HURRICANE ISAIAS, SATURDAY OCTOBER 10, 12:00 AM ET PATH • No new advisory. NHC advisory #14# (11pm ET) stands: 90 mph, 982 mb, moving north at 20 mph inland over the western Florida Panhandle. 30.8N 86.5W • Landfall came around 9:30pm ET near Destin at 105 mph, a Category 2, weakening to 90 mph by 11pm. • Google's WeatherNext ensemble: median coast-crossing 86.4W Friday 10pm ET, 55 of 63 members, range 86.0W to 87.0W. Median peak intensity trending down near 50 mph. In agreement with NHC: weakening north into the AL/TN Valley, post-tropical by Saturday. OFFSHORE • No new BSEE numbers (daily; next update ~2pm Saturday). Friday's report: 71.51% of Gulf oil shut in (1,458,814 bpd) and 58.84% of gas. 129 of 371 platforms evacuated, 8 of 11 non-DP rigs evacuated. Chevron shut in five of nine operated facilities. REFINERIES • NEW: Friday evening analyst takes (CNN, OPIS). Lipow "less concerned" than earlier; Gulf Oil's Tom Kloza expects Pascagoula and Vertex to avoid catastrophic damage, flags utility power loss as the biggest threat. • No shutdown or power-loss announcements as of midnight. Chevron Pascagoula (356-375k bpd) still operating Friday per spokesperson. No word on Vertex Saraland (88k) or Hunt Tuscaloosa (50k). TERMINALS/PORTS • No change. Port of Mobile still at ZULU, all closures in effect. • NEW: FPL crews sheltered in for the night (per the Pensacola mayor), so no overnight power restoration in Escambia County. DAMAGE • NEW: outages climbed past 560,000 across southern Alabama and the western Florida Panhandle within an hour of landfall (USA Today, 11:08pm ET; up from 420k at 9pm). Escambia FL 70% dark, Liberty FL 97%, Conecuh County AL 94%. • NEW: NWS Mobile retweeted late-night damage reports, Fort Walton Beach photos, Pace FL tree damage, chaser video of significant damage between Navarre and Gulf Breeze (all tip-grade, unconfirmed). • NWS Tallahassee: still no tornado warnings for Leon County; a ~1am ET rain band could spin up tornadoes. Tornado Watch to 6am, Flood Watch to 8pm Saturday. • No confirmed tornado touchdowns and no confirmed fatalities in any source checked. MARKET READ • Futures closed until Sunday 6pm ET. Friday settlements: WTI $91.85 (+0.4%), Brent $104.72 (+0.4%), ULSD $4.73/gal (-4.61%). • The one-sided risk stays refinery power loss: ~500k bpd of capacity in the path with regional utilization near 95% and almost no slack. Analysts now lean against catastrophic damage, so the watch is on utility power, not physical damage. Next catalysts: 2am ET advisory, weekend platform and refinery inspections, BSEE update Saturday 2pm.