Since the start of the Iran war…
Sulfur: +67%
Jet Fuel: +66%
Urea: +51%
Diesel: +50%
Heating Oil: +40%
WTI Crude Oil: +37%
European Natural Gas: +34%
Gasoline: +32%
Fertilizer: +31%
Brent Crude Oil: +31%
Coal: +14%
Palm Oil: +10%
Iron Ore: +7%
Rice: +4%
S&P 500: +1%$VIX: -8%

— Charlie Bilello (@charliebilello) April 14, 2026