ResearchGlobal Markets2026-11-05
USGC Export Scheduling Tightens: Panama at 11, Yucatan at 30 Vessels/Day
USGC crude export scheduling accelerates: Yucatan Strait AIS vessels hit 30/day (+5.2% vs 30-day avg), Panama Canal holds at 11/day (-7% vs historical norm). US crude imports at 6,709 kbpd sustain loading demand; transit efficiency is not yet a bottleneck. SNSUC advises traders to prioritize Yucatan routing and lock price within WTI $89.03–$89.79.