Isaias Puts 500,000 Barrels a Day of Refining Capacity at Risk
The storm threatens a large amount of refining capacity, risking fuel output and supply.
Source →The trace
How it reaches your house.
Starting from Crude Oil Feedstock, 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.
First impact
Crude Oil Feedstock →Shortage riskNearly 500,000 barrels/day of refining capacity in the storm’s path puts gasoline and diesel output at risk, and this edge is marked critical with full dependency strength.
96% confidenceCrude Oil Feedstock →Shortage riskThe refinery-capacity outage threatens fuel-making output broadly, which directly constrains home heating oil supply through this critical input dependency.
93% confidenceNatural Gas (SMR feedstock for hydrogen) →Shortage riskNearly 500,000 barrels/day of refining capacity are in the storm path, so gasoline and diesel output becomes scarcer; this edge is marked critical with strong dependency strength.
92% confidenceNatural Gas (SMR feedstock for hydrogen) →Shortage riskRefinery outages from the storm reduce output of heating oil as another critical downstream fuel, and the edge indicates a high dependency on the refining input.
90% confidenceHydrogen (refinery-grade) →Shortage riskRefinery-grade hydrogen is a critical refining input here (dependency 0.82), and the storm threatens refinery capacity and fuel output, tightening gasoline and diesel supply.
86% confidenceHydrogen (refinery-grade) →Shortage riskThis product depends very heavily on refinery-grade hydrogen (dependency 0.95), so storm-related refinery outages would make heating oil output scarcer.
84% confidenceHop 2
Home heating oil →Shortage riskHydrotreating / Desulfurization (ULSHO Production)
Storm-related refinery outages directly curtail hydrotreating/desulfurization capacity needed to produce ultra-low-sulfur home heating oil, reducing output.
90% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Gasoline and diesel · Home heating oil
Companies you may own
No named companies on this path.
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