BBobop Tool #2051 | Oil Crisis Scenario Calculator

Oil Crisis Scenarios

INTERACTIVE SUPPLY-SHOCK MODELING — IRAN-US WAR THEATER
Current Market Data — March 9, 2026
WTI Crude
$120.00
Brent Crude
$118.00
USO ETF
$120.61
SPY (S&P 500)
$666.27
Dow
-700 wk
GLD (Gold)
$468.05
Gas (Nat'l Avg)
$3.45
KOSPI
-12.1%
Hormuz Status
~80% Blocked
G7 SPR Decision
Monitoring
Supreme Leader
M. Khamenei
Posture
Hardliner
Select Scenario
Adjustable Variables
Hormuz Blockage % 80%
OPEC Production Change (mbpd) -2.0
SPR Release Rate (mbpd) 0.0
War Escalation Level (1-5) 3
Days From Now 30
Demand Destruction % 0%
Projected Outcomes
Projected WTI Price
$120.00
Baseline: $120 | Range: $60-$250
Gas at Pump (US Avg)
$3.45
Current: $3.45 | Range: $2.50-$8.00
S&P 500 Impact
0.0%
$10 oil rise ~ -2% S&P 500
Inflation Impact (Annualized)
+0.0%
Added to current ~3.2% base
Supply Deficit/Surplus (mbpd)
0.0
Global demand: ~102 mbpd
Consumer Cost Increase (Annual/HH)
$0
Avg US household baseline: ~$2,600/yr fuel
GDP Impact Estimate (Annualized)
0.0%
Rule of thumb: $10 oil rise ~ -0.2% GDP over 12 months
Scenario Timeline
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