Commodities are exploding. Especially energy, who is hurt the most and will benefit when the tide shifts?

I heavily invested in coal late last summer and have held until now. I exited my positions on Friday market close because of the extreme movement upwards. All I can think is what’s next?

I feel like there is more downside than upside to energy at the moment. Now I’m wondering what companies have been hurt the most by rising commodity prices and stand to gain the most when the scale tips back.

So far I’ve considered transportation as a potential winner in the future though I haven’t been watching transportation stocks; what are your ideas?