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Marketplace · Thursday, September 10, 2026

Analysts Predict Persistent Higher Oil Prices Due to Strait of Hormuz Instability

Analysts from S&P Global Energy and Columbia Business School predict that oil prices will remain in the $80-$100 range, or even higher, through next year due to the ongoing conflict in the Middle East and the resulting disruption of oil shipments through the Strait of Hormuz. The market is now pricing in volatility and uncertainty, with no expectation of a swift resolution.

personBushan BahripersonGarnett WagnerpersonSamantha GrosscompanyS&P Global EnergycompanyColumbia Business SchoolcompanyBrookings Institution

The tape

3 quotes
We're projecting prices at the $80 to $100 range through next year.
Bushan Bahri
It is essentially pricing in volatility, pricing in uncertainty.
Garnett Wagner
We're not going back. She says, after repeated announcements from the White House that the Strait of Hormuz was opening soon, or the war was about to end, which would temporarily drive crude prices lower.
Samantha Gross
Heard on Marketplace — “What's the new normal for global oil?, published Thursday, September 10, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.02
Analysts Predict Persistent Higher Oil Prices Due to Strait of Hormuz Instability — Heardvine