Could continued pressure in energy markets create the next opportunity in gold? Path Trading Partners co-founder and chief market strategist Bob Iaccino joins Yahoo Finance to explain why the biggest energy shortage may be developing in diesel and refined products rather than crude oil itself. Iaccino breaks down how refinery constraints could keep transportation and goods costs elevated, creating an inflation problem the Federal Reserve has limited ability to solve with interest rates. Iaccino also explains why that environment could support a continued recovery in gold and why he currently sees an especially interesting opportunity in gold miners, where elevated gold prices and relatively stable production costs could help expand profit margins. Timestamps 00:00 Why diesel is becoming the real energy problem 02:21 Opening the straits may not solve the shortage 04:06 Why the Fed can't fix this inflation problem 06:20 Why inflation could support gold 07:45 Why gold miners could outperform gold #Oil #Gold #Inflation #Diesel #FederalReserve #GoldMiners #Commodities #Investing #YahooFinance