ResearchGlobal2026-10-31
Dollar softens across the board; yuan, yen and won all rise, repricing delivered cost
The dollar fell against the yuan at 6.6558, the yen at 157.53 and the won at 1333.08; the euro slipped to 1.1158.
Delivered Cost
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Delivered Cost
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ResearchMarket2026-10-30
Brent–WTI Spread Narrows to $8.71 as Seven-Variety Transshipment Costs Reprice
Brent at $111.58 and WTI at $102.88 put the spread at $8.71, down from the prior session; the seven-grade book reprices delivered cost off Brent plus premium and freight.
ResearchMarket2026-10-28
Brent–WTI Spread Widens to $9.60, Seven Transshipment Grades Repriced at Delivered Cost
Brent at 111.301 and WTI at 101.706 push the spread from 9.022 to 9.595. Brent-linked Oman and Dubai delivered quotes need a refresh.
ResearchMarket2026-10-27
Brent–WTI Spread Widens to $9.02, Re-pricing Seven-Grade Transshipment Cargoes
Brent settles at $109.94 and WTI at $100.92, pushing the transatlantic spread back above $9. The delivered-and-dutied cost of the seven transshipment grades — ESPO, Dubai, Oman, Urals, Basrah Light, Bonny Light, Lula — edges higher in lockstep, and the window to lock forward FX tightens.
ResearchGlobal2026-10-26
Asian Currencies Split Three Ways: Yuan and Won Firm, Yen Soft; Northeast Asia Recalculates Delivered Cost
USD/CNY at 6.668 (yuan firmer), USD/KRW at 1323.18 (won firmer) and USD/JPY at 157.24 (yen softer) moved in three different directions. Northeast Asian refiners recompute delivered cost per currency, and Asian buyers rebalance their price edge against Europe.
ResearchGlobal2026-10-26
Softer dollar, firmer yuan, soft yen and won reprice delivered cost in local currency
USD/CNY at 6.6680 strengthens the yuan; USD/JPY at 157.32 weakens the yen; USD/KRW at 1323.71 is flat-soft; price by currency.
ResearchGlobal2026-10-23
Broad Dollar Softness; Stronger Yuan and Yen Rewrite Transshipment Delivered Cost
USD/CNY fell to 6.6702 and USD/JPY to 156.41; a stronger yuan and yen directly cut transshipment delivered cost in local currency while Korea held flat.
ResearchGlobal2026-10-20
RMB and Won Both Firm as Dollar Retreats, Redrawing Delivered Local-Currency Cost
USD/CNY at 6.6792 (yuan firmer), USD/KRW at 1,326.7 (won firmer), USD/JPY at 158.12 (yen flat). A softer dollar lowers delivered cost in yuan and won, so the FX lock points on the transshipment book need re-setting.
ResearchMarket2026-10-20
Brent–WTI Spread Widens to $11.16 as Seven Crude Grades Repriced for Transshipment
Brent closed at $109.95 and WTI at $98.79, leaving an $11.16 spread. Delivered costs for the seven transshipped grades (ESPO, Dubai, Oman, Urals, Basrah Light, Bonny Light, Lula) are rebuilt against the discount structure.
ResearchGlobal2026-10-19
Yuan Firms, Won Firms; Restating Delivered Cost in Local Currency
USD/CNY fell to 6.6821, the yuan up 479 pips; USD/KRW eased to 1,331.0, the won up 25.85 pips. The local-currency leg of the delivered matrix is restated.
ResearchGlobal2026-10-18
Yuan and Won Firm Together, Yen Flat — Re-export FX Factor Recomputed
USD/CNY fell to 6.6870 and USD/KRW to 1333.58 as yuan and won firmed; USD/JPY held at 157.99. Delivered CNY cost eases and quotes must use the bill-of-lading rate.
ResearchMarket2026-10-18
Brent–WTI Spread Narrows to $8.08, Repricing Seven Re-export Grades
Brent at $109.93 and WTI at $101.85 leave an $8.08 spread, about $4 tighter than a week ago. The narrowing compress the appeal of Brent-discount cargoes to Asian refiners.
ResearchGlobal2026-10-13
Euro strength rewrites the Europe trade ledger; northeast Asia delivered costs re-priced by currency
Euro stronger on both crosses; yen up, won down in northeast Asia, delivered pricing must pin three currencies.
