH”; surge forecast raised to 6–9 ft between the Santa Rosa/Okaloosa County line and Grayton Beach (NHC). Watches and warnings: Advisory 4 (10 a.m. CDT Oct. 7) issued a Storm Surge Watch from the mouth of the Mississippi River to Yankeetown and a Hurricane Watch from Bay St. Louis to Indian Pass (NHC). Advisory 6 (10 p.m. CDT Oct. 7) upgraded to a Hurricane Warning from Ocean Springs, Miss., to the Bay/Gulf County line and a Storm Surge Warning to the Steinhatchee River (NHC). Advisory 8 extended the Storm Surge Warning to the Suwannee River. The 10:30 p.m. CDT Oct. 7 update announced that Isaias had become a hurricane. Full archive: NHC.

C-2. NHC forecast points, Advisories 3, 7 and 11

Adv. Valid (CDT) Lat. Lon. Wind (kt / mph) Note
3 Wed Oct 7, 4 AM CDT 22.0 -94.1 35 / 40
3 Wed Oct 7, 1 PM CDT 22.2 -92.9 50 / 60
3 Thu Oct 8, 1 AM CDT 22.7 -91.4 65 / 75
3 Thu Oct 8, 1 PM CDT 23.9 -89.7 80 / 90
3 Fri Oct 9, 1 AM CDT 25.5 -88.5 95 / 110
3 Fri Oct 9, 1 PM CDT 27.7 -87.7 90 / 105
3 Sat Oct 10, 1 AM CDT 30.8 -87.7 75 / 85 INLAND
7 Thu Oct 8, 4 AM CDT 23.3 -91.2 70 / 80
7 Thu Oct 8, 1 PM CDT 24.2 -90.0 85 / 100
7 Fri Oct 9, 1 AM CDT 25.9 -88.6 95 / 110
7 Fri Oct 9, 1 PM CDT 28.4 -87.6 90 / 105
7 Sat Oct 10, 1 AM CDT 31.0 -87.6 55 / 65 INLAND
7 Sat Oct 10, 1 PM CDT 33.7 -88.5 30 / 35 POST-TROP/INLAND
7 Sun Oct 11, 1 AM CDT 36.0 -88.7 25 / 30 POST-TROP/INLAND
11 Fri Oct 9, 4 AM CDT 26.4 -88.0 95 / 110
11 Fri Oct 9, 1 PM CDT 28.4 -87.3 105 / 120
11 Sat Oct 10, 1 AM CDT 31.0 -87.1 65 / 75 INLAND
11 Sat Oct 10, 1 PM CDT 33.5 -87.5 35 / 40 POST-TROP/INLAND
11 Sun Oct 11, 1 AM CDT 35.5 -86.7 25 / 30 POST-TROP/INLAND
11 Sun Oct 11, 1 PM CDT 38.2 -83.1 15 / 15 POST-TROP/INLAND

 

The forecast track moved only slightly between Advisories 3 and 11: the 1 a.m. Saturday point shifted from 87.7W to 87.1W, about 35 miles east (ENB calculation). The bigger shift came before Advisory 3, when Tuesday coverage had the storm headed toward Louisiana and Mississippi (see our Oct. 7 report).

Appendix D. Status of refineries, offshore, pipelines and ports

Asset Status As of Source
Chevron Pascagoula, MS (356,440 b/cd) On western edge of cone; Chevron making “appropriate preparations”; onshore sites following “established storm preparedness procedures.” No run cut announced. 3 p.m. CDT Oct. 8 Chevron; TT
Vertex Saraland/Mobile, AL (88,000 b/cd crude; hydrocracker on base oil since Nov. 2025) “Directly in the storm’s projected path”; Vertex “didn’t immediately respond” to Bloomberg 3:15 p.m. EDT Oct. 8 TT; F&L Asia
Hunt Tuscaloosa, AL (50,000 b/cd) Inland, “in the storm’s forecast path” under a tropical storm watch; Hunt “didn’t immediately respond” 3:15 p.m. EDT Oct. 8 TT
Louisiana refineries (Garyville, Baton Rouge, Norco, Chalmette, Meraux etc.) Track “would likely spare most”; no cuts reported; NHC wind odds <3% at New Orleans and Baton Rouge Oct. 8; NHC 4 a.m. Oct. 9 Argus; NHC
Gulf offshore (all operators) 62.89% oil, 57.35% gas shut in; 121 platforms evacuated 11 a.m. CDT Oct. 8 MMA
Chevron offshore Five operated facilities shut in; four still producing 3 p.m. CDT Oct. 8 Chevron
Shell offshore Mars, Olympus, Ursa, Vito, Appomattox evacuated and shut in Oct. 9 (headline) Newsquawk
BP offshore Na Kika and Thunder Horse shut in; non-essential staff removed from Argos, Atlantis, Mad Dog Oct. 9 (Dow Jones) MarketScreener
Colonial Pipeline (2.5M b/d, Houston–NY Harbor) No Isaias notice found (company news page blocked to ENB) 6:35 a.m. CT Oct. 9 EIA
Products (SE) Pipeline (720,000 b/d) No Isaias notice found 6:35 a.m. CT Oct. 9 EIA
Port of Mobile Port Condition YANKEE; public-berth vessel ops suspended noon Oct. 8; terminals closed end of day. ZULU anticipated 2 a.m. Oct. 9 in a pre-decisional bulletin; not confirmed 9:29 a.m. CDT Oct. 8; MSIB 121/122-26 APA; South AL News; MSIB 121; MSIB 122
Gulfport, Pascagoula, Pensacola, Destin, Panama City, Port St. Joe WHISKEY Oct. 6; X-RAY reported Oct. 7; current condition not confirmed Oct. 6–8 MSIB 120; ENGINE
Port Tampa Bay No 2026 port condition found; “More than 45% of Florida’s petroleum flows through Port Tampa Bay” Oct. 8 FOX 13
Port Everglades Normal operations Oct. 7 Moran

 

Appendix E. Historical comparisons

Storm Landfall Gulf oil shut in Notes Sources
Ivan (2004) Sept. 16, 2004, near Gulf Shores, AL 1,319,789 b/d (77.63%) on Sept. 15 126,090 b/d still shut Feb. 14, 2005; 43.8M bbl cumulative lost MMS; MMS
Katrina (2005) Aug. 29, 2005, LA/MS 95.2% on Aug. 30 Most Gulf output halted; refinery outages in LA/MS MMS
Harvey (2017) Aug. 25, 2017, TX 24.49% on Aug. 26 Gulf Coast refinery inputs −34%; U.S. regular +28¢ in a week BSEE; EIA
Michael (2018) Oct. 10, 2018, Mexico Beach, FL 718,877 b/d (42.3%) on Oct. 10; 89 of 687 platforms Panhandle landfall; little national price effect BSEE
Laura (2020) Aug. 27, 2020, LA 1.56M b/d (84%) Offshore-focused EIA source EIA
Sally (2020) Sept. 16, 2020, Gulf Shores, AL 497,072 b/d (26.87%) on Sept. 15 7.12% still shut on Sept. 22 BSEE; BSEE
Ida (2021) Aug. 29, 2021, LA 96% ≥9 refineries shut or cut EIA
Francine (2024) Sept. 11, 2024, LA 41.85% on Sept. 13 — BSEE
Isaias (2026) Expected tonight/early Sat. 1,282,879 b/d (62.89%) on Oct. 8 Pending MMA

 

E-2. ENB calculation: U.S. weekly retail price change around landfall

Storm Landfall Base week U.S. regular Max 3-wk change U.S. diesel Max 3-wk change
Ivan 2004-09-16 2004-09-13 $1.846 → max $1.938 +9.2¢ $1.874 → max $2.053 +17.9¢
Katrina 2005-08-29 2005-08-29 $2.610 → max $3.069 +45.9¢ $2.590 → max $2.898 +30.8¢
Rita 2005-09-24 2005-09-19 $2.786 → max $2.928 +14.2¢ $2.732 → max $3.150 +41.8¢
Gustav 2008-09-01 2008-09-01 $3.680 → max $3.835 +15.5¢ $4.121 → max $4.059 -6.2¢
Ike 2008-09-13 2008-09-08 $3.648 → max $3.835 +18.7¢ $4.059 → max $4.023 -3.6¢
Harvey 2017-08-25 2017-08-21 $2.360 → max $2.685 +32.5¢ $2.596 → max $2.802 +20.6¢
Michael 2018-10-10 2018-10-08 $2.903 → max $2.879 -2.4¢ $3.385 → max $3.394 +0.9¢
Laura 2020-08-27 2020-08-24 $2.182 → max $2.222 +4.0¢ $2.426 → max $2.441 +1.5¢
Sally 2020-09-16 2020-09-14 $2.183 → max $2.172 -1.1¢ $2.422 → max $2.404 -1.8¢
Ida 2021-08-29 2021-08-23 $3.145 → max $3.176 +3.1¢ $3.324 → max $3.373 +4.9¢
Francine 2024-09-11 2024-09-09 $3.236 → max $3.185 -5.1¢ $3.555 → max $3.544 -1.1¢

 

Method: base is the last EIA weekly price on or before landfall; change is the highest of the next three weekly prices minus the base (a negative value means prices fell in all three weeks). Prices are nominal. Storms coincided with other market forces (Katrina/Rita together; Laura and Sally during the 2020 pandemic slump), so these are context, not forecasts. Source: EIA weekly series.

Appendix F. Data gaps, conflicting figures and briefing items that did not check out

  • No sourced cents-per-gallon forecast for Isaias. AAA and GasBuddy gave none; EIA’s 25–30¢ figure is a 2023 scenario, not an Isaias forecast.
  • “Two to three weeks after a Category 3”: not in CNN’s text; found only in an unattributed aggregator summary. Not used as fact.
  • 7 million vs. ~500,000 b/d: different definitions and times (Appendix B). Lipow did not list plants; ENB’s 2.59 million b/d corridor is a reconstruction.
  • Chevron four vs. five facilities: gCaptain and NBC reported four (Oct. 7 information); Chevron’s Oct. 8 3 p.m. update says five (Chevron).
  • Settlement-sheet change column: one Oct. 8 report showed ULSD +5.33¢/RBOB −3.9¢, which are Oct. 7 changes. ENB computed Oct. 8 changes from prior settles. Intraday quotes differ: DTN had ULSD $4.8037 at 9 a.m. EDT; a separate market wrap had $4.875 near the close.
  • Friday MMA shut-in report: not posted as of 6:55 a.m. CT, Fri., Oct. 9, 2026; expected Friday afternoon (OilPrice). Oct. 8 figures used, labeled as of 11 a.m. CDT Oct. 8.
  • Port Condition ZULU at Mobile: anticipated for 2 a.m. Friday in a pre-decisional Coast Guard bulletin; not confirmed. Port Tampa Bay’s current condition not found.
  • Colonial and Products (SE) pipelines: no Isaias notice found; Colonial’s news page blocked automated access.
  • Vertex Saraland: EIA lists 88,000 b/cd of crude capacity, but its hydrocracker now runs on base oil; actual fuel output is unknown. Vertex has been private since early 2025.
  • Stocks: Phillips 66 and BP U.S. closes not obtained; Thursday stock moves also reflected crude’s 4% rally and Iran headlines, not only the storm.
  • Historical landfall dates for Ivan, Michael and Sally are standard NHC records not re-fetched for this piece.
  • Wrong-year search results: several 2020 Hurricane Isaias port bulletins (Miami, Tampa, North Carolina) surface in searches; ENB excluded them.
  • Thin evidence: station-level outage reports are anecdotal (one newspaper); farm-diesel figures are Alabama-specific; Shell’s status comes from a market-news headline.

 

Tagged