A September 18, 2026, post says JPMorgan can no longer predict oil prices because of the Iran war. Further U.S. oil-reserve loans may also be on the table: a separate post quotes Energy Secretary Chris Wright calling another round a “very real possibility.”

Shipping costs are another pressure point. A user citing Reuters says China–U.S. East Coast spot rates reached $10,948 per 40-foot container—more than four times their prewar level, compared with a $11,900 pandemic-era record. The account says shipping fuel prices rose about 66% since late February, with carriers passing costs along through surcharges. It also says analysts expect a rush to ship goods ahead of Golden Week to push rates higher.