航运情报公司Kpler首席分析师Sumit Ritolia撰文表示，中东地区的炼油能力仍远低于战前水平，目前约为730万桶/日，而2026年2月时这一数字为990万桶/日。这一状况是由于炼油设施受损，以及通过霍尔木兹海峡的运输受到限制所导致的。预计从2026年第四季度开始，情况会逐渐好转，但在2027年第二季度之前，都不大可能恢复到战前的水平。短期内的复苏属于物流方面的问题；而要完全恢复到正常状态则涉及到产能的恢复问题。我们的基本假设是，交通状况将持续受到干扰，2026 年全年交通都会处于受限状态。直到第四季度末，交通状况才会开始逐步恢复。在交通状况改善、炼油生产最初的反弹之后，受损的产能将成为主要的制约因素。直到2027年第二季度，生产能力才有可能完全恢复到战前的水平。

Four people familiar with the matter on Aug. 25 said Iran’s missile and drone strikes heavily damaged U.S. intelligence sites and surveillance equipment in the Middle East, causing damage greater than in any previous similar strike on U.S. intelligence agencies; repair costs are expected to reach tens of billions of dollars. Two sources said the strikes have prompted the U.S. Congress to seek funding for repairs. U.S. officials are reassessing deployment of personnel and intelligence assets amid a rising Iranian drone and missile threat.

China’s Ministry of Industry and Information Technology said it will drive reforms to build a market-based, rule-of-law, international business environment. The ministry will optimize industry governance—improving market access, fair competition and credit-management frameworks—advance telecom laws and regulations, tighten oversight of the platform economy and AI, orderly expand autonomous opening in the telecom sector, and deepen international ICT cooperation to promote broadly accepted digital governance rules and standards.