Gulf Coast crude oil feedstock (jet fraction) →Shortage risk
Jet fuel
This input is a critical precursor to jet fuel, so a Gulf Coast hurricane that disrupts it directly tightens jet-fuel supply.
95% confidence
Gulf Coast crude oil feedstock (jet fraction) →Delays
Marathon Petroleum CorporationMPC
Marathon's 7% exposure to this input means storm disruption can delay its refinery feedstock flows.
86% confidence
Jet fuel →Shortage risk
Gulf Coast crude oil feedstock (jet fraction)
A Gulf landfall can curtail Gulf Coast crude and jet-fraction supply at ports and coastal facilities, directly squeezing this critical 0.95-weighted feedstock into jet fuel.
85% confidence
Gulf Coast crude oil feedstock (jet fraction) →Delays
Valero EnergyVLO
Valero's 7.5% exposure and only moderate substitutability mean Gulf Coast storm disruption can delay its feedstock supply.
85% confidence
Gulf Coast crude oil feedstock (jet fraction) →Delays
ExxonMobilXOM
ExxonMobil's 9% exposure and low substitutability make its feedstock intake vulnerable to storm-driven delays.
84% confidence
Jet fuel →Delays
Pipeline and terminal storage
The hurricane's threatened ports and transport routes can interrupt pipeline and terminal operations, delaying the storage and movement steps feeding jet fuel distribution.
82% confidence
Colonial Pipeline Company →Shortage risk
Colonial Pipeline transport capacity
A Gulf hurricane can interrupt Colonial Pipeline’s transport capacity, and this input is highly critical because it is the sole qualified supplier with 45% market share and a 36-month replacement lead time.
81% confidence
Gulf Coast crude oil feedstock (jet fraction) →Delays
Motiva Enterprises LLC
Motiva's 3.75% exposure and 6-month replacement lead time make its feedstock deliveries susceptible to hurricane-driven delays.
80% confidence
Hydrogen (refinery-grade) →Shortage risk
Home heating oil
Refinery-grade hydrogen is a critical, highly dependent input for home heating oil, so a Gulf hurricane that disrupts refinery operations can reduce supply.
79% confidence
Jet fuel →Delays
Refining and hydrotreatment
Storm winds and heavy rain can slow or shut coastal refinery and hydrotreatment operations in the Gulf, reducing jet-fuel production throughput.
78% confidence
Interstate natural gas transmission pipelines →Shortage risk
Natural gas (home)
Residential natural gas is a critical downstream use of interstate transmission pipelines, so storm-related pipeline outages can make home gas supply scarcer.
78% confidence
Gulf Coast crude oil feedstock (jet fraction) →Delays
Phillips 66PSX
Phillips 66 is smaller at 3%, but the same Gulf Coast disruption can still delay its feedstock deliveries.
78% confidence
Hydrogen (refinery-grade) →Shortage risk
Gasoline and diesel
Gasoline and diesel depend heavily on refinery-grade hydrogen, so coastal refinery disruptions from the hurricane can constrain output.
76% confidence
Interstate natural gas transmission pipelines →Shortage risk
Kinder Morgan, Inc.KMI
A hurricane-related disruption to interstate gas transmission pipelines would constrain a large exposed slice of the network for KMI (40% market share, 120-month replacement lead time), reducing available pipeline service.
68% confidence
Hydrogen (refinery-grade) →Shortage risk
United States
The graph assigns 90% of this input's supply to the U.S., so a Gulf landfall can materially tighten the domestic hydrogen supply base.
67% confidence
Interstate natural gas transmission pipelines →Shortage risk
Williams Companies, Inc.WMB
With a 30% share and very long replacement lead time, Williams is materially exposed to a storm-driven reduction in interstate pipeline availability.
67% confidence
Neon Gas (Chip-Grade) →Delays
GPUs and AI accelerators
Chip-grade neon is a critical semiconductor input with high dependency strength, so any upstream supply disruption can delay GPU and AI accelerator output.
66% confidence
Interstate natural gas transmission pipelines →Shortage risk
TC Energy CorporationTRP
TC Energy's smaller but still meaningful 12% share and long replacement horizon mean a Gulf-related pipeline disruption can still tighten its transmission capacity.
62% confidence
Interstate natural gas transmission pipelines →Shortage risk
Energy Transfer LPET
Energy Transfer's 8% share and long replacement time indicate a smaller but still credible exposure to hurricane-related pipeline constraints.
60% confidence
Kinder Morgan, Inc. →Prices rise
Natural Gas (Pipeline-Grade)
A Gulf landfall can tighten pipeline-gas supply through transport and coastal infrastructure disruptions, pushing prices higher.
58% confidence
Neon Gas (Chip-Grade) →Delays
United States
A Gulf landfall can disrupt U.S. ports and coastal industrial operations, delaying part of the 22% U.S. supply share of chip-grade neon.
49% confidence
