One concern is that the rise in energy prices, as well as the downshift in consumer confidence seen in recent readings, may hold back aggregate demand at least for a time. However, the rebuilding itself should provide some impetus to demand in coming quarters.
To me, it is critical at this point to distinguish clearly between the concepts of total benefits, total costs, and marginal benefits and marginal costs. We all know, at least those of us with some training in economics should know, that profit maximizing firms will equate marginal benefits with marginal costs.