From today's DOE Office of Energy of Reliability situation report (one has to wonder what would happen if another storme cruised through the area... one possible storm track - NOAA Tropical Weather Outlook reports its getting better organized. http://www.nhc.noaa.gov/ )

Rigs/Platforms:
There are reports that as many as 18 GOM rigs and 40 platforms may be missing, damaged and/or detached from their moorings. We will attempt to gain further clarity in the next situation report.

Refineries:
100% (1.7m bbl/day) out in Port Arthur/Lake Charles Almost 1M (50% approx) out in Houston area.

Entergy reports that all transmission lines to the major industrial loads (7 refineries) in the Lake Charles - Port Arthur area have extensive damage. Restoration of electricity to these refineries is a priority for the company. [but no estimates]

Gas:
read the report - significant outages persist.

Total shut down including Katrina related: 3.575m bbl/day.

PDF: http://www.electricity.doe.gov/documents/gulfcoast_report_092805.pdf

crude-wise, the track I would worry about, if it comes to pass, is the one that goes right over Cantarell.
Last storm that passed over Mexico appeared to do little damage - I guess the big land mass it has to cross does the region a favour. Either way, distruption of production = disruption of exports at best.