Since the Iran war kicked off:
European Natural Gas +163%
Sulfur +89%
Heating Oil +80%
Jet Fuel +80%
Diesel +67%
Rice +62%
Sugar +50%
Gasoline +46%
This is what a real supply shock looks like. Not transitory. Not a narrative. Just raw input costs exploding across energy, food, and materials.
If you're wondering why your grocery bill feels heavy or why businesses are sweating margins — this is it. Wars disrupt supply chains. Disrupted supply chains mean higher prices. Higher prices mean inflation sticks around longer than anyone wants.
Central banks can't print oil or wheat. They can only react. And right now, they're caught between cooling inflation and not crashing growth. Good luck threading that needle.
For investors: this reinforces why diversification matters. Commodities, energy exposure, inflation-protected assets — these aren't exotic bets. They're insurance against exactly this kind of environment.
Stay grounded. Watch the data. Don't panic, but don't pretend this goes away quickly either.
European Natural Gas +163%
Sulfur +89%
Heating Oil +80%
Jet Fuel +80%
Diesel +67%
Rice +62%
Sugar +50%
Gasoline +46%
This is what a real supply shock looks like. Not transitory. Not a narrative. Just raw input costs exploding across energy, food, and materials.
If you're wondering why your grocery bill feels heavy or why businesses are sweating margins — this is it. Wars disrupt supply chains. Disrupted supply chains mean higher prices. Higher prices mean inflation sticks around longer than anyone wants.
Central banks can't print oil or wheat. They can only react. And right now, they're caught between cooling inflation and not crashing growth. Good luck threading that needle.
For investors: this reinforces why diversification matters. Commodities, energy exposure, inflation-protected assets — these aren't exotic bets. They're insurance against exactly this kind of environment.
Stay grounded. Watch the data. Don't panic, but don't pretend this goes away quickly either.