This is just conjecture on my part, but if we're at or below MOL, which posters well-versed in the industry have been warning about for some time on here, then the only way to keep any flow going at all is to cut off some delivery points. There's not enough to keep the pressure up in all the pipelines, so some must be shut off or at least down to keep most of the system operating. It appears from what has been said on here that just this is happening, and that the most vulnerable points are taking turns with little or no delivery, so the rest of the nation can have BAU. The alternative is shutting down the whole system until stocks are back above MOL. Don't think that's doable politically, nor sensible logistically.