We've lost 450,000 barrels a day of production, which is significant. Shell hasn't given us much of an idea of when they will be able to restore output. This is a pretty reasonable reaction given that we don't know how long it will be before the production is back to normal.
Inventories are actually still 7 million barrels above the three-year average. Once these refineries start cranking back up, I think you'll see supplies rise pretty quickly.