# Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)

Page: https://stenobird.com/podcast/energycents-231593/quagmire-scenario-planning-a-case-for-lasting-oil-markets-disruption-ep-258
Text version: https://stenobird.com/podcast/energycents-231593/quagmire-scenario-planning-a-case-for-lasting-oil-markets-disruption-ep-258.md
Podcast: [EnergyCents](https://stenobird.com/podcast/energycents-231593)
Published: 2026-08-20T12:18:00+00:00
Episode link: https://3671a946-93e7-4b5e-9970-a632dbe13461.libsyn.com/quagmire-scenario-planning-a-case-for-lasting-oil-markets-disruption-ep-258
Audio file: https://traffic.libsyn.com/secure/3671a946-93e7-4b5e-9970-a632dbe13461/EnergyCents_Quagmire.mp3?dest-id=4056072
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/energycents-231593/episodes/quagmire-scenario-planning-a-case-for-lasting-oil-markets-disruption-ep-258
Duration seconds: 2010

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/energycents-231593/episodes/quagmire-scenario-planning-a-case-for-lasting-oil-markets-disruption-ep-258/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/energycents-231593/quagmire-scenario-planning-a-case-for-lasting-oil-markets-disruption-ep-258.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.