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Isaac slowed refinery output, as many reduced operations ahead of the storm. U.S. refineries ran at 86.1 percent of total capacity on average, down 5.1 percentage points from the prior week. Analysts expected capacity to drop to 89.2 percent. Supplies of distillate fuel, which include diesel and heating oil, grew by 1 million barrels to 127.1 million barrels. Analysts expected distillate stocks to fall by 1.5 million barrels. Benchmark crude rose $1.66 to $97.02 a barrel in New York.
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