Iran has closed the Strait of Hormuz again and oil has risen to about USD 94-95 a barrel, a four-week high, with some analysts seeing USD 100. The article says higher energy costs pass through to production, electricity, transport and consumer goods, and that refined-product supply is tightening. For a Thai SME, this is a reason to check fuel, freight and electricity cost assumptions for the coming quarter. The US Fed may hold or even raise rates (CME FedWatch gave about 30% for a September hike, about 70% for a hold), so borrowing costs are unlikely to fall soon. The article is mainly market commentary; no Thai policy change is stated.