U.S. manufacturers can generally obtain goods, but energy costs linked to the Iran war, Trump administration tariffs and strong demand for AI infrastructure components are sharply increasing procurement, freight and consumer costs. The U.S. Bureau of Labor Statistics reported August producer-price increases of 6.6% for final goods, 11.5% for intermediate processed goods and 12.8% for unprocessed goods, while retail diesel reached a record $6.23 per gallon. Electronics remains an exception: data-center expansion has created shortages of memory chips and processors, with nearly two-thirds of global electronics manufacturers reporting supply constraints or longer lead times. Uncertainty over the conflict and tariff policy is discouraging capacity investment, potentially prolonging supply imbalances and passing higher factory costs to consumers.