For example I've got a tractor that burns diesel, for effectively homeowner use. I too am not going to be replacing this piece of capital equipment any time soon (even though electrical would actually be better in a lot of regards). But since trucking is reliant on diesel and quite demand-insensistive, the Epstein war recently made diesel prices jump 60%. Whereas the fewer economically-critical vehicles there are being powered by diesel (even just the short range ones), the less that price would have spiked.