Originally Posted by Andy

Not a black swan, but jet fuel prices are on the move. https://www.eia.gov/dnav/pet/hist/ee...4_rgc_dpgD.htm
Several problems here. OPEC is reducing output, rig count is down in the US, and the SPR is at its lowest level in four decades. https://www.eia.gov/dnav/pet/hist/Le...s=mcsstus1&f=m
https://ycharts.com/indicators/us_oil_rotary_rigs
https://apnews.com/article/saudi-ara...4bdf052921125c

This isn't a big problem as long as we can pass the increased cost on to consumers.