UN shipping agency said a dry-bulk vessel was struck by shelling near the Strait of Hormuz on Sept. 23 and sank; it was the second commercial ship to sink near Hormuz in the past 24 hours.

Romanian defence minister said it is not yet clear whether the ship was struck by a drone attack; the incident remains under investigation.

BOT Deputy Governor Piti Disyatat said at the IMF and World Bank annual meetings that AI infrastructure spending has produced clear demand-side effects in Thailand, boosting domestic investment growth and supporting exports. He warned current large-scale AI outlays mainly reflect demand priced ahead of expected future supply capacity, while supply-side changes that materially raise productivity will take longer to appear: "You will not see these productivity gains now or next year," he said, adding that once they materialize their pace could exceed expectations. He stressed a timing gap between short-term stimulus from AI investment and any sustained productivity-driven growth, and that the current infrastructure boom should not be taken as immediate efficiency gains.