USD/JPY at 156.84 (+0.59) and USD/KRW at 1,384.74 (+0.32): a softer yen and won raise the local-currency delivered cost of crude. USD/CNY at 6.6984 moved the other way, easing RMB-denominated cost. SNSUC transshipment contracts settle mostly in dollars, so Asia FX swings rewrite the buyer's delivered math directly.