USGC crude export scheduling remains unconstrained: Panama Canal at 11 vessels/day (30-day avg 11.87, historical norm 12); Yucatan Strait at 30 vsl/day (30-day avg 28.53, historical norm 23). JODI shows US crude imports at 6,709 kb/d and refinery inputs at 17,400 kb/d — net import gap widening. Transshippers can lock Nov 1–10 vessel slots.

Yucatan Strait: 30 vessels/day (30-day avg 28.53, historical norm 23); Panama Canal: 11 vessels/day (30-day avg 11.87, norm 12); AIS counts show no chokepoint stress. JODI shows US crude imports 6,709 kbpd, output 13,850 kbpd — ample net export capacity. Fuel oil +2.13%, asphalt +3.34% — consistent with stable USGC loading cadence.