Intraday on 2026-09-10, USD/JPY reads 153.57, down more than 2.8% from the ~158 level in early September, while USD/KRW strengthens to 1341.8 (vs ~1357 early month); USD/CNY holds at 6.708. Broad Asian-currency strength lowers USD-denominated delivered costs and favours the timing of transshipment procurement and tenor management.