Certainly the capacity of refineries in North America was not sufficient to export until 2008. As some testimony here has illuminated, the U.S. has become an exporter of petroleum products as a result of that excess capacity.
The fact is that with low crack spreads that excess capacity is going to dry up. The low crack spreads will simply not sustain some of the smaller, less efficient refineries. That will shrink capacity over time down to a sustainable level, so the export opportunity with it will decline as well.