As we've had more damage assessment, it looks like it might be more severe than initially expected. Gasoline stockpiles are still very low and heating oil and diesel may be a bit of a worry going into the winter.
Prices are strong at the moment primarily because of the tensions over Iran and concerns over what might come out from the IAEA inspection.
There might be a little more flexibility in the U.S. refining system than people expected. Plants have been able to churn out more product than initially thought.