Storm Isaias is set to become a hurricane as it approaches Gulf oil patch

The trace

How it reaches your house.

Starting from EOG Resources, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.

1. First impact

   Gulf Coast crude oil feedstock (jet fraction) →Shortage risk

   Jet fuel

   This feedstock is a critical input to jet fuel, so hurricane-driven Gulf shut-ins tighten jet fuel availability.

   97% confidence

   Crude Oil Feedstock →Shortage risk

   United States

   US Gulf operators have already shut in offshore output ahead of the storm, directly constraining the United States' crude feedstock supply share.

   96% confidence

   Chevron Corporation →Shortage risk

   Natural gas wellhead production

   Chevron's Gulf shut-ins ahead of Isaias directly reduce near-term natural gas output, making this supply scarcer.

2. Hop 2

   Natural gas wellhead production →Shortage risk

   Natural gas (home)

   This is the direct downstream good of wellhead production, and the edge has dependency_strength=1 with is_critical=true, so a hurricane-driven production outage makes residential gas scarce.

   98% confidence

   Gasoline and diesel →Shortage risk

   Crude Oil Feedstock

   The hurricane directly cuts Gulf crude supply, and gasoline/diesel output is entirely dependent on crude oil feedstock.

   98% confidence

   Gasoline and diesel →Delays

   Crude Transportation — Pipeline & Marine

   Storm conditions threaten Gulf oil logistics, slowing or shutting inbound pipeline and marine movements of crude to refineries.

3. Hop 3

   Natural gas (home) →Shortage risk

   Natural gas wellhead production

   A Gulf hurricane can shut in wells and gathering systems, directly cutting this critical supply input to home gas.

   92% confidence

   Natural gas (home) →Delays

   Interstate natural gas transmission pipelines

   Storm-driven outages and pressure restrictions can slow or halt interstate gas flows feeding home gas.

   84% confidence

   Interstate natural gas transmission pipelines →Shortage risk

   Natural gas (home)

   Residential gas is highly critical and the graph gives it a 0.95 dependency on this pipeline system, so storm-related transmission disruption would sharply constrain home gas availability.

4. Hop 4

   Natural gas compressor stations & engines →Shortage risk

   Natural gas (home)

   Natural gas compressor stations & engines are a critical, high-dependency input to natural gas supply, so hurricane disruption at this node should reduce gas availability.

   92% confidence

   LNG peak-shaving and import facilities →Shortage risk

   Natural gas (home)

   A hurricane-disrupted LNG peak-shaving/import facility directly reduces a critical, 0.7-dependent supply of home natural gas, making the good scarcer.

   86% confidence