NHC says Hurricane Bolo has regained Cat 5 intensity

The distinction worth drawing is landfall location: storms tracking through offshore production zones hit crude and gas supply, while those striking the refining corridor along the coast hit product output and widen gasoline and distillate cracks even when crude itself softens on shut-in demand loss. Re-intensification after weakening is itself a watched pattern, since storms that re-strengthen over warm water late in their track have tended to catch positioning off guard more than those that build steadily. Near-term price action in past episodes has typically been front-loaded into futures and then retraced on the actual damage assessment, with insurance and freight rates repricing more durably. Worth noting is the follow-on sequence: evacuation and shut-in notices from operators, pipeline and port status, and any strategic reserve talk if disruption looks extended. Until a landfall zone is clear, the move is precautionary positioning rather than a supply event.