Episode
Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)
- Podcast
- EnergyCents
- Published
- Aug 20, 2026
- Duration seconds
- 2010
- Processing state
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Summary
Scenario planning allows investors and executives to prepare for situations outside of their base-case expectations. S&P Global Energy developed a new case called "Quagmire" that assumes conflict around the Strait of Hormuz becomes a permanent geopolitical feature and trade flows fragment in favor of regional energy security. Oil markets experts Louise Vertz and Sandra Abdallah join hosts Hill Vaden and Sam Humphreys to walk us through the assumptions in S&P Global Energy's "Quagmire" scenario and explain what lasting changes could be in store for oil markets if disruption turns from months into years. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en