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Brent's $115 rebound rests on an unconfirmed strike claim — Nigeria's binding constraint is still the naira and the landing cost
A Houthi claim against Saudi Arabia's Ras Tanura complex, not a verified loss of barrels, reset the crude risk premium on 28 October. For West African delivered economics the swing factors remain FX, freight and feedstock certification — not the headline barrel price.
The skinny
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