Also related to Hurricane Ike.

[randomness]

http://www.theoildrum.com/node/4517 has a pretty cool screenshot from Google Earth with rigs/platforms and refineries plotted and color-coded as to what their status is, as well as the estimated storm track. http://www.theoildrum.com/files/gfdl_12z_11sep.jpg is the full-sized JPEG.

According to that post, more than 30% of US refining capacity is in the storm path.

http://blogs.opisnet.com/archive/2008/09/10/the-ike-spike.aspx discusses the fuel price spike.