it was coming because of refinery problems in the midwest, a refinery fire in california. and some strong demand by summer drivers this year. that's why prices were going up already. this is kind of the icing -- not the icing on the cake, but it raises prices some more because of the threat to oil production in the gulf and refining operations in louisiana and texas. martha: stuart, thank you very much. stuart varney, back in new york. >> another reason why isaac is expected to have a major impact on the price of gasoline. the storm is expected to be a category one or possibly a two. the gulf of mexico storm at the moment forcing short-term shutdowns of 85% of the oil rigs. martha: context on the