Energy companies are trying to produce more jet fuel to offset disruptions tied to the war in Iran, but that could tighten supplies of other fuels instead. "The refining industry is very efficient in finding supply at the right price levels, and we've certainly created the right price environment for global refining to try to optimize, to maximize jet-fuel production," said Jerome Dortmans, the cohead of global oil and products trading at Goldman Sachs, on the bank's "The Markets" podcast