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#OilTankerRiskLiftsOil moved from production to transportation. Brent above $90 matters because even available barrels become expensive when tankers face disruption, insurance costs rise and shipping routes tighten. Venezuela can't quickly fill that gap either. If transport risk persists, freight and fuel costs can spread inflation far beyond crude itself. That's where BTC gets tested. An energy shock may support the inflation-hedge story, but higher yields and tighter liquidity can hit.