The Shell (LSE: SHEL) share price has plunged 6.5% so far this morning. Fellow oil and gas giant BP (LSE: BP) has fallen 7.5%. They’re easily the worst two performers on the FTSE 100 today (8 April). Yet BP and Shell investors have one consolation. The rest of the index is having a ball.

US president Donald Trump primed markets for a major escalation in Iran yesterday, then announced a 14-day ceasefire. UK blue-chips have soared in a huge relief rally. Mining stocks Antofagasta and Anglo American are both up more than 10%, with Rolls-Royce Holdings is close behind. Just six FTSE 100 stocks have fallen.

My own SIPP has taken a knock over the last month, with BP a rare bright spot. Today…