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Released September 02, 2021 | SUGAR LAND
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Researched by Industrial Info Resources (Sugar Land, Texas)--While Hurricane Ida has inflicted many different levels of devastation, the common denominator that is holding back recovery is the lack of reliable power. Some progress was made as parts of New Orleans began to get electricity; however, full restoration is all but certain to be weeks away.

Attachment
Click on the image at right for a summary of Ida's impact on various industries.

Power
Electricity providers are evaluating multiple options for restoring power, including repairing major transmission lines immediately, versus creating islands of service to return isolated areas of critical infrastructure to operations more quickly.

Distribution damage for Entergy in Louisiana and Mississippi includes an estimated 2,438 poles, 550 transformers and 2,984 spans of wire.

Oil & Gas
BHP says it has temporarily relocated its shore base from Port Fourchon, Louisiana, to Galveston, Texas, due to lack of power, extensive damage and limited access at Port Fourchon.

Production shut-ins equaling 80% of U.S. Gulf of Mexico crude production and 83% of U.S. Gulf natural gas output are expected to last significantly longer than normal. Severe power outages, flooding and other damage from Ida's 150-mile-per-hour winds have complicated recovery efforts. There were still 249 oil and gas production platforms that remained evacuated, compared with 288 evacuated platforms on Sunday before the storm's landfall.

Offshore oil production was fully re-established about 10 days after hurricanes Marco and Laura blew through the Gulf of Mexico last year, but it is estimated that resumption of production could take two weeks or longer following Ida. Assessing damage is taking operators longer than usual, due to the damage caused by Ida.

A segment of the Mississippi River from Southwest Pass to New Orleans was expected to reopen to vessel traffic by midnight on Wednesday, following surveys at the waterway, the Port of New Orleans said. The Mississippi River is the largest U.S. commercial waterway. The reopening could include restrictions, such as requiring vessels to navigate only in daylight hours.

Petroleum & Petrochemical
Due to the prolonged loss of power, it is expected that most refineries and petrochemical plants likely will not return to normal operations until mid-September. Affected refineries include Marathon Garyville (530,000 barrels per day (BBL/d)), Shell Norco (240,000 BBL/d), Valero Meraux (135,000 BBL/d), Valero Saint Charles (230,000 BBL/d), Phillips 66 Alliance (250,000 BBL/d) and PBF Chalmette (192,000 BBL/d). Affected ethylene producers are Dow (5.9 billion pounds per year (Lbs/yr)), ExxonMobil (1.3 billion Lbs/yr), Lone Star NGL (200 million Lbs/yr), Nova (2 billion Lbs/yr), Shell (3.4 billion Lbs/yr) and Shintech (1.1 billion Lbs/yr).

Ports & Transportation
The Port of New Orleans is still shut down as a result of damage assessments and a lack of power. Rail companies have teams working to return operations as water recedes; electricity is restored and lines are confirmed to be in safe operating condition.

Metals & Minerals
Nucor's direct reduced iron plant in Convent, Louisiana, and the National Gypsum facility in Westwego, Louisiana, remained closed on Wednesday. Nucor has said no major damage was incurred and it plans to return the facility to normal operations in the next two to three days. The National Gypsum Westwego plant could be down for two weeks, depending on when power is restored.

Food & Beverage
The busiest bulk grain export facilities in the U.S., located along the Mississippi River at the Gulf of Mexico, have been severely impacted. Hurricane Ida disrupted grain and soybean shipments from facilities owned by ADM, Bunge, Cargill and others, which when combined, account for about 60% of U.S. exports.

Industrial Info will continue to provide updates on plants that have been damaged or are offline as they are confirmed.

Industrial Info Resources (IIR), with global headquarters in Sugar Land, Texas, six offices in North America and 12 international offices, is the leading provider of global market intelligence specializing in the industrial process, heavy manufacturing and energy markets. Industrial Info's quality-assurance philosophy, the Living Forward Reporting Principle, provides up-to-the-minute intelligence on what's happening now, while constantly keeping track of future opportunities. Follow IIR on: Facebook - Twitter - LinkedIn.

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