德銀認爲，市場容易單獨評估每次衝擊，並假設價格最終迴歸正常，但連續發生的能源、航運和貿易擾動會產生累積效應。1973年第一次石油衝擊期間油價接近上漲4倍，1979年第二次衝擊後再次上漲超過一倍。近年紅海繞航使部分航程延長超過一週，乾旱也曾令巴拿馬運河通行能力下降30%。當居民和企業連續經歷漲價，通脹預期與工資定價可能隨之調整。央行既要避免對短期衝擊過度緊縮，也要防止中期擾動被誤判爲暫時現象。

9月15日，滬深兩市總成交額爲1.61萬億，較前交易一日回落並刷新年內最低單日成交額紀錄，爲連續第十九個交易日保持在20日均線（1.93萬億）下方。 -------- 注：兩市成交量反映了各大機構、遊資、廣大散戶對A股看法，高於均線代表總成交量升高，市場情緒偏樂觀，低於均線代表總成交量下降，市場情緒降溫。

Vietnam's Ministry of Industry and Trade told the prime minister that delays in generation and grid projects could produce power shortages from next year and jeopardize the government's double-digit economic growth target. The ministry said only about 5% of power projects under the national growth plan are operational; most remain under development or awaiting approval, hampered by investor selection, land procedures and grid readiness. It said supply should meet demand this year but rising consumption and project delays could leave a roughly 4,200 MW gap and about 2.9 bln kWh shortfall next year; the deficit could widen to about 13,900 MW and 61.2 bln kWh by 2030.